return2ozma@lemmy.world to Technology@lemmy.worldEnglish · 22 天前Spotify ramps up policy enforcement on family plansarstechnica.comexternal-linkmessage-square95linkfedilinkarrow-up11arrow-down10
arrow-up11arrow-down1external-linkSpotify ramps up policy enforcement on family plansarstechnica.comreturn2ozma@lemmy.world to Technology@lemmy.worldEnglish · 22 天前message-square95linkfedilink
minus-squareSquizzy@lemmy.worldlinkfedilinkEnglisharrow-up0·20 天前And has since underperformed. Their watch times have not followed their subscriptions and investors are concerned. So the enforcement resulting in more subscribers could be seen as short lived given the results for netflix.
minus-squareVibeSurgeon@piefed.sociallinkfedilinkEnglisharrow-up0·20 天前A drop in consumption could be equally well explained by lacking content quality, leading to disinterest in consumption. Arguably better explained, given that they laid off the director of content.
minus-squarewebhead@lemmy.worldlinkfedilinkEnglisharrow-up0·20 天前Now that people can’t share maybe they’re more discerning about keeping that subscription?
minus-squareVibeSurgeon@piefed.sociallinkfedilinkEnglisharrow-up0·20 天前I’m not really clear on what you mean here - Netflix are not having any trouble with their subscriber growth/churn numbers
minus-squareSquizzy@lemmy.worldlinkfedilinkEnglisharrow-up0·20 天前But their subscriber growth is not increasing their market share or stock price. Which is why you would do that.
minus-squareVibeSurgeon@piefed.sociallinkfedilinkEnglisharrow-up0·20 天前It is increasing their revenue, which is the intended effect
minus-squareSquizzy@lemmy.worldlinkfedilinkEnglisharrow-up0·20 天前And investors dont view that revenue as sustainable or capable of further growth. They damaged their brand for temporary growth
And has since underperformed. Their watch times have not followed their subscriptions and investors are concerned.
So the enforcement resulting in more subscribers could be seen as short lived given the results for netflix.
A drop in consumption could be equally well explained by lacking content quality, leading to disinterest in consumption.
Arguably better explained, given that they laid off the director of content.
Now that people can’t share maybe they’re more discerning about keeping that subscription?
I’m not really clear on what you mean here - Netflix are not having any trouble with their subscriber growth/churn numbers
But their subscriber growth is not increasing their market share or stock price.
Which is why you would do that.
It is increasing their revenue, which is the intended effect
And investors dont view that revenue as sustainable or capable of further growth. They damaged their brand for temporary growth