Netflix earnings announcements have proved to be the gift that keeps on giving as they continually smash already high estimates for subscriber growth — both domestically and in important international markets — and the company pursues its quest to take over the world of streaming video entertainment. The streaming service added 5.46 million international subscribers and 1.96 U.S. subscribers on consensus estimates of 4.9 and 1.45 respectively.
We analyzed the call using an earnings transcript sentiment report from Sentieo (get the full report here). As in previous earnings calls, Netflix management discussed its continuing focus on original international content throughout yesterday’s earnings call, particularly mentioning Brazil (one of the important BRIC markets for large scale subscriber growth).
The report also provided the top keywords that have come up in the Netflix transcripts historically, which you can see below:
With mentions of “Brazilian” and “Portuguese,” it was easy to guess Netflix’s future content plans. This is also Netflix’s first discussion of M&A in a long time, which is significant for a company that has not historically been acquisitive. They’ve also discussed key original content across different international markets: Dark (Germany), Casa De Papel (Spain) and Luke Cage (US).
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