[bm5k]

more likely a long slow decline with several factors

off hand, a few factors I can think of are

- a few users lost here and there due to “bad decisions” (as perceived by exiting customers) - super saturated paid streaming market - more people at home = more users but != more paying customers

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I think the biggest risk they face now is thinking that 100% of account sharing would be paying customers if they somehow eliminate sharing. That kind of thinking tends to lead to decisions that also push currently paying customers away AND makes new/returning customers think twice.

Just my opinion. Full disclosure: I’m in the “no longer a paying customer, not account sharing, and probably won’t be using netflix in the near future” camp.