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:

  1. The impact of returning seasons of key series Ozark, Stranger Things and Umbrella Academy
  2. The effect of the decision to split Stranger Things 4 into two parts, spanning the quarter end
  3. The impact of price changes on subscriber retention
  4. The effects of price adjustments and changing tiering mix on revenue

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