Platforms are moving away from chasing subscribers and focusing on earning more from each viewer. That shift, sparked by bold pricing moves like Amazon's nearly 70% ad-free tier increase, could unlock a new wave of profitability across the entire industry.
As more viewers land on ad-supported plans, the companies supplying the technology behind those ads stand to benefit enormously. This group includes several of the key players making that digital advertising ecosystem work.
This basket was carefully assembled by professional analysts at exactly the moment the streaming industry is repricing itself. If this monetisation trend continues to accelerate, the timing for these stocks could be particularly interesting.
This basket's total market capitalisation is $718.21B and is heavily weighted towards a few large-cap stocks that anchor its profile. That concentration generally implies lower volatility and closer tracking of broader markets versus small-cap‑led baskets.
NFLX: $402.41B
SPOT: $106.25B
TTD: $13.01B
The streaming industry is going through a major shift. Instead of chasing subscriber numbers, platforms are now focused on making more money from the users they already have. Amazon's decision to raise the price of its ad-free tier by nearly 70% is a clear signal of this change. This group captures that moment by combining leading streaming platforms with the ad-tech companies that power digital advertising behind the scenes.
This is a diverse group that spans two connected parts of the digital entertainment world: streaming platforms and advertising technology. Some companies here operate well-known video and audio services, while others provide the infrastructure that helps advertisers reach viewers on those platforms. The group carries a mix of large, established names and smaller, high-growth players, so risk levels can vary across individual assets.
These stocks were carefully handpicked by professional analysts to target a specific and timely opportunity: the monetisation wave sweeping through streaming and digital advertising. Each company either directly benefits from higher subscription pricing, gains from the growth of ad-supported viewership, or provides the technology that makes connected TV advertising possible. Nothing here was chosen at random.
Amazon is increasing the cost of its ad-free Prime Video tier by nearly 70 percent, reflecting a widespread push to boost streaming profitability. This shift toward premium add-ons and ad-supported base plans creates a strong outlook for major entertainment networks and digital advertising platforms.
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Published on March 14
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
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NETFLIX INC
NFLX
Current Price
$82.01
As a direct streaming competitor to Amazon, Netflix stands to benefit from industry-wide price increases and the pivot toward profitable ad-supported ...
As a direct streaming competitor to Amazon, Netflix stands to benefit from industry-wide price increases and the pivot toward profitable ad-supported tiers.
SPOTIFY TECHNOLOGY S.A.
SPOT
Current Price
$549.99
Though focused on audio, Spotify's dual model of premium subscriptions and ad-supported tiers validates the pricing leverage and ad monetisation strat...
Though focused on audio, Spotify's dual model of premium subscriptions and ad-supported tiers validates the pricing leverage and ad monetisation strategy expanding across digital entertainment.
THE TRADE DESK INC
TTD
Current Price
$13.16
The Trade Desk is a leading digital ad-buying platform that benefits directly from the surge in Connected TV ad inventory generated by new ad-supporte...
The Trade Desk is a leading digital ad-buying platform that benefits directly from the surge in Connected TV ad inventory generated by new ad-supported streaming tiers.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+53.27%
On average, analysts expect assets in this group to grow 53.27% over the next year.
10 of 15 assets in this group are rated Buy by professional analysts.
