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THB #304a: Netflix Q4 2022

davidpoland.substack.com

THB #304a: Netflix Q4 2022

David Poland
Jan 20
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THB #304a: Netflix Q4 2022

davidpoland.substack.com

I don’t know what to tell you. As usual, the response to a Netflix quarterly is irrational. After explaining last quarter that they weren’t going to prioritize sub growth, the only really good number here is… sub growth. They added 7.66 million subscribers, most notably in Europe (EMEA), where they added 3.2 million. U.S. is still flat, under 1 million subs added. Europe had 1.2 million ads. Both Latin America and Asia Pacific added 1.8 million.

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