Movistar, MasOrange and Vodafone increased their monthly fees by €1–€2 after Netflix raised its subscription prices, effectively passing the cost onto their customers. The move shows how streaming‑service price hikes are transmitted to consumers via telecom bundles, influencing household expenditures and the operators’ average revenue per user. Movistar, MasOrange, Vodafone (telecom operators); Netflix (streaming platform); Spanish consumers. Operators may review bundle pricing and consider promotional discounts; Netflix will monitor subscriber response in Iberian markets; regulators could scrutinise the pass‑through practice for compliance with price‑transparency rules. Movistar, MasOrange and Vodafone each announced modest price increases for their mobile and broadband plans, directly linking the moves to Netflix’s recent subscription‑price adjustment. The passthrough illustrates how streaming‑service cost pressures are being transferred through telecom bundles, potentially affecting household spending and operator ARPU. While the immediate financial impact appears limited, the pattern may draw regulatory attention to pricing transparency in bundled digital services.
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