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NetworkNewsBreaks – How Streaming Services Stack Up Following Quarantine

Company: LikeFolio
Category: Analyst Alerts

A recent analysis report written by LikeFolio Founder Andy Swan compared key players in the streaming services sector including Netflix Inc. (NASDAQ: NFLX), HBO Max, Hulu and Disney+ (NYSE: DIS). The analysis report reads, “Netflix still the big dog, but new subscriber growth has normalized post-quarantine, as the company alluded to on its last release. HBO Max is receiving sustained new subscriber mentions post-launch. While not as explosive as Disney+, in the last month it is outpacing the subscriber in volume. Disney+’s Mulan drop was hyped but didn’t move the new subscription needle significantly. However, Disney+ streaming mentions did spike on date of release (just not to the extent of Hamilton, UK launch dates). Keep a close eye on cancellation mentions. Netflix is trending now for some polarizing content, but many times these #cancelcampaigns are flashes in the pan. However, from pure volume perspective, this is the largest spike for “Cancel Netflix” trend we’ve recorded. In fact, it is negatively impacting NFLX’s overall sentiment score: -8% in last 30 days YoY (issue first appeared in August). New subscription mentions are decreasing QoQ across the board as quarantine-induced streaming mentions normalize. Subscription fatigue mentions: +11% in last 90 days vs. prior year, beginning to accelerate (last 30 days +27% YoY). It will be critical to monitor cancellation mentions and sentiment moving forward – and that’s just what we plan to do.”

About LikeFolio

LikeFolio analyzes social media data to accurately predict shifts in consumer spending behavior before it becomes news on Wall Street or in the corporate boardroom. For more information, visit www.LikeFolio.com.

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