Hi guys,
Expecting to see Q3 subscription numbers released to the market in the next week or 2.
What growth do you expect to see this time around.
I'm hoping to see total subscription numbers (streaming, DVD, triallists) return to growth. Q2 results were:
*total customers -2%
*paying customers +4%
*streaming + over 40%
*revenue +3%
Im looking for total and paying customers +double digits (Q2 is historically poor for subs), similar growth in streaming and revenue +5-10% higher than the subs number (due to a sub shift to streaming from the historical DVD business and therefore a higher ARPU).
Im prepared to look past the overall subs numbers provided there is solid growth in streaming numbers - firmly believe this is the future and most profitable segment of the business.
Thoughts?
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