From Bloomberg today. The same thing seems to be happening in the UK over the same period. The ride up from 2Q 2020 coincides with COVID too. Today with people out of the house + inflation + competition = a tough long term. Can't see NFLX ever getting back to that 700 level again but those are famous last words\n\nTwo years of constant increases in the number of on-demand streaming services per American household has come to an end, according to Bloomberg. \n\nA quarterly survey from research company Kantar found the number of on-demand streaming services per household peaked at 4.7. This follows two years of constant increases as new services were being added. \n\n\n\n\nLike most people, you get that first year or two on discount and then use it. First time you pay that increased price, you drop one or more of them.\n\nMy apple free trial just expired and I have only used it for a very small number of shows, so now that it costs me something, I am highly likely to cancel it. There just isn't enough on it for me to care.\n\nOnce Stranger Things is over I, and likely a LOT of other people, will likely cancel Netflix too. Not unlike the massive dump of HBO subscriptions once GoT ended. People want to watch a show maybe twice, maybe once if it isn't really good, but rewatch multiple times? Not so much. When what you have is only a few things that people actually watch regularly, you should be looking at what you charge and quality of content. Not spending 10s of millions on new things that might not catch on that you then have to charge ALL your users for whether or not they watch it.\n\nI've gotten way too many emails from Netflix this week in an obvious attempt to keep me interested.