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this post was submitted on 10 Jun 2023
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Technology
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This increase will be more interesting as we see the trend over time. My thought is that while sub numbers will go up, renewal rates, generally, but certainly post-trial will drop precipitously due to casual/temporary interest for the hit show or movie of the week/month/year - using someone else's login to watch a singular "must watch" of the moment will not directly translate to ongoing subscriptions.
Netflix has shifted to quantity over quality (not saying some of their content is not still quite high quality) and with that, viewership and subscription trends will shift as well.