Netflix could generate $10 monthly from ad-supported U.S. subs and $3 monthly worldwide. $3.6B new subs + $3.1B existing subs.

Citi Analyst Jason Bazinet

https://www.mediaplaynews.com/analyst-gives-thumbs-up-to-netflix-ads-shrugs-off-account-sharing-revenue/

Selling ads on the backs of Netflix’s 220 million global subscribers is being embraced by Wall Street as a legitimate revenue driver. Jason Bazinet, media analyst with Citi, believes the move could jumpstart subscriber growth and improve the fiscal bottom line.

Bazinet believes Netflix could generate $10 monthly from ad-supported U.S. subs and $3 monthly worldwide. The analyst says the ad-supported subscription plan could yield upwards of $3.6 billion in additional free cash flow from new subs, and $3.1 billion should existing subs downgrade to the estimated new $5.99 monthly ad-supported price point.