During its Q1 2022 earnings, Netflix, after much speculation, confirmed that it would introduce advertising on the service. Netflix considered a number of partners, with The Trade Desk, NBCUniversal (Comcast), and Google thought to be the front runners to partner with Netflix, but in the end, Microsoft proved to be the winner.
This insight examines the underlying issues forcing Netflix to reverse its position regarding advertising and why it chose Microsoft as its ad partner.