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Netflix’s Ad Tier Reached 23 Million Monthly Active Users in January 2024

Netflix’s ad-supported plan reached 23 million global monthly active users in January 2024. The figure counts monthly users, not paid subscriptions or households; Netflix reported 40 million MAUs by May.

By DocumentaryTube Team 2 min read
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Netflix’s ad-supported plan reached 23 million global monthly active users (MAUs) in January 2024, the company said. That figure counted people using the ad tier during the month—not 23 million paid subscriptions or households. Netflix later reported that the audience had grown to 40 million MAUs by May 2024.

What Netflix meant by 23 million users

On its January 23, 2024, Q4 earnings call, Netflix management said: “We’re now at 23 million MAUs, and we see that continuing to grow in the quarters ahead.” Netflix’s Q4 2023 earnings call

MAU means monthly active user: someone who used Netflix’s ad-supported plan during the month. It is an audience measure, not a count of paid subscriptions or households. The January announcement did not give a full geographic breakdown or establish how many users were new customers versus people who switched from an ad-free plan. It therefore should not be read as 23 million unique paying households.

How quickly the ad audience grew

Netflix launched its ad-supported plan in November 2022. The company’s reported milestones show rapid growth, though each figure is a snapshot at a different date.

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Reported date Global ad-tier MAUs What Netflix said
November 1, 2023 15 million Reached one year after launch. Netflix announcement
January 2024 23 million Reported on the Q4 2023 earnings call. Netflix earnings call
May 15, 2024 40 million Netflix said the figure was up from 5 million a year earlier. Netflix Upfront announcement

These are historical figures, not a current audience count. Netflix’s May 2024 update also said that more than 40% of signups in countries where its ad plan was available came through that plan. That describes signups in those markets, not the share of Netflix’s entire global subscriber base.

What the milestone meant for advertisers

A 23-million-person monthly audience gave advertisers a substantial potential reach on a plan launched just over a year earlier. In its May 2024 Upfront announcement, Netflix listed measurement and verification partners including Affinity Solutions, DoubleVerify, EDO, Integral Ad Science, iSpotTV, Kantar, Lucid, NCSolutions, Nielsen and TVision. The list indicates that Netflix was building out measurement and verification for its ad offering; it does not establish that every partner was available in every market or that the partners had an affiliate relationship.

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How to interpret Netflix’s audience figures

MAUs are not directly comparable with another streaming service’s subscriber, household or viewer totals. A fair comparison needs to match the metric and reporting date, account for the countries where the ad plan was offered, and consider whether users who switched from an ad-free plan are included. The January 2024 figure alone does not answer those questions for a service-to-service comparison.

Reuters, citing Variety’s account of Netflix advertising president Amy Reinhard’s CES comments, reported that 85% of customers on Netflix’s ad-supported plans streamed for more than two hours per day. This is a reported viewing-duration claim, not a breakdown of the 23 million MAUs by household or subscriber status. Reuters report

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