Will Netflix say “Ad-Supported”?

Netflix did not say “Ad-Supported” on its Oct 20, 2026 call (FY26 Q3); it said it on 2 of its last 8 calls: 0, 0, 1, 0, 2, 0, 0, 0 times. As of Oct 24, 2026, Netflix said “Ad-Supported” on 2 of 7 calls with a settled Kalshi or Polymarket mention market since Apr 17, 2025 (29%), most recently on Jan 20, 2026. Parrot’s p for the next listing is 27% (n=7, from settlement history blended with transcripts), not a forecast.

27%from settlement history blended with transcripts · n=7counts: company speakers + operator
Last 10
2/7Last 10 settled, oldest to newest: no yes no yes no no no
Streak
not said the last 3 times
Counts
company speakers + operator
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API

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GET /api/v1/word?entity=netflix&word=ad%20supported

Updated

Where it was said

quotes of at most 25 words; select an appearance

Netflix

Ad-Supported

Probability
27% · n=7
Settled
2/7 (29%)
Last calls
said in 2 of 8

Next listing counts: company speakers + operator

FY26 Q3 earnings call, Oct 20, 2026 · not said

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FY26 Q2 earnings call, Jul 16, 2026 · not said

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FY26 Q1 earnings call, Apr 16, 2026 · not said

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FY25 Q4 earnings call, Jan 20, 2026 · said 2 times (counts)

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Counts: company speakers + operator

2 counted (0 in prepared remarks, 2 in Q&A).

Spencer WongcompanyqaIn transcript

…ads potential in 2026, do you think you could reach parity on ARM, average revenue per membership, or ad-supported for ad-supported versus your ad-free plans?

Every match in the transcript

FY25 Q3 earnings call, Oct 21, 2025 · not said

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FY25 Q2 earnings call, Jul 17, 2025 · said 1 time (counts)

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Counts: company speakers

1 counted (0 in prepared remarks, 1 in Q&A).

Spencer WangcompanyqaIn transcript

…path to additional tiers of service based on types of content available? Or will Netflix always make all content available at the ad-free/ad-supported price points?

FY25 Q1 earnings call, Apr 17, 2025 · not said

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FY24 Q4 earnings call, Jan 21, 2025 · not said

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Every settled listing

newest first · 8 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
Oct 20, 2026Ad-SupportedKalshiNo0
Jul 16, 2026Ad-SupportedKalshiNo0
Apr 16, 2026Ad-SupportedKalshiNo0
Jan 20, 2026Ad-SupportedPolymarketYes2
Jan 20, 2026Ad-SupportedKalshiYes2
Oct 21, 2025Ad SupportedKalshiNo0
Jul 17, 2025Ad-supportedKalshiYes1
Apr 17, 2025Ad-supportedKalshiNo0

Questions

How many times did Netflix say “Ad-Supported” on its last earnings call?
Netflix did not say “Ad-Supported” on its Oct 20, 2026 call (FY26 Q3); it said it on 2 of its last 8 calls: 0, 0, 1, 0, 2, 0, 0, 0 times.
How often does Netflix say “Ad-Supported”?
As of Oct 24, 2026, Netflix said “Ad-Supported” on 2 of 7 calls with a settled Kalshi or Polymarket mention market since Apr 17, 2025 (29%), most recently on Jan 20, 2026.
What is the probability Netflix says “Ad-Supported” next time?
27%, from settlement history blended with transcripts (n=7). It is a base rate from history, not a forecast and not advice.
Who has to say it for the market to count?
Under the next market's rule: company speakers + operator.

Cite parrot.markets, “Netflix: ‘Ad-Supported’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/NFLX/words/ad-supported (CC BY 4.0)

Agents: this page as TSV at /api/v1/word?entity=netflix&word=ad%20supported · quotes: /api/v1/quotes?entity=netflix&word=… · columnar JSON in #parrot-data · llms.txt · MCP