Netflix Posts Record Q1 Subscriber Gains, Weak Forecast Pushes Stock Down

Netflix subscriber growth in 2019-Q1: 1) Projected — 8.9M 2) Actual — 9.6M

Netflix subscribers (% of total): 1) International — 88.6M (60%) 2) Domestic — 60.2M (40%) 3) Total — 148.9M

Netflix total subscribers (YoY growth): 1) 2018-Q1–118.9M 2) 2019-Q1–148.9M (↑ 25%)

More #1: ‘Netflix Killers’? Why Netflix May Actually Benefit From Disney+ and Other Streaming Entrants

More #2: After a long winning streak, Netflix’s vulnerabilities are becoming clearer

More #3: “We Don’t Have Any Advertising, So We Don’t Sell Any Data”: Can Netflix Take Over the World Without Turning Evil?

State of the Screens

Welcome to State of the Screens. Our goal is to summarize the top trends and must-read articles that touch on the convergence of television and digital advertising.