Netflix's AVOD tier - what we know so far - UPDATED

• 220419 (22Q2): plans cheaper AVOD tier in 1-2 yr; 2 acquisitions (Scanline, Boss Fight Entertainment) cash cost $125m;
• 220510 (NY Times) plans to launch cheaper AVOD tier 22Q4
• 220608 (rumour) considers offer for Roku
• 220614 (rumour) talks with Roku, Comcast on handling ad sales for ad-supported tier
• 220621 (rumour) talks with Google, Comcast (incl FreeWheel for tech, NBCU), Roku, DoubleVerify to develop ad-supported tier
• 220630 (NY Times) talks with rights holders over ad placement (WSJ): renegotiates content deals with Warner Bros, Universal, Sony Pictures Television
• 220713 (statement) Partners with Microsoft for ad sales on AVOD tier [see 220419] (WSJ) based on Microsoft's Xandr unit; plans AVOD service in >10 countires (incl Canada, UK) end 2022
• 220719 (22Q2) plans AVOD tier early 2023 (may lack some content that was not renegotiated for ads)
• 220803 (WSJ) to charge advertisers $80 per 1000 views (SMI) may charge $25-45 CPM
• 220827 (Bloomberg) AVOD tier to cost 7-9 $/mo, ad load 4 min/hr (not in kids programming or in original movies), to launch 22Q4
• 220831 (WSJ) seeks $65 CPM from advertisers [see 220803], AVOD tier to launch 221101, to cap spending to 20m $/brand/yr, to sell 15 & 30 sec ads before & during programs
• 220901 (Variety) to launch AVOD tier 221101 (before Disney+ AVOD 221208) in US, Canada, UK, DE, FR, advertisers commitment minimum 10m $/annum, targets 500k subs YE 2022, will not serve ads based on geography (except by country), age, gender, viewing behavior, time of day; frequency cap for individual ads 1 view/hr & 3 views/day, $65 CPM is soft (negotiable)
• 220914 (WSJ): plans to launch AVOD Dec 2022 in US, Canada, Brazil, Mexico, Japan, S Korea, Australia, UK, FR, DE, ES, IT; expects 40m AVOD subs end 2023 (o/w 13.3m in US), 4.4m YE 2022 (o/w 1.1m in US)