22 Jan Netflix says Disney and Baby Yoda may have cut into the streaming service’s growth [Re/code]
By Peter Kafka and Rani Molla
January 21, 2020 | Netflix just posted meager numbers for its US subscriber growth — lower than the modest numbers Netflix had told Wall Street it expected to hit — and said that some of the miss might come from … pressure from new competitors.
The flip side: Netflix posted gangbuster numbers for its growth in the rest of the world — where Disney isn’t really competing yet and where Netflix is now primarily focused. Netflix added 8.3 million subscribers outside of the US, way above the 7 million it had projected.
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