Needham Sees Netflix's Ad Driven Tier Dependent On Measurement; Looks Forward To CTV Measurement Conference Next Week

Needham  analyst Laura Martin continues to consider it vital for Netflix, Inc  (NASDAQ: NFLX ) to launch its ad-driven streaming tier, add Sports and News content, offer bundling with other products, and possibly acquire an extensive film and TV content library.  She saw every major streaming competitor doing one or more of these things, which puts NFLX at a competitive disadvantage.  Further, Martin believed streaming had become a linear TV bundle substitute.  She saw the lowest customer churn achieved by having all content genres, deep libraries, and a free ad-driven tier to attract new customers and ... Full story available on