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Most recents (2)
1/ Netflix Earnings Report Thread - Q3 of 2020
Hypothesis: Netflix subscriber growth was low due to a weak content slate in the most recent quarter.
Hypothesis: Netflix subscriber growth was low due to a weak content slate in the most recent quarter.
2/ Netflix guided to 2.5 million subscribers, which they were under by .3 million, at 2.2. (The street was estimating 3M.)
I don't care about estimates, though, because why set expectations on expectations? For me, the question is growth: is it slowing or accelerating.
I don't care about estimates, though, because why set expectations on expectations? For me, the question is growth: is it slowing or accelerating.
3/ Honestly, this chart looks like slowing. It's got high growth regular, then 2020 starts to hop around like toddler drawing an "M". 
1/ Time to dig deep into some Netflix data. #Netflix #Datecdote $NFLX @Netflix
A Thread on Netflix' Feature Film Performance
A Thread on Netflix' Feature Film Performance
2/ Before we get to the data—and we have lots of tables/charts coming—I want to explain where the data comes from and the “5 Data W’s” of this thread.
3/ My biggest gripe on most “data” journalism is they don’t do this.
They obscure global numbers vs US, subscribers versus views and time period measured.
They obscure global numbers vs US, subscribers versus views and time period measured.
