How Netflix Dropped the Mic With Its New Subscriber Strategy

Although the company now has that safeguard, a strong 2025 slate could still “help balance out the potential flattening,” according to Katz.

This year, Netflix releases the last seasons of You, Cobra Kai, Stranger Things, The Witcher and Squid gameas well as new seasons of Wednesday and Ginny & Georgia. Original films also include Knives Out 3 and Happy Gilmore 2.

He added that the continued focus on licensed and original local language programming has helped Netflix maintain its edge in international resonance and penetration.

“A big question facing the streamer is whether the second and third seasons of Squid Game can serve as an effective launch pad for greater non-English sampling from high-performing UCAN subscribers,” Katz said. “This will allow the company to stretch its content budget further and more efficiently, as international programming is generally less expensive than American productions.”

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Going forward, Netflix will focus even more on live events as a revenue driver, which may or may not be in subscribers.

For now, the company is looking to make unique events like theirs Jake Paul and Mike Tyson fightand also his Christmas NFL Games. However, like Netflix’s reversal on quarterly subscriber reporting, that strategy could change in the future.

“When Netflix stated in its letter to shareholders that ‘we are not focused on acquiring rights for major regular season sports packages,’ it would not be surprising for Netflix to reverse course in the near future and acquire more sports rights,” Ross Benes. , a senior analyst with eMarketer, said. “Expect the company to continue to adapt by embracing strategies it said it didn’t have.”