Netflix

Everyone You Know Just Signed Up for Netflix

Netflix subscriber growth in 2020-Q1:
1) 
Projected – 7.2M
2) 
Actual – 15.8M

Netflix subscribers (% of total):
1) 
International – 112.9M (62%)
2) U.S./Canada – 70.0M (38%)
3) Total – 182.9M

Netflix subscriber growth in 2020-Q1 (% of total):
1) International – 13.5M (85%)
2) U.S./Canada – 2.3M (15%)
3) Total – 15.8M

Netflix subscribers by quarter (YoY growth):
1) 2015-Q1 – 62.3M
2) 
2016-Q1 – 81.5M (↑ 31%)
3) 2017-Q1 – 94.4M (↑ 16%)
4) 2018-Q1 – 118.9M (↑ 26%)
5) 2019-Q1 – 148.9M (↑ 25%)
6) 2020-Q1 – 182.9M (↑ 23%)

Wow: Netflix added 34M subscribers over the past year!

Big question: Did something happen in March???

Sign up growth rate increase between February and March according to ANTENNA:
1) Disney+ – ↑ 108%
2)
 Netflix – ↑ 93%
3) HBO – ↑ 72%
4) Hulu – ↑ 50%
5) CBS All Access – ↑ 23%
6)
 Starz – ↑ 20%
7) Showtime – ↑ 11%
8) Apple TV+ – ↑ 2%

Share of subscribers that also use Netflix according to MoffettNathanson/HarrisX:
1) 
Disney+ – 87%
2) 
Hulu – 81%
3) 
Apple TV+ – 81%
4) 
Amazon Prime Video – 78%

Video: Netflix is making staying at home ‘a little more bearable’

More #1: Netflix CEO Expects Slower Subscriber Growth in Second Half 2020 After COVID-19 Bump

More #2: Netflix’s Streaming Gains May Grow Amid Virus Crisis, Analyst Forecasts

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