[jfman]

Impact “if any”? I think given how this content is supposed to revolutionise the market it’s impossible to say it’ll have no impact on Netflix.

Only Disney and others will have a major benefit of their own huge back catalogues at their disposal. Content owners can field at a price point that doesn’t have to service $20bn of debt as well.

Even if the technology works, Netflix fundamentally doesn’t in the long term. Optimistic growth forecasts will go unrealised and how to monetise a customer base who don’t particularly value your product anyway will be a massive challenge.

Even if it’s two years before the squeeze - Netflix are still going to be under a huge mountain of debt as they increase their costs due to the competition threat.