Netflix is your outlier in this group. They're probably losing subscribers (in certain locations) because things are fragmenting and every content creator wants

Netflix is your outlier in this group. They're probably losing subscribers (in certain locations) because things are fragmenting and every content creator wants to try and start an app right now. Short term (next 5 years) we're probably going to go through a painful adjustment period where CBS keeps trying to make CBS now happen before they realize they should just shut it down and put everything through Hulu. Consumers aren't going to keep paying 8-$10/month for more and more splintered programming. The sweet spot between massive bundle, massive price (Cable Packages) and "just the content I want for a reasonable price" (netflix, HBO, Disney+) is going to take some figuring out. 100% of nothing is < a 50/50 split of millions of dollars. Lots of these apps are going to realize that.