The Data Behind Netflix’s Q3 Beat Earnings What Happened
-- Earnings per share: $1.47 vs. $1.04 expected
-- International paid subscriber additions: 6.26 million vs. 6.05 million expected
-- Stock price surged more than 8% in extended trading
Grow your mobile business 2 Apptopia’s data was a strong leading indicator of new growth
-- Netflix increased new installs of its mobile app 8.4% YOY and 13.5% QOQ.
-- New international installs of Netflix are up 11.3% YOY and 17.3% QOQ.
-- New domestic installs of Netflix are down 3.6% YOY and 8.3% QOQ.
Grow your mobile business 3 Other Indicators of Netflix’s Q3 2019 performance
Netflix Domestic Growth YoY Netflix Global Growth YoY
Q3 2018 - 19 Q3 2018 - 19
Netflix +6.4% Netflix +21.4% Reported: Paid Reported: Paid Subscribers Subscribers
Apptopia +7.2% Apptopia +15.1% Estimate: Time Estimate: Time Spent In App Spent In App
Apptopia +7.7% Apptopia +16% Estimate: Mobile Estimate: Mobile App Sessions App Sessions
Grow your mobile business Other Indicators of Netflix’s Q3 2019 performance
-- Netflix reported adding 517k domestic paid subscriber vs. 802k expected
-- Its growth this quarter clearly came from international markets
-- More specifically, according to Apptopia, it came from Vietnam, Indonesia, Saudi Arabia and Japan
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