Netflix's US subscriber loss
18 July 2019
Netflix lost 126,000 US subscribers (net) in Q2, the first time this has happened since 2011 when a price rise accompanied the Qwikster debacle
This time a price rise—of one or two dollars, depending on tier—was one culprit, but the soft release schedule of big, returning original series, which usually give a bump to subscriber additions, played a part
Q3 has those series returns in spades, Stranger Things, Orange Is the New Black, Money Heist and Mindhunter likely driving subscriber numbers back up, but the suggestion that there is less flexibility to raise prices than previously assumed is a worry for Netflix and incoming competitors