I think Netflix has sort of hit a cap on their US audience, tbh. They don't have much more to gain that can afford it. Add in the influx of streaming services like Disney+, Peacock, Hulu, HBO Max, Apple TV+, CBS All Access, etc.Netflix had a very disappointing quarter, subscriber wise. Wonder of Disney Plus is affecting it?
I just don't think they have much more room to grow in the States at least. Disney+ is an economical option and Peacock has a free option. I won't sit here and act like HBO Max is a huge competitor though. Even though Max has some great content, it's $15/month, is struggling subscriber-wise (as far as simply HBO Max subs go - Warner count HBO subs as part of Max, which really is cheating bc they don't get the full Max library).
I think we should hear in a few weeks what the current subscriber count is. It was 60.5M at last count... but remember, the Verizon 1-year deals are coming up, so they may not be gaining subs in the coming months as much as simply trying to retain them with Mando, Soul and WandaVision.Could also just be people cutting back on spending in general.
That said, Disney's going all in on streaming so maybe there's something there
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