WHY THIS MATTERS: Netflix's incredible growth means adjusted forecasts, ISP shifts in strategy and new opinions about its price increases.
Netflix's Worldwide subscriber base growth sped up again in the first quarter of 2018, doing so rapidly enough that a top industry analyst believes the service will reach the 300 million mark about two years earlier than anticipated.
Helped in large part by international subscriber additions, Netflix tacked on 7.41 million streaming subs worldwide in the first quarter, handily topping the 6.35 million it expected to add.
The Q1 subscriber additions, which included 1.96 million from the U.S., extended Netflix's global streaming base past 125 million. It expects to end Q2 2018 with 131.2 million subscribers worldwide.
Those subscriber results were paired with a 40.5% surge in revenue, to $3.7 billion, driven in part by a 25% boost in average paid streaming memberships.
Netflix's rate of subscriber growth, which has continued to climb despite recent price increases to most of its base, has caused some analysts to adjust their forecasts.
Sanford Bernstein media analyst Todd Juenger said he now expects Netflix's milestone state of 300 million subscribers to be reached in the first quarter of 2027, roughly two years ahead of an earlier forecast.
Netflix announced most of its price increases in the fourth quarter of 2017, though many didn't take effect until the first quarter of 2018, Juenger pointed out in a research note.
There was still a chance that the Q4' price increase hadn't yet shown up in churn/net adds, because it didn't actually hit consumers until Q1, he noted. This earnings result lays that concern to rest.
Though international growth of its direct-to-consumer over-the-top products continues to expand, Netflix has been complementing that with integration deals with pay TV operators and broadband service providers in the U.S. and abroad, inclduing Comcast and U.K.-based Sky.
Expect that trend to continue in Netflix's existing markets, as well as in new regions where it launches service, as the company views this as an attractive supplemental channel.
Based on what we've seen with these new bundle models that we referred to with both Comcast and Sky, announcing in the last quarter, we've seen the economics of those if you take in the retention, the acquisition characteristics to be very, very beneficial, Gregory Peters, Netflix's chief product officer, said April 16 on the earnings call.
Partnering Pays Off
Those partner subscribers are becoming a larger part of Netflix's net adds story, Juenger said. This is positive in many ways, he added, noting that those partners give Netflix exposure to millions of consumers who are more resistant to churn.
The major risk, in the long run, is whether these partner deals become such a big part of Netflix's member base that Netflix essentially inherits a problem similar to the cord-cutting problem faced currently by traditional basic cable networks in the U.S., Juenger said. We don't think this should happen, as long as the value of the Netflix service remains so far in excess of its price to consumers.
Comcast plans to introduce a variety of initial offers this month that include a Netflix subscription, and some bundles that feature the OTT service alongside other premium video services have already begun to surface.
According to a consumer in New Jersey entering the Comcast website as a new customer, packages with Netflix have begun to appear for certain double- and triple-play service bundles.
Among them, a Super Triple Play bundle pairs a 1 Gigabit per second (downstream) broadband service, voice, DVR service and a 250-plus TV channel lineup that includes Netflix, HBO, Showtime, Starz, Cinemax and TMC, for $149.99 per month (with a two-year agreement).
WHY THIS MATTERS: Netflix's incredible growth means adjusted forecasts, ISP shifts in strategy and new opinions about its price increases.
Netflix's Worldwide subscriber base growth sped up again in the first quarter of 2018, doing so rapidly enough that a top industry analyst believes the service will reach the 300 million mark about two years earlier than anticipated.Subscribe for full article
Member Exclusive
Get Access to Our Exclusive Content
Learn MoreAlready subscribed?Log In
Most recent headlines
17/12/2025
Investigative journalists across the Western Balkans and T rkiye continue to con...
17/12/2025
Sports Broadcasting Hall of Fame Inducts 10 Industry Icons During Unforgettable ...
17/12/2025
ESPN to Debut MNF Playbook with Next Gen Stats, a New AI-Driven NFL Data-AltCastThe series, powered by Adrenaline TruPlay AI, launches Dec. 22 and runs through ...
17/12/2025
Inaugural Optum Golf Channel Games Debut Under the Lights' in Primetime on ...
17/12/2025
The right playlist is essential on New Year's Eve, building the energy as you get ready and keeping it high as you count down to midnight. This year, Spotif...
17/12/2025
eds3_5_jq(document).ready(function($) { $(#eds_sliderM519).chameleonSlider_2_1({...
17/12/2025
Audiences Watched Over 103 Billion Minutes of TV on Thanksgiving Day
NFL Games ...
17/12/2025
Share Share by:
Copy link
Facebook
X
Whatsapp
Pinterest
Flipboard...
17/12/2025
Share Share by:
Copy link
Facebook
X
Whatsapp
Pinterest
Flipboard...
17/12/2025
Share Share by:
Copy link
Facebook
X
Whatsapp
Pinterest
Flipboard...
17/12/2025
Share Share by:
Copy link
Facebook
X
Whatsapp
Pinterest
Flipboard...
17/12/2025
Share Share by:
Copy link
Facebook
X
Whatsapp
Pinterest
Flipboard...
