Unless you're a shareholder, is that actually a problem?
There would be nothing wrong in Netflix say: We're no longer able to buy the shows and movies we'd like, because the studios are setting up their own streaming services. We now going to shift towards creating less content, but higher quality.
As I see it, one of Netflix major problems is the quality of content. They can't buy quality content anymore, so they're attempting to just make as much content as possible, hoping something will stick. Writing have been a major problem for Netflix for years. They're able to create an initial good season one of a show, but are never able to deliver in the following seasons.
Personally I don't see the problem in Netflix becoming a niche player with their own high quality content, that could allow them to lower prices as well. It's only a problem because their shareholders overpaid and insist that Netflix remain a major streaming platform in order to recover their investment.
There are limited humans on this earth and if you consider, that you cannot reach them all and there is also competition, which realistically also takes some of the market, why not be fine with reality and a saturated market you cater for well?
It could be difficult to catch up to the market leader, if the market leader simply continues to improve their core product. First they would need to catch up to the functionality and then also go all that long way of improving. Unless something else comes along replacing / disrupting movies and series or video technology, Netflix could stick to that and improve it.
That is in theory. I think most businesses lose the original vision at some point though and their products worsen, instead of improving. I would guess, that it is not in Netflix' genes to keep one core product and vision of the product.
The idea to show ads on Netflix is like the nail in the coffin. Users would jump to the first capable alternative, that does not show ads. Netflix would inflict itself a weak point, at which competitors could jump in and start eating their market share. It would be a big worsening of their product. Users might think: "I am paying for this, yet I am seeing ads?!"
There would be nothing wrong in Netflix say: We're no longer able to buy the shows and movies we'd like, because the studios are setting up their own streaming services. We now going to shift towards creating less content, but higher quality.
As I see it, one of Netflix major problems is the quality of content. They can't buy quality content anymore, so they're attempting to just make as much content as possible, hoping something will stick. Writing have been a major problem for Netflix for years. They're able to create an initial good season one of a show, but are never able to deliver in the following seasons.
Personally I don't see the problem in Netflix becoming a niche player with their own high quality content, that could allow them to lower prices as well. It's only a problem because their shareholders overpaid and insist that Netflix remain a major streaming platform in order to recover their investment.