Netflix Q3 Subscriber Count & Investor Webcast Dates
Netflix issued a press release stating that the third quarter subscriber count will be announced at approx. 1:10pm (PST) on October 4th. The Q3 investor webcast will be held on Thursday, October 14th at 2:00pm (PST). You can listen in or hear a replay of the call at http://ir.netflix.com/.
This should be an interesting call. Topics of interest include the debate over the churn numbers, a rumored partnership with TiVo to provide video-on-demand, and the emergence of Blockbuster as the first real competitor.



Sure hope netflix and tivo merge,,,i've been a member of netflix for 3 years and love it! i wanna be a beta tester!!!!!!!!
Posted by: michele | September 24, 2004 at 05:03 AM
Can you tape it for me?
Posted by: Becky | September 24, 2004 at 09:40 AM
No need to tape it. They always post a recorded version shortly after the broadcast at http://ir.netflix.com.
Posted by: Mike K | September 24, 2004 at 10:17 AM
Netflix sub guidance was 2.15M-2.35M. This was given prior to Blockbuster entry. 2.35M was, by my calculation, the best estimate prior to Blockbuster entry. This implies that Netflix was already lowballing. With a lot of guesswork, I am placing my bet on 2.25M. Any lower then that and we will see Netflix punished on the market IMO.
Posted by: Aron | September 24, 2004 at 12:54 PM