Mufasa: "Gross subscriber additions must be greater than net subscriber additions given churn."
Simba: "A business must grow to not shrink?"
Mufasa: "The math is unavoidable my son. Churn is an embedded aspect of the Circle of Life."
Zazu: "Cowen analyst still expects Netflix to hit or exceed its fourth-quarter forecast of 7.6M subscriber additions." Blackledge wrote, "assuming a portion would have churned regardless of Disney+'s launch; incremental churn appears manageable."
Mufasa: "Iger will be amused."
Rafiiki: "About one-third of Disney Plus’ U.S. customers — or 8 million as of the end of November — are on one-year-free offer from Verizon for certain customers, while the remaining 66% are on paid plans, Cowen’s analysts estimated." https://news.google.com/articles/CAIiEBEmxoD8HI4pp9EtpEiJh38qFwgEKg8IACoHCAowraj2AjC5-iIwqYhb?hl=en-US&gl=US&ceid=US%3Aen …
Simba: "Will churn of Disney+ customer acquired via the Verizon free offer churn at a higher rate?"
Mufasa: "Customers that aren't acquired organically will churn at a higher rate."
Mufasa: "Acquired via word of mouth. Nothing to do with processed food."
Simba: "What do you think of these survey based net addition and churn forecasts?
Zazu: "What you get depends on your assumptions, any sample bias etc. Margin of error is like hyenas- a constant danger."
Mufasa: "Use a margin of safety based approach to guard against mistakes."
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