Netflix Q4 earnings: ARPU down, with no signs of an advertising recession

Netflix reported Q4 earnings last week: the company outperformed expectations on subscriber growth, adding 7.66MM new subscribers compared to analyst expectations of 4.57MM. For reference, Netflix lost 203,000 subscribers in Q1, nearly 1MM subscribers in Q2, and added 2.4MM subscribers in Q3. Notably, Netflix launched its ads-supported product tier in November, which seems to have […]

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