Netflix has 74.4 million subscribers in the US and Canada. In q1, they added net 100k subscribers or about 1100/day. With some algebra, we can deduce that cance

Netflix has 74.4 million subscribers in the US and Canada. In q1, they added net 100k subscribers or about 1100/day. With some algebra, we can deduce that cancellations increased 60% in this time period. However, we can't calculate the net subscription rate in this period without knowing the sign up or cancellation rates. If we guess that there were twice as many new subscriptions as cancellations (i.e. 1100 cancellations/day, 2200 sign ups/day), the we can estimate the new rates were 4400 sign ups/day and 1760 cancellations/day or 2640 net subscriptions/day, which would be a 140% increase in net subscribers/day. If we guess 20% more sign ups than cancelations (6600 sign ups, 5500 cancellations), then we can estimate the new rates were 13200 sign ups/day and 8800 cancels/day, or 4400 net subscriptions/day (300% increase). There is no way this is sustained though. Even in the extreme case that every subscription was shared and causes 1 additional sub, that can at most double subscriptions, and that's not at all likely. If this follows patterns of other similar events like game launches, there will be an exponential decay of some kind back to a mean rate. I expect a bump at first, but I think this will encourage churning your Netflix so you only subscribe a few months of the year instead of sharing with a group the whole year.