Recall we track net subscriber adds by tracking the content available while taking into account seasonality and internet penetration rates. These were all statistically significant factors in forecasting net subscriber additions. Prior to the T-Mobile deal, we found that Q3 net subscriber additions were on pace to miss Q3 estimates. We estimated 4M vs. NTFX guide of 4.4M. Post the T-Mobile deal, we expect Q3 net subscriber additions will exceed Q3 estimates. We estimate 5.34 vs. NTFX guide of 4.4M. We forecast that 2.9M T-Mobile Family Plans will be added to NFLX from T-Mobile alone and a few hundred thousand coming […]
Daily Archives: Wednesday, September 13, 2017 1:45pm
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