As of September 30th, Netflix has over 158 million total subscribers – 60.6 million at home and 97.7 million around the world.
Netflix missed its quarterly subscriber forecast for the second consecutive quarter in a row. The company’s slowdown ahead of the introduction of several new subscription services is a troubling sign.
Disney will ban all advertisements from Netflix across all of Disney’s entertainment platforms, including its television networks.
The battle between streaming services is heating up. Amazon and Disney have been unable to reach terms regarding Amazon’s Fire TV devices.
Apple raised its commitment from $2 billion to $6 billion this year to fund original shows and films for its new subscription video service, Apple TV+.
Netflix signed a five-year deal with Sony Pictures Television worth $500 million to become the exclusive worldwide streamer for Seinfeld.
Apple TV+ subscription service will launch on November 1st for $4.99 a month. However, with only a handful of shows available, it will not frustrate the launch of Disney+ or challenge Netflix in a meaningful way.
Netflix’s long-time streaming competitors Hulu and Amazon Prime Video are starting to capture more viewing marketshare.
Part Two: Netflix Trends, International, Feature Films. Through the first six months of 2019, Netflix’s customer acquisition costs have ballooned to $292 per subscriber.
Part One: Netflix Subscribers and Exclusivity. Netflix lost subscribers in the United States for the first time in nearly a decade. The next battleground in streaming will take place over content exclusivity.