Netflix

Pricing actions in January 2025 lifted U.S. ad-supported to 7.99 dollars, Standard to 17.99 dollars, and Premium to 24.99 dollars, following 2023 increases. Netflix’s ARPU mix is supported by the ad tier and extra member features after the paid sharing crackdown.

The company balances list-price rises with a scaled, lower-priced ad plan to manage churn. Operating margin expansion and steady revenue growth suggest elasticity remains favorable. Latent pricing power stems from a broadening content slate, localized hits, and exclusive live events.

The NFL Christmas doubleheader and record-setting boxing events enhance the perceived value of the service for both consumers and advertisers, giving further room for periodic price lifts tied to content upgrades.

Key watch-outs are competitive pricing by Amazon bundles, Disney bundles, and free ad-supported streamers, but Netflix’s engagement resilience and brand should sustain net pricing leverage.