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Production of bean sprouts using the toxin 6-Benzylaminopurine (6-BAP) has led to criminal proceedings in Lao Cai, authorities said, after police uncovered a facility supplying toxic sprouts to wholesale markets. On April 4, Lao Cai Provincial Police announced the indictment of Chu Thi Hoa (born 1990, from Phu Tho) for…
Netflix has raised prices for U.S. subscribers by $1 to $2 per month, depending on the subscription tier, according to a recent update to shareholders. The move underscores the company’s reliance on continued revenue growth—specifically, double-digit percentage growth—to support its current valuation.
In its fourth-quarter letter to shareholders, Netflix signaled that revenue growth in 2026 would be driven “by increases in membership and pricing.” Following that guidance, the company announced U.S. price increases ranging from $1 to $2 per month based on tier.
Netflix remains the leading streaming service in the U.S. The company ended 2024 with nearly 90 million subscribers across the U.S. and Canada, though it stopped providing exact subscriber counts to investors last year.
Competitors have smaller domestic subscriber bases. Walt Disney reported 60 million U.S. subscribers for Disney+ and Hulu as of the end of September, while Warner Bros. Discovery had a similar number of domestic subscribers across its streaming services as of the end of 2025.
Beyond subscriber counts, Netflix’s engagement levels stand out. Data cited from eMarketer shows the average U.S. subscriber watches Netflix for over one hour per day. Hulu is listed as the next closest competitor at 36 minutes.
Netflix’s management has pointed to engagement trends as evidence of value for subscribers. During the fourth-quarter earnings call, CEOs Greg Peters and Ted Sarandos said Netflix originals were rising faster than second-run series and films. They also referenced declining churn rates, which they said indicates higher customer satisfaction—factors that supported the decision to increase pricing.
Even after the latest increase, Netflix’s standard pricing is described as not much higher than its biggest competitors. The company’s ad-supported tier is also said to remain well below competitors’ ad rates, which management views as a potential long-term growth lever.
The article notes an $11 per month difference between Netflix’s ad-supported tier and its standard tier. It argues that Netflix could offset that gap through advertising revenue, supported by its high engagement. Management expects to double its ad revenue this year, with additional runway for growth.
The combination of strong advertising results and high engagement could allow Netflix to raise prices more frequently than in the past, supporting the double-digit growth needed to justify its earnings multiple of 30. The article also points to steady operating-margin expansion over the next few years as a factor that could underpin the company’s outlook.
In brief\n\nBitcoin dropped to about $93,000, falling back below the EMA50 and putting its recent golden cross at risk of invalidation. The global crypto market cap stands at $3.15 trillion, down 2.38% in 24 hours. On Myriad Markets, 82% of the money is betting on Bitcoin pumping to $100K before…
