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Headline Takeaways:

  • NFLX Standard With Ads Feedback remains positive (better than consumers expected, price point on the money, ad-load expectations remain consistent).
  • NFLX self-reported Account Sharing declined sequentially.
  • The share of NFLX subs contemplating churning dropped sequentially.
  • Consumer sentiment toward the value of Netflix improved (pricing power not as high as peak Covid, but improved q/q).
  • NFLX subs increasingly see competition as incremental, not replacement.
  • There is demand, especially among younger cohorts, to hear from cable news personalities directly via social media or streaming platforms.


Posted on

July 14, 2023