Daily Archives: Thursday, November 9, 2017 8:58pm

This is our second set of surveys of international markets that we believe are representative of Netflix’s international subscriber base. Over the past quarter, international churn has remained constant at 41% while the US churn fell about a quarter from 17% to 13%. A stagnation in churn despite increased investment in local language content will prove harmful to the customer lifetime value (CLTV)/ customer growth costs (CGC) ratio- the SaaS metric on which Netflix trades. Our Surveys- We have used Mexico as a proxy for Spanish speaking markets, Germany for European markets and Japan for Asian markets. Through the surveys we were able […]