Possible scenario
Ad Tier Migration
20% Chance
The higher ad-free price pushes more households toward the lower-cost ad-supported tier. That can still be constructive if advertising revenue per user rises enough to replace lost premium subscription revenue.
Secondary impacts
- Consumer Services +0.1%
- Business Services +0.1%
Tickers
- DIS+0.3%
- TTD+0.2%
- NFLX+0.1%
Portfolio impact
S&P 500+0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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