You must log in or # to comment.
Just one reason their stock price is down. They no longer report subscriber numbers — you can probably guess why. It’s strange to me that a public company can just hide data from investors that might reveal when a company isn’t doing so hot.
It’s also stupid they would clamp down like this on ad-supported plans. Advertisers want eyeballs, and this means less of them. Reminds me of Reddit moving to a log-in only model.
https://www.fool.com/investing/2026/07/15/with-netflix-down-45-from-its-highs-viewer-engagem/
I will never understand investors. Anyone with half a brain can put two and two together when a company starts hiding anything. Investors have no idea what they’re doing, they just trust the customer will make them money, get angry when they’ve been duped, and will do it again.
Not all investors are in it for the long run. Some just expect a short boost or go short betting on a loss.
In this case, the ads are probably bringing in less per viewer than the service costs, so having non-paying viewers is still a net negative.
Clamping down on this is probably a worse negative in the long run, but investors only care about this quarter.
Considering how many streamers are encouraging people to sign up for the ad-supported plans, I think they’re making more money from the ads. Of course, they’re double-dipping just like the cable companies used to do. Charging for a subscription, and then making even more money by showing you ads. The OP’s screenshot is like how they used to charge for each cable descrambler box in a home. Wanna watch in both the bedroom and the living room? Pay up!
It’s just greed.
Part of it is greed. Part of it is that television and physical media subsidized a lot of streaming’s content and now that money is gone. There has already been a collapse of some types of movies and TV shows because the economics that led to their golden age are no longer there.
Netflix used to get streaming rights for pennies because production companies made their money through other sources. Now those income streams are dead.
the biggest reason is, them cancelling too many shows too soon. after 1-2 season, the show ceases to ecist. 3 if you are lucky and its thier way of forcing its end.
One of the reasons I stopped watching Netflix shows was because all the ones I got invested those were cancelled just after one season.
blood of zeus, sandman(eventhough its mostly finished, it felt like it wash rushed and cheaply made.) castlevania is one of the ones they kept around longer, who knows when nocturne will get renewed? the show isnt as good as the first series, albeit they have some foreshadowing for season 3.
Stranger Things finally ended and the price for no ads went over $20 per month. That’s what made me finally quit.
They aren’t stopping reporting subscriber numbers, what are you talking about? They’re dropping from reporting it twice a year to just once a year. Annual growth is really all that matters after all. What matters far more is revenue, profit, and cash flow - all of which are still reported regularly.
Stock prices falling after earnings calls is basically the norm because no matter how well they go, even beating expectations, some people wanted more - and you can’t ignore the market manipulation by big players who try to manufacture drops so they can increase their position. Spook people to sell and drop the price so they can buy more at a reduced price.
Netflix met or exceeded their targets as they have basically every single time for years. Their revenue grew double digits, their margins are getting healthier, and their viewing hours increased.
Advertisers want eyeballs, and this means less of them. Reminds me of Reddit moving to a log-in only model.
Not sure if you’re being rhetorical, but I’ll answer anyways. The reason Reddit wants you to log in is to better track you, no duh. The reason that makes them more money is because better data means better ad targeting, and better ad targeting can be translated to results like a better click through rate. When a platform has that, they can incentivize more advertisers to spend more money on their platform.
That way, each time they sell an ad, that ad can be more expensive. It’s undeniable that demanding logins will be bad for the number of ads they sell, but if they can sell higher quality ads, they’ll make more money at the end of the day.
This whole thing is the core driver behind privacy being eroded at scale, because ad targeting has proven effective, and so advertisers want to advertise on the platform with the best targeting. So everyone wants to spy on their users the best and build the best targeting.
It’s also easier to control scraping by requiring an account.
To be fair, too many people are using your account. 0 people should be on it.
my thought exactly:)) 1 is already 1 too many
That would be the ideal for Netflix. Everyone subscribes and pays, but no one uses it.
Gee, maybe that’s why it’s so hard to find anything good to watch on Netflix now.
If it works for gyms …
Sing with me lads
Ohhhhhhhh🎵
Do what you want cuz a pirate is free 🏴☠️
https://www.youtube.com/watch?v=i8ju_10NkGY
🎵You are a pirate!🎵
Arrr me mateys year media media is freeeeee and ad-less
Ironically, I’ve been finding myself using Netflix again after years (stayed subscribed for the wife and MIL) to watch One Piece, a show about pirates, since I can access it at work and also because they skip both the intro and recap unlike Plex which only skips the intro.
Yar-har and fiddle-dee-dee!
People who live in Germany: don’t. You’ll get caught.
Or just learn to VPN
If youre stupid enough to use torrent without a VPN maybe.
I dont think there is a single case in Germany where a person was punished for downloading. Its always uploads that get you.
