Netflix Yet to See ‘Peak Years’ in International Growth

Wall Street Journal: The growth story is overseas for Netflix. That became especially clear in January when the streaming company tripled the number of countries where it’s available, bringing the total to 130. So when will the impact be biggest? MKM Partners takes a stab by looking at the 60 or so countries Netflix had been in before January’s announcement. “When NFLX enters a new region, there is an initial subscriber lift, but we think it is typically years 3-7 that contribute peak levels for subscriber additions.”