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7 points

Aren’t those numbers for other territories where they have cheaper plans and no crackdown on sharing?

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2 points

The number are for total users. And the password-sharing changes are now global as far as I know.

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4 points

Where are the separate numbers just for North America? Do they release those? Or do they just mix it all together to obfuscate what happened after the last price raise?

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4 points

Netflix Second Quarter 2023 Earnings
https://s22.q4cdn.com/959853165/files/doc_financials/2023/q2/FINAL-Q2-23-Shareholder-Letter.pdf

Summary:

  • In May, we successfully launched paid sharing in 100+ countries, representing more than 80% of our revenue base.
    • Revenue in each region is now higher than pre-launch, with sign-ups already exceeding cancellations.
    • Paid net additions were 5.9M in Q2, and today we’re rolling out paid sharing to almost all of the remaining countries.
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