Streaming price increases hold without churn

decaying Consumer since Jun 10, 2026

Conviction

2/5

Horizon

18 mo

7-day evidence

30-day evidence

Total

Title

Thesis

Pillar

Conviction

Horizon (mo)

Tickers (csv)

Themes (csv)

What to watch for next

Notes

Thesis

Two rounds of price increases passed with churn flat; the evidence slowed once the comparisons lapped. Still true, no longer generating news.

Watching for next

A churn uptick after the next price move.

Tickers

NFLX,DIS

Themes

media,pricing

Evidence trail

7 items

Date	Source	Title / Why it matters	Material	Sent
Aug 25	Northbridge Review NFLX	Netflix, Inc.: management commentary on streaming price increases hold without churn Adds to the case that streaming price increases hold without churn.	42	+
Aug 11	Meridian Wire DIS	Walt Disney Company (The): a data point on streaming price increases hold without churn Adds to the case that streaming price increases hold without churn.	77	+
Jul 30	Northbridge Review NFLX	Netflix, Inc.: management commentary on streaming price increases hold without churn Adds to the case that streaming price increases hold without churn.	39	+
Jul 17	Northbridge Review DIS	Walt Disney Company (The): management commentary on streaming price increases hold without churn Adds to the case that streaming price increases hold without churn.	61	−
Jul 04	Harbor Daily NFLX	Netflix, Inc.: a data point on streaming price increases hold without churn Adds to the case that streaming price increases hold without churn.	42	0
Jun 22	Harbor Daily DIS	Walt Disney Company (The): a data point on streaming price increases hold without churn Adds to the case that streaming price increases hold without churn.	67	+
Jun 10	The Ledger Post NFLX	Netflix, Inc.: a read-across for streaming price increases hold without churn Adds to the case that streaming price increases hold without churn.	51	0