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Original content investment drives subscriber growth ahead of expectations, with ANZ emerging as a key contributor.
Dan Blair · Venture InsightsPeriod: 2Q 20154 min read
Last updated
Total subscriber additions in 2Q 2015
Expected P&L content spend for 2016
This report analyses Netflix's 2Q results, which saw subscriber additions of 3.3m exceed consensus estimates of 2.5m. The growth is primarily attributed to aggressive investment in original content, with the company planning to spend US$5b on content in 2016. The analysis highlights the significant contribution of the Australia and New Zealand markets to international growth and explores Netflix's strategic pivot into movie production and potential new genres like reality and sports to maintain its competitive moat.
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stakeholder implications · PDF download
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