Looks like Netflix’s password crackdown really is working...
, said last month that Netflix had experienced the four single largest days of US user acquisitions it had seen since it first started tracking the company.
It'll be interesting to see what proportion of the new subscribers have gone for Netflix with ads compared to those paying extra to add one or two people to their existing plans. Netflix may include those latter users under the same subscription as the main account, which would reduce the number of reported individual subscribers but deliver a higher ARPU , the metric that shareholders are most interested in seeing.
It certainly seems that analysts are feeling bullish about Netflix right now: many financial analysts are predicting good numbers for Netflix this week. But it's bad news for parents like me and my colleague Philip Berne: both of us have kids who live with us some but not all of the time, and adding them to our Netflix plans would put the price into orbit. It seems that in the streaming wars, families like ours are collateral damage.
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