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Netflix Internal Data Signals Users Aren’t Fleeing to Disney

  • Subscriber cancellations haven’t accelerated in recent weeks
  • Wall Street has been watching closely for signs of defections
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Photographer: Jason Alden/Bloomberg

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Netflix Inc.’s internal data suggests the streaming giant hasn’t been hurt yet by the launch of rival services from Walt Disney Co. and Apple Inc., according to a person briefed on its subscriber information.

The number of customers canceling Netflix hasn’t accelerated around the debut of those services, said the person, who asked not to be identified because the company’s so-called subscriber churn is proprietary information. Netflix declined to comment.