Netflix subscriber growth in 2019-Q2:
1) Projected – 5.0M
2) Actual – 2.7M
Netflix subscriber total in the U.S.:
1) 2019-Q1 – 60.2M
2) 2019-Q2 – 60.1M (↓ 100K)
This is their first net subscriber loss since 2011.
Netflix monthly cost for a standard plan in the U.S.:
1) Oct-2017 – $11
2) Jan-2019 – $13 (↑ 18%)
Hold the panic: Great take from Matthew Ball on why this subscriber drop is overblown.
Our take: Any business would gladly take a 0.1% drop in customers if they could increase prices by 18%!
Stranger Things viewers over the first four days of release:
1) Season 2 (Oct-2017) – 10.6M
2) Season 3 (Jul-2019) – 12.8M (↑ 21%)
Video: All growth opportunities for Netflix are going to be coming from abroad, says Axios’ media reporter
Podcast #1: Recode’s Peter Kafka: ‘Netflix is winning’
Podcast #2: The battle to dethrone Netflix
More #2: Netflix thought it would have 5 million new subscribers this quarter. Instead it added 2.7 million.
More #3: ‘The Town Hall of Hollywood.’ Welcome to the Netflix Lobby.
