Why Did Netflix’s Red Hot Subscriber Growth Cool Off?

Netflix subscriber growth in 2020-Q3:
1) Projected – 2.5M
2) Actual – 2.2M

Related: My thoughts on Netflix’s (Potential) Impact On Convergent TV Advertising

Netflix subscriber growth in 2020-Q3 (% of total):
1) International – 2.0M (92%)
2) U.S./Canada – 200K (8%)
3) Total – 2.2M

Netflix subscribers (% of total):
1) International – 122.1M (63%)
2) U.S./Canada – 73.1M (37%)
3) Total – 195.2M

Netflix subscribers by quarter (YoY growth):
1) 2015-Q3 – 69.2M
2) 2016-Q3 – 86.7M (↑ 25%)
3) 2017-Q3 – 104.0M (↑ 20%)
4) 2018-Q3 – 130.4M (↑ 25%)
5) 2019-Q3 – 158.3M (↑ 21%)
6) 2020-Q3 – 195.2M (↑ 23%)

What Mrs. Screens is reading: Why Did Netflix Cancel ‘Away’? (Hint: The Company’s Going Through A Midlife Crisis)

The average lifespan for a Netflix show (YoY change) according to Bloomberg:
1) 2015 – 2.80
2) 2016 – 2.47 (↓ 12%)
3) 2017 – 2.27 (↓ 8%)
4) 2018 – 1.89 (↓ 17%)

Share of minutes viewed in streaming according to the Entertainment Strategy Guide:
1) NBCUniversal – 24%
2) WarnerMedia – 20%
3) ViacomCBS – 19%
4) Disney-Fox – 16%
5) Sony – 12%
6) Amazon Studios – 3%
7) Netflix – 3%
8) Other – 3%

More #1: Netflix’s Ted Sarandos on Expanding Animation, Global Vision and His Leadership Style

More #2: It’s Netflix’s World—And They Intend to Keep It That Way

More #3: Reed Hastings Had Us All Staying Home Before We Had To

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