Ad tiers now drive 54% of North American streaming revenue: Ampere

Ampere Analysis projects ad-supported tiers will generate 54% of North American subscription streaming revenue in 2026, with ad revenue alone topping $18B. Prime Video’s opt-out model leads the pack, and P&G, Amazon and Walmart already drive 22% of impressions.

Why it matters. Streaming services now count ad-tier revenue as the majority of subscription income, forcing platforms and buyers to treat ad-supported metrics, not subscriber counts, as the primary measure of streaming performance.

Signal from advanced-television.com · read the original.

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