Ampere: Streamers Widen the Price Gap Between Ad-Free and Ad-Supported Plans

Ampere Analysis data shows the average price gap between ad-free and ad-supported plans at Netflix, Disney+ and Prime Video grew from $4.53 to $5.35 globally over two years, with Netflix's US gap widening from $8.50 to $11 as ad-free tiers absorb the larger increases. Ampere projects North American ad-tier revenue will exceed $45 billion this year and reach 54% of the region's subscription streaming revenue by end-2026.