We have updated our net subscriber addition regression model based on Q3 results. Our forecast model now has an adjusted r-squared of 0.99 for tracking net subscriber additions using 18 degrees of freedom. We have applied this model to Q4 programming using data for the week ended November 25, 2017. Based primarily on the performance of it’s original content, we believe Netflix will add anywhere between 7.7 million to 8.2 million subscribers in Q4. This estimate is up from our estimate of 7.4 million net additions at the end of Q3 and would be a strong beat against management’s guidance of 6.4 million net adds. The findings […]
Subscriber Analysis
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