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Netflix’s US subscriber loss - Venture Insights

Report Overview

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Netflix’s US subscriber loss

PublisherEnders Analysis.
Publish Date August 12, 2019
Sector Media, SVOD.

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Netflix lost 126,000 US subscribers (net) in Q2, the first time this has happened since 2011 when there was a price rise and the Qwikster debacle

This time a price rise—of one or two dollars, depending on tier—was one culprit, but the soft release schedule of big, returning original series, which usually give a bump to subscriber additions, played a part

Q3 has those series returns in spades, with Stranger Things, Orange is the New Black, Money Heist and Mindhunter likely driving subscriber numbers back up, but the suggestion that there is less flexibility to raise prices than previously assumed is a worry for Netflix and incoming competitors

List of charts/tables

Figure 1. Netflix paid subscriber net adds (000)