Couple of interesting articles on Netflix. I'm loathed to use the first one because it uses an online survey for one set of data. However the Bank of America commissioned data is interesting - while Netflix appears to hold up reasonably well, with a diminishing library of known quality content and further streamers ready to enter the market it'd be worrying if the situation repeated itself every time in light of new competition.
https://www.investors.com/news/disne...s-dump-rivals/
And this one:-
https://seekingalpha.com/article/431...ng-real-threat
This article raises the interesting idea that Netflix is already at, or near, it's peak. As I've said before - the pay-tv market (which streaming belongs to) has a reasonably fixed size. The collective pie only gets bigger for everyone if they introduce 'new' customers - where are they coming from? Netflix, Amazon and Now TV have undoubtedly introduced new customers at lower price points.
However once you aggregate three or four streamers you are into Sky/Virgin/BT pricing territory - essentially trying to sell to those who have rejected pay-tv options already.