RE:RE:Netflix down 12 percent after hours right now. Good day HermannH, the fact that Netflix subscribed less than expected does not mean that number of cable subscribers increased. Also, there is now much bigger diversification in the streaming business than used to be and it's very likely that the 2.3 million subscribers that Netflix missed went to other streamer, i.e. Amazon or HBO.
There willl be more shifts when Disney starts but there is no reason to conclude that TV Add revenue willl grow proportionatelly.