But based on the two companies» most recent updates
on subscriber growth, Spotify seems to be growing faster.
Not exact matches
While the market is focused
on Netflix's
subscriber growth, some analysts are warning that it faces some significant headwinds financially, including a dramatic increase in content costs.
«We see investors focused
on the widening moat that NFLX is creating with its business (faster
subscriber growth on the back of original content push).»
The foray into video comes as
growth in wireless is slowing:
On that February earnings day, even as it boasted record profits, T - Mobile startled investors with low forecasts for new -
subscriber acquisition.
On Tuesday, Netflix was the best performer in the S&P 500 after reporting in - line quarterly earnings and higher - than - expected
subscriber growth after the bell Monday.
Netflix had a huge beat
on its Q4
subscriber growth numbers, both in the US and internationally, trouncing both Wall Street expectations and its own guidance.
For instance, in a recent report
on the future of ESPN, Morgan Stanley wrote that the
growth of streaming TV services would cause «
subscriber erosion trends to improve.»
In a note
on Thursday, DiClemente wrote that Hulu's new service would likely benefit from «strong
subscriber growth,» and that he now sees upside to his estimate that it could get roughly 550,000
subscribers in 2017.
Meanwhile, Techcrunch notes that although mobile
subscriber growth in China is actually slowing — since most people have cell phones — the percentage of people who can connect to the Internet
on their phones is accelerating rapidly.
If Netflix sees high revenue increases over the next couple of years, based
on strong
subscriber growth, customer retention, and low marketing spend, he predicts the share price could reach $ 480.
Netflix said that is «assumes much of this momentum» in
subscriber growth will continue going forward, which is great news for investors, as some
on Wall Street were bracing for weak guidance.
The stronger - than - expected earnings and
subscriber growth buoyed investors as Netflix shares soared nearly 20 % in after - hours US trading
on Monday.
As spending
on content surged in 2017, so did
subscriber growth across the globe.
A recent report from The Wall Street Journal suggested Apple Music is
on track to overtake Spotify in U.S.
subscribers as soon as this summer because its five percent
growth rate per month outpaces Spotify's two percent
growth rate.
Year
on year
growth in SVoD
subscribers was 765 %, the company claimed.
Now even bolder bets
on original niche content are pushing
subscriber growth even further.
We also have longer monthly meetings during which each individual team reports
on their month over month progress and more niche metrics like email unsubscribe rate, social media reach, or blog
subscriber growth.
That said, T - Mobile should continue
on its path to producing free cash flow and EBITDA
growth that far exceeds the rest of the industry even as the competition eats into its
growth in
subscribers.
Our end of period paying
subscriber count has hit its all - time high, our spend
on growth products is robust, and our vision for the future is brimming with hope.»
On the plus side, subscriber growth was on the uptick for the first time since Q1 2013 and Spark's mobile presence has expanded significantly this yea
On the plus side,
subscriber growth was
on the uptick for the first time since Q1 2013 and Spark's mobile presence has expanded significantly this yea
on the uptick for the first time since Q1 2013 and Spark's mobile presence has expanded significantly this year.
BUSINESSWIRE - July 25 -
On the two - year anniversary of Dr. Neil Clark Warren's return as CEO of eHarmony, the company has announced 54 %
growth in
subscribers.
However in contrast to Cupid's earnings, eHarmony recently reported incredible
subscriber growth and better earnings than they have seen in years, due to focusing
on long - term relationships and technology that they market as extremely valuable for finding the «right» match.
However despite this, Spark Networks says the «company turnaround remains
on track», and has reiterated its commitment to
subscriber growth in Q4.
My view
on things is that the glory days of online dating in North America where the main online dating sites posted double digit
subscriber growth numbers is probably over.
The platform has registered a 62 % monthly
growth in the number of paid
subscribers since August, after launching its freemium layer
on 22nd June.
Likes
on your author Facebook page,
subscribers to your blog, paperbacks sold; these are all areas you'll want to see continual
growth in.
The number of global
subscribers reached 50 million with a year -
on - year
growth of 56 percent.
It's the continuing
growth in the
subscriber base that Netflix executives want investors to focus
on.
Subscriber to FAST Graphs Derek Getz penned an article
on dividend
growth stocks that are going ex-dividend next week.
I see only two choices really: i) Cash Machine — to maximise revenue / ARPU, retain
subscribers, increase margins, conserve cash, and focus
on debt pay - down & dividends, or ii)
Growth Machine — to pursue hell for leather growth in revenue, services & subscribers, potentially sacrificing margin, and using cash flow / debt (& perhaps additional equity issuance) to fund the required capex and acquisi
Growth Machine — to pursue hell for leather
growth in revenue, services & subscribers, potentially sacrificing margin, and using cash flow / debt (& perhaps additional equity issuance) to fund the required capex and acquisi
growth in revenue, services &
subscribers, potentially sacrificing margin, and using cash flow / debt (& perhaps additional equity issuance) to fund the required capex and acquisitions.
He relies
on market timing and the wisdom of Cabot's 38 years of picking
growth stocks to keep
subscribers on the right side of the market and in the best stocks.
I found the story interesting
on a few points, including both the size and the rapidity of
growth of the mobile market in India, as well as the volume of unsolicited calls / texts to those
subscribers:
Growth in number of orders placed, number of
subscribers and total revenues will depend
on continued customer adoption of online interactive legal documents and legal plans.
In a similar vein, with market maturity approaching in many major western markets, Spotify will need to rely
on a combination emerging markets for
subscriber growth, and total free users (everywhere) to drive its user numbers, both of which will dent ARPU and margin.
By its Q3 2017 earnings reported in October, Netflix had gone
on to beat its own expectations for
subscriber growth, again thanks to its adoption in international markets.
Netflix's booming
subscriber growth, announced in the company's earnings last week, is also being felt
on the App Store, where its app has again become the top earner in terms of revenue.
Both views and
subscriber growth has been significantly stunted
on YouTube as well almost across the board.
In terms of comparing real global
growth numbers between the two companies, five percent
growth on Apple Music's 36 million
subscriber base equates to approximately 1.8 million new users per month, where two percent
growth on Spotify's 70 million users equals about 1.4 million monthly users per month.
Jump
on Pinterest: The social network has surged in
growth with 50 million
subscribers in the U.S. as of July 2013.