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Netflix may gain from under-16 social media bans
Investor summaryBullish
UK and other countries banning social media for under-16s could shift screen time to Netflix, boosting its ad revenue.
Bull points
- Social media bans for minors could shift screen time to Netflix.
- Increased viewing hours will boost ad inventory and revenue.
- Ad business projected to reach $3bn by 2026 with 100% growth.
Post body
After Australia last year, the UK just announced restrictions on social media apps such as Instagram, TikTok, YouTube and Facebook from being used by the under-16 age group. Many more countries are considering the same.
If even a portion of screen time ends up on Netflix, then it can gain more viewing hours, ad inventory and ad dollars. That could add more fuel to Netflix’s ad business, which is estimated to reach $3bn in revenue by the end of 2026 at a 100% growth rate.
Discussion · top comments5 selected
u/Top_Category_2526 1· 7h ago
META > NETFLIX
DISNEY > NETFLIX
Yupp
u/WorldRank1CatFancier 1· 7h ago
uk is a small market
u/Negative-Support-519 1· 6h ago
Duolingo will be a hidden winner from this if social media is banned for age of 16.