17/12/2025
Share Share by:
Copy link
Facebook
X
Whatsapp
Pinterest
Flipboard...
17/12/2025
Share Share by:
Copy link
Facebook
X
Whatsapp
Pinterest
Flipboard...
17/12/2025
Share Share by:
Copy link
Facebook
X
Whatsapp
Pinterest
Flipboard...
17/12/2025
Share Share by:
Copy link
Facebook
X
Whatsapp
Pinterest
Flipboard...
17/12/2025
Share Share by:
Copy link
Facebook
X
Whatsapp
Pinterest
Flipboard...
17/12/2025
Share Share by:
Copy link
Facebook
X
Whatsapp
Pinterest
Flipboard...
17/12/2025
KPop Demon Hunters Stars Visit Berklee for Weeklong Celebration Andrew Choi and EJAE, who voiced the film's main characters and contributed to its soundtr...
17/12/2025
Wednesday 17 December 2025
Heated Rivalry will be coming to Sky and streaming service NOW on 10 JanuaryTurn on cookies to view this content. Go to Privacy opti...
17/12/2025
Back to All News
Inside The Unseen World Of Indian Customs: Netflix Reveals The...
17/12/2025
Back to All News
Netflix announces PAPARAZZI KING: the docu series coming to Ne...
17/12/2025
Back to All News
Netflix Unveils First Look at Jo Nesbo's Detective Hole Pr...
17/12/2025
Back to All News
Netflix Welcomes Warner Bros. Discovery Board Recommendation
Business
17 December 2025
Global
Link copied to clipboard
After Careful Revi...
17/12/2025
RT has announced that Kathy Fox has been appointed Commissioning Editor with re...
17/12/2025
The Hao AI Lab research team at the University of California San Diego - at the forefront of pioneering AI model innovation - recently received an NVIDIA DGX B...
17/12/2025
Editor's note: This post is part of Into the Omniverse, a series focused on ...
17/12/2025
With the new season of Dancing with the Stars shimmering in the not-too-distant future this New Year, the celebrity and dancer pairings of the twelve couples ha...
16/12/2025
Hawkins has landed on Spotify, just in time for Stranger Things Season 5, Volume...
16/12/2025
Wherever you are, your favorite music and audio content should go seamlessly with you. That's why Spotify has partnered with NAVER Corp, Korea's leading...
16/12/2025
2025 Wrapped arrived bigger and bolder than ever. This year's experience is designed to be ultra personal and shareable, with new features like Wrapped Part...
16/12/2025
Three 12-kilowatt Advanced Electric Propulsion System thrusters, supplied by L3Harris Technologies, form the core of Gateway's propulsion system. Pictured i...
16/12/2025
The challenge facing America's defense industrial base is not just about speed - its about rebuilding the foundation that makes speed possible. Our nations ...
16/12/2025
Share Share by:
Copy link
Facebook
X
Whatsapp
Pinterest
Flipboard...
16/12/2025
SEVILLE, Spain Canal Sur, the public broadcasting service for Andalusia, Spain, has completed a total technology refresh based on Pebble's resilient, softwa...
16/12/2025
NEW YORK Teleprompting hardware provider Telescript International has acquired all software code and intellectual property previously owned by Telescript West. ...
16/12/2025
As cable operators face increased competition from 5G fixed wireless access providers, a new report from Ookla Research finds that T-Mobile is the FWA speed lea...
16/12/2025
Apple has announced a major upgrade to the Apple TV app for device owners outside the Apple ecosystem with news that the Apple TV app for Android now supports G...
16/12/2025
Space42 grows Direct-to-Device partner ecosystem through a Memorandum of Underst...
16/12/2025
16 Dec 2025
VEON Announces Release Date for Full Year and Fourth Quarter 2025 R...
16/12/2025
16 Dec 2025
VEON's Kyivstar Invests in Renewable Energy in Ukraine with Acq...
16/12/2025
Back to All News
Emma Appleton, Fares Fares, Frida Gustavsson and Jakob Oftebro...
16/12/2025
Back to All News
Docu-reality My Korean Boyfriend Gets a Trailer and Premiere D...
16/12/2025
Harmonic's XOS Advanced Media Processor Improves Streaming Video Quality and Boosts Viewer Engagement SAN JOSE, Calif. - Dec. 16, 2025 - Harmonic (NASDAQ: ...
16/12/2025
RT Sport Awards 2025 live on RT One and RT Player at 8:05pm on Saturday 20 December.
On Saturday 20 December live on RT One and RT Player at the earlier t...
16/12/2025
Singer -songwriter Brian Kennedy has been announced as the final celebrity dance...
15/12/2025
Harlem Globetrotters Celebrate 100th Anniversary With New Brand Campaign From Th...
15/12/2025
Top L-R: La Tierra Del Valor (The Home of the Brave), Mangittatuarjuk (The Gnawe...
15/12/2025
L3Harris will leverage 15 years of experience supporting the E-4B Nightwatch and...
WHY THIS MATTERS: Netflix's incredible growth means adjusted forecasts, ISP shifts in strategy and new opinions about its price increases.
