Quote:
Originally Posted by Horizon
And those US figures are with Disney and Apple launching, yet Netflix still added customers in America.
I'd expect another 20m customers this year, another 20m next, then see what impact Disney and the other steamers have once they've fully launched globally.
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I don’t think the situation is so straightforward as to say competition arrives will result in an immediate fall.
Clearly, it’s hitting growth in the USA, and while subscriber numbers are up the ARPU is much lower (and falling) in dollar terms in Asia Pacific and Latin America regions. With high debt, and increased spend, it’s a bad time to be relying on low value additions over high value North American growth.