comment: >
  
  Disney and Hulu is also looking into enforcing account enforcement. I imagine that Netflix will help establish precedence and then the rest of the streaming services will follow suit.
context: Do mind me, just a pirate sailing through the comment section >
  
  I'm not saying you're wrong but like they did also cancel a behemoth of really good shows. I have officially moved to Hulu anyways. >
  
  It's definitely perplexing. 
  Here's a small guess: 
  
  
  Crackdown on password sharing causes some non-paying users to either leave the platform or subscribe. 
  
  
  Whether total viewership goes up or down (my money's on down), the percentage of paying users goes up. 
  
  
  This may allow Netflix to better target their new content toward the folks who spend money on the platform. 
  
  
  The thing about cancelled shows: we all say "but I know a ton of people who liked that show! How could they cancel it?" Netflix knows how many people actually watched it--in other words, whether it's actually a revenue driver or not. They wouldn't cancel a show that's a good revenue driver. >
  
  Pretty on target here.. I saw somewhere they estimated that 200 million accounts would be effected, if we use 25% as a baseline estimate of how many people will open new accounts or pay for passward sharing that is 50 million new paying users. even if that number is as low as 10%, that is 20 million new paying users. I am sure they did a risk assessment. >
  
  You didn't count the lost subscribers, though. >
  
  I think the point it, what lost subscribers?  The people actually paying will, in most cases, continue to receive their service.  It's those friends, exes, brothers, sisters, and parents that the passwords were shared with, they lose out. >
  
  No. They were splitting the cost. Suddenly the cost will be 5 times, even more times bigger. Why would they pay that? >
  
  Really? Are people really venmo'ing someone 2 $ a month for their share of the netflix? >
  
  Not me, but yeah. A friend of mine splits his netflix four ways because none of them can afford it straight up. >
  
  They all need to spend less time watching netflix. >
  
  Every model has underlying assumptions. In the best case scenario, based on past behavior or experiences in similar contexts of your own company.
  How many times have you seen a company backpedaling at the speed of light after implementing a massive shift? McKinsey exists just as an echo chamber to management and their decisions. And they do fine. So… do not overvalue their understanding or capability to handle this. >
  
  Oh don't get me wrong, I think there's a great chance that this won't go well (let's say....55/45 split?). But most voices I hear talking about this act as though Netflix is new to business. This is a calculated decision. It may be calculated on all of the wrong variables, and it may go catastrophically wrong, but they are going in with eyes open. >
  
  This is what I think the comment section isn’t understanding. If I read your post correctly, you aren’t saying you like the change, you aren’t saying the change is good, you aren’t saying no one will cancel services. You’re simply saying that Netflix is making a calculated decision which they believe, based on their data, will make them more money. Idk why that was so hard to glean for some people >
  
  THANK YOU. >
  
  Yeah, lots of feisty idiots in here. Trust me, plenty here agree with you, even as we are skeptical that Netflix will come out of this smelling like roses. >
  
  you SAY this, but look what happened with D&D and Wizards of the Coast recently.
  you THINK "oh they know what they're doing they did the research they have a plan". do they really?
  and if anything else, the D&D issue shows us that we, the consumers, have the power to demand change.
  D&D tried to change the rules of how ownership of game materials works and the fans revolted. they lost, i think i heard, 60% of their subscription base in a matter of weeks.
  D&D publicly came out and admitted that they fucked up and completely abandoned their plans. >
  
  They didn’t abandon the plans, they just kicked them one edition down the road. Third-party creators for 5e are safe, but 1DnD creators won’t be. >
  
  the point is that i'm sure D&D had marketing analysis, i'm sure they had a very expensive business department do the research and determine what they could and could not get away with. they went with their plan, and it was a huge flop, and the fans made a stink, and it affected their plans.
  just as netflix can sit there and think that their expensive market research will work, but ultimately the fans and consumers have the power to demand what we want. >
  
  If there is one thing I’ve learned, being around business analysts and folks who weigh these kinds of choices, it’s that they’re all human and come with all the usual human strengths, weaknesses, and struggles.
  Netflix has a lot of, and well-paid, analysts- but you’d be surprised what an entire team of people can fail to consider, especially if pressure is being placed from higher up to reach a certain conclusion that looks better on a specific metric, shareholder meeting, or quarterly review. >
  
  They can do whatever the hell they want, they just won't be doing it with my money. >
  
  I think the point of them doing this is that for most of us password "sharers" Netflix NEVER had our money to begin with
  A friend of mine has had Netflix since it was a DVD service, and has given out his password to about 8-10 friends because why bother making everyone pay for seperate accounts when they charge him the same amount regardless?
  So he'll still pay for Netflix, cuz he's the one who wanted it in the first place.   Now all of us moochers who have had free access to Netflix for the last 5-10 years need to decide whether we are going to buy our own accounts or not. >
  
  Only 2 households, I'm cancelling and the other household isn't getting their own.
  I think Disney/Hulu has better content anyway based on what I've seen.