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Netflix to touch $1.9 bn ad revenue in Western Europe by 2027

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Mumbai: Western Europe will generate annual revenues of $1.9 billion for Netflix from advertising by 2027, more than the US and almost as much as North America ($2.1 billion when Canada is included), according to a new report by Ampere Analysis. The study forecasts that an additional $841 million will be earned from ad tier subscription fees in Western Europe ($1 billion in North America).

Ampere believes that Netflix in Western Europe will experience an increase in average revenue per user (ARPU) as a result of the launch of the ad tier. Specifically, the firm predicts that in 2023, ARPU will be 4.9 per cent higher than without it, rising to 8.6 per cent higher by 2027.

Western European viewers have the highest price sensitivity among Netflix’s customers, which combined with relatively high advertising rates on a cost per thousand (CPM) basis, makes advertising in the region a strong opportunity for the streaming giant. By 2027, nearly one-fifth (19 per cent) of Western European users will be on the ad tier.

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According to Ampere’s report, 19.3 per cent of Netflix users in this European region will view content via the ad tier by 2027, most of them from the existing customer base. The ad tier will stabilise this saturated region. Ampere predicts a 1.8 per cent increase in subscriber growth (with ad tier) in Western Europe over a subscription-only model. A relatively strong increase in the value of advertising-supported customers will boost the overall revenue gain.

Globally, Netflix will earn $5.5 billion in annual advertising income by 2027, boosted to $8.5 billion a year by ad tier subscription fees. The launch will see Netflix earn $2.2 billion more by 2027 than it would with purely a subscription-only model, driven by an ARPU uplift combined with a modest increase in the overall subscriber base. Ampere estimates that total customers will be 3.2 per cent higher than without an ad tier.

Ampere Analysis analyst Ben French said, “Very strong advertising rates for streaming in Western Europe will contribute to a significant uplift in the value per customer for those taking the ad tier. Although the overall boost to subscriptions is predicted to be modest in the region, this increased customer value will see Western Europe exceed the value of the US market by 2027.”

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iWorld

Bullet microdrama app crosses 10 million downloads on Play Store

Top shows clock millions of views as platform expands across 7 languages

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MUMBAI: Short, sharp and shooting ahead, Bullet microdrama app is proving that in the age of shrinking attention spans, brevity isn’t just the soul of wit, it’s the engine of growth. The platform has crossed 10 million downloads on the Google Play Store, marking a significant milestone as microdramas carve out a firm space in India’s fast-evolving digital entertainment ecosystem. The surge reflects a growing appetite for snackable, high-impact storytelling, with Bullet leaning heavily into quick, engaging narratives that resonate across diverse audiences.

The traction is visible not just in downloads but in content performance. Among its top titles, Rickshaw Romeo leads the pack with 9.1 million views, followed by Auto Raja at 3.4 million, Laxmi Raj at 2.6 million, Lady Boss, With Love at 2.2 million, and Dear Didimoni at 1.9 million. The numbers point to a platform steadily building repeat engagement rather than one-hit virality.

Beyond the app, Bullet’s digital footprint is also expanding. The platform has crossed 100,000 followers on Instagram, signalling a growing community that extends beyond passive viewing into active content discovery and sharing.

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A key differentiator lies in its linguistic spread. With content available across 7 Indian languages, Bullet is positioning itself as one of the more inclusive players in the microdrama space, tapping into regional storytelling to drive scale and relevance simultaneously.

The milestone comes at a time when short-format storytelling is gaining serious momentum, with platforms experimenting to balance volume, novelty and retention. Bullet’s early traction suggests that audiences are not just scrolling, they’re sticking around, one bite-sized episode at a time.

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