Netflix Revenues, Profits, and Subscribers Growth Analysis – Q3 2015

In this post, we provide an analysis of Netflix Q3 2015 earnings. Firstly, we provide an analysis of Netflix revenues, profits, and profit margins. Then, we share Netflix US and International streaming and domestic DVD business revenues analysis. Then, we provide an analysis of Netflix US and International streaming subscribers.

Netflix Revenues Q3 2015

Netflix total revenues in Q3'15 reached $1.74 billion, up 23.3% yoy, from $1.41 billion in Q3’14. The quarterly revenues yoy growth remains steady.

Netflix Revenues and Revenue Growth Q3-15

Netflix Profits and Profit Margins Q3 2015

Netflix operating profit in Q3'15 reached $73.6 million, down from $110.4 million in Q3’14. The Q3’15 operating margin reached 4.2%, down from 7.8% in Q3’14.

Netflix net profit in Q3'15 reached $29.4 million, down from $59.3 million in Q3’14. The Q3’15 net margin reached 1.7%, down from 4.2% in Q3’14.

Netflix Profits and Profit Margins Q3-15 v2

Netflix US and International Streaming and Domestic DVD Business Revenues Q3 2015

Netflix US streaming revenues in Q3'15 reached $1.06 billion, up 21.3% yoy, from $877.2 million in Q3’14.

Netflix International streaming revenues in Q3'15 reached $516.9 million, up 49.5% yoy, from $345.7 million in Q3’14.

Netflix US domestic DVD business revenues in Q3'15 reached $157.5 million, down -15.6% yoy, from $186.6 million in Q3’14. The US domestic DVD business revenues are on a continuous decline path.

The share of International streaming revenues in the Netflix total revenues continues to increase. It increased from 24.5% in Q3’14 to 29.7% in Q3’15. The share of domestic DVD business continues to decline. It decreased from 13.2% in Q3’14 to 9.1% in Q3’15.

Netflix Business Segments Revenue Share Q3-15

Netflix US and International Streaming and DVD Mail Subscribers Q3 2015

Netflix US streaming subscribers reached 43.2 million in Q3’15. Netflix added 881,000 new US streaming subscribers in Q3’15.

Netflix International streaming subscribers reached 26 million in Q3’15. Netflix added 2.7 million new International streaming subscribers in Q3’15. Netflix global expansion continues. Netflix plans to launch in Spain, Italy, and Portugal in Q4’15. In early 2016, Netflix plans to expand to South Korea, Hong Kong, Taiwan, and Singapore.

Netflix added 3.6 million total new streaming subscribers in Q3’15. As a result, the total number of Netflix streaming subscribers around the world reached 69 million. Netflix expects to end 2015 with 74 million subscribers. Clearly, Internet TV is increasingly becoming mainstream. As Netflix membership expands further, it is becoming a global distribution channel for creators worldwide.    

Netflix US DVD-by-mail subscribers reached 5 million in Q3’15. Netflix lost 254,000 DVD-by-mail subscribers in Q3’15.

Netflix Total Streaming Subscribers Q3-15

Netflix Net Subscriber Additions Q3-15

Netflix Earnings Analysis Presentation Q3 2015

Please refer to the presentation below over SlideShare for:

  • Netflix Overall Revenues And Profits Analysis Q3’15;
  • Netflix Business Segments Revenues Analysis Q3’15 - Domestic Streaming, International Streaming, and Domestic DVD
  • Netflix Subscribers Analysis Q3’15

If the fonts in the charts appear small, please view the presentation in full screen mode.

See Also