The show’s fourth season was released in two parts, one at the end of the second quarter and one at the beginning of the third. Some analysts expect the division could see limited churn or even drive subscribers to sign up or return.
According to Street Account estimates, analysts expect around 1.8 million subscribers in the third quarter, as Netflix’s content roster grows and concerns about price increases subside.
There’s also the long-awaited ad-supported plan, which is in the works and could lure inactive customers back or encourage new signups with a lower price.
The platform’s shares rose 6% after the company’s report.