Netflix Q2s - pre-results analysis
Ahead of of Netflix's Q2 filings, Ampere looks at patterns in sign-up and cancellation activity in the US market, assessing whether the strong content line-up in the quarter was able to offset the effects of pricing changes on subscriber additions. The analysis covers:
- The impact of returning seasons of key series Ozark, Stranger Things and Umbrella Academy
- The effect of the decision to split Stranger Things 4 into two parts, spanning the quarter end
- The impact of price changes on subscriber retention
- The effects of price adjustments and changing tiering mix on revenue
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Rahul Patel, Nick Thomas, Jack Genovese, Mayssa Jamil
The Amp Podcast transcript: How are streaming services adapting their content strategies to grow?
Nick Thomas is joined by Rahul Patel, Mayssa Jamil and Jack Genovese. Rahul discusses the weaknesses of Netflix's movie strategy compared to its TV series offering. Mayssa looks at the rise of big-budget franchises funded by the global streaming services. Finally, Jack details the role of sports rights in the streaming wars, and why we shouldn't expect Netflix to get involved anytime soon.
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