Streaming services revive TV advertising with ad-supported tiers
In 2022, Netflix and Disney launched pricing tiers that include advertisements, with Amazon Prime Video following suit in 2024, revitalizing the TV advertising landscape. By 2030, Netflix is expected to surpass $8 billion in ad revenue, and WARC predicts that this figure will reach $3 billion by 2026, doubling in just a few years. While the traditional TV advertising sector faces challenges due to the decline of linear TV, revenues from internet-connected TV services like Netflix increased by 13% year-on-year in Q4 2025. Thinkbox CEO Lindsey Clay points out that TV advertising still represents 85% of all video ads viewed. Rory Sutherland from Ogilvy notes a revival in creative TV advertising, while Netflix co-CEO Greg Peters emphasizes the potential of customer data for tailored content. Andrew Georgiou from Warner Bros Discovery UK and Ireland advocates for weekly HBO episode releases to enhance audience interaction. James Denton Clark of Stagwell Europe highlights that longer-form ads on streaming platforms merge the precision of digital with the emotional resonance of television.
Key facts
- Netflix and Disney introduced ad-supported tiers in 2022.
- Amazon Prime Video introduced ad-supported tier in 2024.
- Netflix ad revenue forecast to exceed $8bn by 2030.
- WARC estimates Netflix ad revenue will double to $3bn in 2026.
- Internet-connected TV ad revenues in US rose 13% year-on-year in Q4 2025.
- TV advertising accounts for 85% of all video advertising watched.
- Lindsey Clay is CEO of Thinkbox.
- Rory Sutherland is vice-chair of Ogilvy.
- Greg Peters is co-CEO of Netflix.
- Andrew Georgiou is Warner Bros Discovery UK and Ireland boss.
- James Denton Clark is chief growth and client officer for Stagwell Europe.
- HBO Max launched in the UK in March 2026.
Entities
Institutions
- Netflix
- Disney
- Amazon Prime Video
- Thinkbox
- Ogilvy
- WARC
- Madison and Wall
- Warner Bros Discovery
- HBO Max
- Stagwell Europe
- Financial Times
Locations
- United States
- United Kingdom