Citation

Netflix Earnings: 800,000 U.S. Subscribers Lost in Q3

CNN Money Staff

CNN Money (2011)

TL;DR

Hastings acknowledged 'Netflix not listening' on earnings call

Contemporary reporting on Netflix's Q3 2011 earnings call where Hastings acknowledged the Qwikster decision was 'Netflix not listening.' Documents the timeline: July price increase announcement, September Qwikster spin-off announcement, October reversal. The admission that Netflix 'wasn't listening' despite having extensive customer data illustrates the gap between sensing and transduction.

Key Findings from Staff (2011)

  • Hastings acknowledged 'Netflix not listening' on earnings call
  • Timeline: July (price hike) → September (Qwikster) → October (reversal)
  • Company had customer data but failed to act on it quickly
  • Q3 2011 marked first subscriber decline

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