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State of the Screens

Netflix, Welcome to Ratings Hell

By July 25, 2019No Comments

Netflix subscriber growth in 2019-Q2:
Projected – 5.0M
Actual – 2.7M

Netflix subscriber total in the U.S.:
1) 2019-Q1 – 60.2M
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.:
Oct-2017 – $11
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:
Season 2 (Oct-2017) – 10.6M
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 #1: Netflix Won’t Be Felled by Recession, Bond Markets, Debt or Cash Losses (Netflix Misunderstandings, Pt. 8)

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.

Michael Beach

Michael Beach

Michael Beach is the Chief Executive Officer of Cross Screen Media, a media analytics and software company that enables marketers to plan, activate, and measure CTV and linear TV at the local level. Michael is also the founder and editor of State of the Screens, a weekly newsletter focused on video advertising that is a must-read for thought leaders in the advertising industry. He has appeared in such publications as PBS Frontline, The Wall Street Journal, The New York Times, Axios, CNBC and Bloomberg, and on NPR’s Planet Money podcast.

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