Thread by @EntStrategyGuy

How to prep for Netflix's Earnings call later today?

With some predictions!!!

entertainmentstrategyguy.com/2021/01/19/did…

My goal was to compare content to subscriber growth to see what I could see.

The caution is we're firmly in the realm of small sample sizes. We only have Netflix datecdotes back to Q4 2018, which means 8 quarters to judge.

First Prediction:

We see Hubie Halloween and Christmas Chronicles 2 datecdotes in Film. Hillbilly Elegy is a maybe.

This is a list of any movie that made the Nielsen weekly top ten, but hasn't been datecdoted.

entertainmentstrategyguy.com/2018/12/04/int…

Want to know how big the datecdotes are? My guess is here, prediction 2:

TV is tougher, but the highest rated content in Q4 that we haven't seen numbers for is The Crown and Haunting of Bly Manor.

OVerall, I think content was better than Q2/Q3, but definitely lagged the monster Q1.

Or here...

Bridgerton/Midnight Sky will likely boost the last two weeks, but probably nowhere need March.

In all...I think we're down for a slightly weaker quarter for sub growth in UCAn compared to Q1/Q2. Likely in the sub 1% growth range, but probably not negative. (That's my last prediction.)