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Tuesday, 1 August 2023

Ampere Analysis: ad tiers from Netflix, Disney, and others have collectively crossed 100M users in the US; 90%+ of Hulu subscribers are on its ad-supported tier (Lucas Manfredi/The Wrap)

Lucas Manfredi / The Wrap:
Ampere Analysis: ad tiers from Netflix, Disney, and others have collectively crossed 100M users in the US; 90%+ of Hulu subscribers are on its ad-supported tier  —  London-based research firm Ampere Analysis estimates that ad tiers from Netflix, Disney and others have collectively surpassed 100 million users



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Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

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