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After Australia last year, the UK just announced restrictions on social media apps such as Instagram, TikTok, YouTube and Facebook from being used by the under-16 age group. Many more countries are considering the same. If even a portion of screen time ends up on Netflix, then it can gain more viewing hours, ad inventory and ad dollars. That could add more fuel to Netflix’s ad business, which is estimated to reach $3bn in revenue by the end of 2026 …
— ORIGINAL POST ·
Netflix may gain from under-16 social media bans
· r/ValueInvesting
· Jun 15, 2026