We ran some more cross-tab analysis this morning on recent adders of Netflix (in the past three months) and recent cancellers of Netflix (in the past month). Those who say their income is lower and those who say they think we will go into a recession are more likely to be a net negative on net adds. It is more the change in income or the expected change in income that moves them to churn than their income level itself. We have been working to try to understand how Netflix will be impacted from : a) social distancing with no sports and b) an economic downturn. We hope this slide is helpful, and will follow up with more data after we ask about this very specifically in our next survey. 

Slide Here and Pictured Below:Bespoke – NFLX Adds and Churn Analysis