I don't know what Hulu's numbers look like, but what % of US consumers who will spend $7.99 a month on something won't pay $11.99 instead to avoid commercials?

I don't know what Hulu's numbers look like, but what % of US consumers who will spend $7.99 a month on something won't pay $11.99 instead to avoid commercials? If the gap was between free and $11.99 then I would very strongly agree with the price sensitivity. Amazon and HBO are already basically forcing ads in front of the shows now though it remains self-promotional. There is a substantial amount of value that could be unlocked if TV ad budgets moved to Amazon and Netflix. Irregardless of current claims I wouldn't be surprised to see some form of sponsorship appear on Netflix if subscriber growth starts reaching its limits. Quite honestly strongly merchandised brands like Disney should be paying for video distribution rather than licensing it out.