$NFLX Kraft also finds Wall Street's consensus estimates for subscriber growth to be too conservative for 2019 to 2020. For the first quarter, however, which Netflix is set to report this afternoon, he sees room for Netflix to disappoint in terms of paid international additions, "which could drive the stock price lower." He estimates international paid net additions of 6.8 million to 7.3 million subscribers for the first quarter, whereas the FactSet consensus calls for 7.3 million.