Ignoring Russia for a moment.... This is 500k net new subscribers globally. But Netflix doesn't break down into how many were new customers and how many existi

Ignoring Russia for a moment.... This is 500k net new subscribers globally. But Netflix doesn't break down into how many were new customers and how many existing customers they lost. If you could see these on a graph, you would likely see that their loss of existing customers has been climbing and their new incoming customers has been falling. Forecast this outwards, and the curves will cross resulting in a net loss of subscribers. This is why they are introducing the advertising-subsidized tier. To stop the bleeding of customers and return to growth.