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Prediction of the future: 1) Netflix rolls this out 2) Mass exodus. 3) Media addiction makes sure people get their TV elsewhere. Maybe disney+ amazon prime

Prediction of the future: 1) Netflix rolls this out 2) Mass exodus. 3) Media addiction makes sure people get their TV elsewhere. Maybe disney+ amazon prime hbo, maybe cable, maybe youtube or tick tock, or even something different. 4) Just when Netflix learns their income goes down, customers learned to live without them. Half of any subscription service's money comes from people too apathic to unsubscribe. If you force them away, they'll be too apathic to unsubscribe from their new service. Someone nees to tell the MBA's: don't get rid of your paying customers if you want to make money.

dingosity 4y ago
Several years ago (maybe a decade?) Netflix decided they wanted to A/B test commercials. I was one of the customers they streamed commercials to. At that point I noticed there was nothing in the user agreement saying they couldn't or wouldn't stream commercials. They just didn't. I canceled my Netflix account the next day. The implication from their marketing material was they would not stream commercials (specifically, the ad that said "enjoy premium content in your own home without commercials.") So. You know. F them. I have learned to live without Netflix. So at least for one customer, point #4 above seems legit.
- mecha_ghidorah 4y ago
  > specifically, the ad that said "enjoy premium content in your own home without commercials." Surely showing you commercials would make that false advertising? In Australia where I am at least I am fairly certain it would and would open them to fines, but IANAL so IDK
  - dingosity 4y ago
    I don't think you can sue Netflix. The use agreement says you agree to arbitration. I'm sure they would make some argument that no one takes ad seriously, it wasn't delivered under oath and it's true for the overwhelming majority of customers so therefore the ad is "not appreciably false."
jfengel 4y ago
I don't get the jump from 1 to 2. I don't see a lot of people saying "If I can't share this with grandma, I won't subscribe at all". These aren't the paying customers being excluded. There will surely be some, but the default case is likely "grandma stops watching Netflix". That's an "exodus" of people who weren't paying them anyway (and were consuming bandwidth). In a few cases, they'll pay more money for grandma. Netflix bets that this category is bigger than the one who quit. Why would paying customers quit? To teach Netflix a lesson? I suppose it happens. Because they think AppleTV/HBO/Hulu is a better deal? I suppose that happens, too, but we're talking about products in the range of $10/month (or ad-supported) -- not exactly the kind of thing where people are going to find massive bargains. There will be some exodus, to be sure. But I don't see any reason for a mass exodus.
- maxsilver 4y ago
  > Why would paying customers quit? A small-but-meaningful number of 'paying customers' aren't themselves users. They are paying the subscription price for the value of community peace, not any specific content. For example: I pay for a Netflix account. I never use it anymore (since Netflix keeps killing the only shows they made that I liked), but my kids use it sporatically-but-heavily. (i.e., maybe one or two hours per day 4-ish days a week, but all at once). If Netflix makes it break for my kids (like they're threatening to) then I might as well cancel it anyway, it's worthless for those 'kid tv breaks' now. It sounds like a small-but-not-trivial percent of Netflix subscriptions are something like mine (paying to keep other people happy, paying to prevent people from bothering them, not to watch any specific show/movie). And Netflix is playing in the "fuck around" part of "fuck around and find out".
- hyperman1 4y ago
  If I look around me, alot of netflixers are 2 to 4 families pooling together. Individually they pay €5. These are the people who will need to renegotiate in their pool. I'd say this is the biggest group of Netflix users. Combine that with europe getting less content than the US, with bad or no subtitles, and the quality of the content going down the last few years. People are discussing cancelling already. Forcing these people to decide now can't end well for Netflix. And if people around you cancel without much hassle, why wouldn't you?

dingosity 4y ago

Several years ago (maybe a decade?) Netflix decided they wanted to A/B test commercials. I was one of the customers they streamed commercials to. At that point I noticed there was nothing in the user agreement saying they couldn't or wouldn't stream commercials. They just didn't. I canceled my Netflix account the next day. The implication from their marketing material was they would not stream commercials (specifically, the ad that said "enjoy premium content in your own home without commercials.") So. You know. F them. I have learned to live without Netflix. So at least for one customer, point #4 above seems legit.

mecha_ghidorah 4y ago
> specifically, the ad that said "enjoy premium content in your own home without commercials." Surely showing you commercials would make that false advertising? In Australia where I am at least I am fairly certain it would and would open them to fines, but IANAL so IDK
- dingosity 4y ago
  I don't think you can sue Netflix. The use agreement says you agree to arbitration. I'm sure they would make some argument that no one takes ad seriously, it wasn't delivered under oath and it's true for the overwhelming majority of customers so therefore the ad is "not appreciably false."

jfengel 4y ago

I don't get the jump from 1 to 2. I don't see a lot of people saying "If I can't share this with grandma, I won't subscribe at all". These aren't the paying customers being excluded. There will surely be some, but the default case is likely "grandma stops watching Netflix". That's an "exodus" of people who weren't paying them anyway (and were consuming bandwidth). In a few cases, they'll pay more money for grandma. Netflix bets that this category is bigger than the one who quit. Why would paying customers quit? To teach Netflix a lesson? I suppose it happens. Because they think AppleTV/HBO/Hulu is a better deal? I suppose that happens, too, but we're talking about products in the range of $10/month (or ad-supported) -- not exactly the kind of thing where people are going to find massive bargains. There will be some exodus, to be sure. But I don't see any reason for a mass exodus.

maxsilver 4y ago
> Why would paying customers quit? A small-but-meaningful number of 'paying customers' aren't themselves users. They are paying the subscription price for the value of community peace, not any specific content. For example: I pay for a Netflix account. I never use it anymore (since Netflix keeps killing the only shows they made that I liked), but my kids use it sporatically-but-heavily. (i.e., maybe one or two hours per day 4-ish days a week, but all at once). If Netflix makes it break for my kids (like they're threatening to) then I might as well cancel it anyway, it's worthless for those 'kid tv breaks' now. It sounds like a small-but-not-trivial percent of Netflix subscriptions are something like mine (paying to keep other people happy, paying to prevent people from bothering them, not to watch any specific show/movie). And Netflix is playing in the "fuck around" part of "fuck around and find out".
hyperman1 4y ago
If I look around me, alot of netflixers are 2 to 4 families pooling together. Individually they pay €5. These are the people who will need to renegotiate in their pool. I'd say this is the biggest group of Netflix users. Combine that with europe getting less content than the US, with bad or no subtitles, and the quality of the content going down the last few years. People are discussing cancelling already. Forcing these people to decide now can't end well for Netflix. And if people around you cancel without much hassle, why wouldn't you?