Do you have any data that shows Netflix didn’t lose subscribers in markets where they cracked down on password sharing? I keep seeing people saying this is the case, but all the news stories I’ve read say that Netflix is only adding subscribers in the cheaper markets (like India and South America).
Slightly off topic, but starting 2025 they’re going to stop providing quarterly subscriber numbers to focus on “other metrics” related to revenue and growth.
Subscribers are subscribers are subscribers, the total is up so even if they lost some in the US/European market, the rest of the world makes up for it.
Emerging markets pay around $6 a month for Netflix. Basically the “password crackdown” markets are subsidizing the new subscriptions where Netflix is trying to gain a foothold. It’s the typical “get ‘em hooked, then start raising prices.”
Sure but if subscriptions were stagnating before and they’re increasing more than ever, it ends up compensating for the loss of people who used to pay more.
They’ve tested the waters, and people will most probably wind up staying, as their password crackdown demonstrated.
Do you have any data that shows Netflix didn’t lose subscribers in markets where they cracked down on password sharing? I keep seeing people saying this is the case, but all the news stories I’ve read say that Netflix is only adding subscribers in the cheaper markets (like India and South America).
Slightly off topic, but starting 2025 they’re going to stop providing quarterly subscriber numbers to focus on “other metrics” related to revenue and growth.
https://www.hollywoodreporter.com/business/business-news/netflix-to-stop-providing-subscriber-numbers-1235877111/
That could be true, I was going on the fact of what they reported and how their stock jumped up because of what they said as well.
They’ll never mention how many people left though (unless that info is out there too?)
https://www.reuters.com/technology/netflix-subscriber-growth-focus-gains-password-sharing-crackdown-seen-easing-2024-04-17/
Subscribers are subscribers are subscribers, the total is up so even if they lost some in the US/European market, the rest of the world makes up for it.
Emerging markets pay around $6 a month for Netflix. Basically the “password crackdown” markets are subsidizing the new subscriptions where Netflix is trying to gain a foothold. It’s the typical “get ‘em hooked, then start raising prices.”
https://www.hollywoodreporter.com/business/business-news/netflix-price-drop-international-password-sharing-1235332333/#!
Sure but if subscriptions were stagnating before and they’re increasing more than ever, it ends up compensating for the loss of people who used to pay more.
Not only staying, they’ll stay and pay more