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 Grow your mobile business We’ve Got You Covered Coverage includes 10+ global stock exchanges and more than 3,000 tickers. Restaurants & Food Travel Internet & Media Retail CHIPOTLE MEXICAN CRACKER BARREL ALASKA AIR GROUP AMERICAN AIRLINES COMCAST DISH NETWORK ALIBABA GROUP AMBEST BUY CO GRILL INC OLD COUNTRY INC GROUP INC CORP-CLASS A CORP-A HOLDING-SP ADR INCZN DARDEN AMC ENTERTAINMENT DOMINO'S PIZZA INC DELTA AIR LINES INC JETBLUE AIRWAYS ROKU INC AMAZON.COM INC DICK'S SPORTING RESTAURANTS INC CORP HLDS-CL A GOODS INC DUNKIN' BRANDS SOUTHWEST CBS CORP-CLASS B MCDONALD'S CORP SPIRIT AIRLINES INC LGF-A EBAY INC ETSY INC GROUP INC AIRLINES CO NON VOTING PAPA JOHN'S INTL UNITED CONTINENTAL ROYAL CARIBBEAN LIONS GATE STARBUCKS CORP LYV OVERSTOCK.COM INC WAYFAIR INC- CLASS INC HOLDINGS CRUISES LTD ENTERTAINMENT-A A LIVE NATION WALGREENS BOOTS TRIPADVISOR INC TRIVAGO NV - ADR NETFLIX INC RITE AID CORP ENTERTAINMENT IN ALLIANCE INC Finance & Banking Software Gaming & Casinos AMERICAN EXPRESS SCIENTIFIC GAMES ELECTRONIC ARTS LENDINGTREE INC BOX INC - CLASS A DROPBOX INC-CLASS A CO CORP INC CAPITAL ONE DISCOVER FINANCIAL ACTIVISION MICROSOFT CORP ADOBE SYSTEMS INC GLU MOBILE INC FINANCIAL CORP SERVICES BLIZZARD INC CHEETAH MOBILE INC TAKE-TWO INTERACTIVE LENDINGCLUB CORP PAYPAL HOLDINGS INC HUBSPOT INC ZYNGA INC - CL A - ADR SOFTWRE VISA INC-CLASS A CAESARS HILTON GRAND WESTERN UNION CO INTUIT INC LINE CORP-SPONSORED SHARES ADR ENTERTAINMENT CORP VACATIONS INC BANK OF AMERICA LAS VEGAS SANDS MGM RESORTS CITIGROUP INC LOGMEIN INC SALESFORCE.COM CORP INC CORP INTERNATIONAL Grow your mobile business For More Information: [email protected] https://apptopia.com https://apptopia.com/bloomberg.