I don’t know about torrent downloads, but for “obviously illegal” streaming and IPTV offerings, customers also will get bonked. For example [German]: https://www.bms-rechtsanwaelte.de/wirtschaftsrecht-blog/illegales-iptv-streaming-strafbarkeit-nutzer
Who remembers netflix’s “Love is sharing a password.” tweet?
Love is sharing good torrent trackers.
Or usenet indexer.
Can you love me an invite? :)
Exactly this. I had Netflix for a while and didn’t pirate for like, 5 years. Then they started cranking up the price, dramatically reducing available movies including old movies that I wanna rewatch, and telling me my family is not allowed to use the product I purchased. So fI just stopped and went back to the high seas with a renewed passion for making my own media library as extensive as possible, and giving access to friends, family, anyone remotely trustworthy.
Ya’ll are still paying for this shit? LOL.
I pay for Netflix and share with my sister in laws family and they pay for Hulu and Disney plus. Good trade off imo
None of that is a good trade off when you’re giving money to those shit companies.
I pretty much have every major streaming service and cable. I’m a sucker for tv content
It’s ok if you want to pay and share with others. Some people here are just a bit too extreme.
I pay only for Canadian services, the rest is from the sea, it’s MY way to do it.
Absolutely nothing wrong with that, I used to hit the high seas heavily
Stremio + torrentio addon and Alldebrid. Just 3 bucks a month.
What’s the point of debrid of you have torrentio? It seems to have basically everything.
I’ve never fully saw the value of debred, maybe I’m missing something.
The point is the almost guaranteed speed. With a debrid service I can stream and watch a 4K BluRay remux immediately with Stremio + Torrentio, no waiting, no buffering, no hitches. Sure a new or popular movie will work well without debrid but a lot of times older movies don’t stream well without a debrid especially high bit rate files.
Instead of torrenting on my ISP network or paying for a VPN, I pay for a debrid and they give me a high quality fast link to download without torrenting.
I cancelled my Netflix several years ago literally the very first time I got an error that too many people were watching or a screen wasn’t authorized or whatever the specific “you can’t share your account anymore” error was at the time.
The fact that account sharing was tacitly allowed was literally the only thing keeping the value proposition of having the account afloat.
The fact Netflix used to actually use sharing accounts as PROMOTIONAL MATERIAL is wild to me. They leaned healily into it.
Same here. I barely used Netflix and was only paying the bill because I shared the password with family members and didn’t want to cut them off.
Once they started being weird about account sharing, there was no reason to keep paying the bill. I was on the top tier too, because they said you could play on 4 screens at once, and I figured it was fair to pay extra since I was sharing the account.
Nobody in my family complained so it’s likely they weren’t really using it either. So instead of a top-tier account being shared among a bunch of people that didn’t really use it, they get nothing.
Sadly their profits increased overall after they cracked down on password sharing https://www.bbc.com/news/business-68850766
Jellyfin doesn’t have this problem
Dude, Jellyfin and Tailscale is amazing.
Not if everyone is on your network. Otherwise it does have some problems
Which problems? The only one I know of requires the attacker to know the exact media path on the local server, even if they figure that out all they gain is the ability to view that file.
Seriously though, if there is a bigger vulnerability out there, I’d love to know about it (the only one I found would allow unauthorized viewing).
Fuck em. Lots of free media out there. My local library has all sorts of stuff, and that’s not even considering what’s out on the high seas.
Seriously. Libraries. Support your local library!
Been a Netflix subscriber since the early days. Talking getting DVDs in the mail, 3 at a time, watching all sorts of crazy shit, back when they let you have a profile where you could personally 5-star rate and even leave a review for movies you’d watched. Me and a friend got competitive about it, would watch movies all the time, rate and review them, we easily had lists into the 800-1000 range.
Then they deleted all of it with no warning.
But I kept with it, because although I pirate a lot, I still like the convenience of not having to download all the stuff on there, and there’s still some decent releases. And I share my account with my ex-wife, so she doesn’t have to pay for it. And then when I’m on vacation, usually there’s a smart TV or whatever and I can log on to keep watching whatever series I happen to be on at the moment (right now it’s Stargate SG1).
But the other day I got a warning about how I’m using a different device, and I had to double authenticate and reenter passwords to “allow” me to watch from my personal computer… and it made my blood boil. Shut the FUCK UP netflix, you dumb mother fucker. I’ll watch the service I fucking PAY FOR, on my OWN FUCKING DEVICE, WHENEVER I FUCKING WANT TO.
One more blood boiling moment and I’ll just cancel their bullshit all together. I have a gig internet connection, I can just download shit crazy fast, I don’t fucking need you anymore netflix. you forget that the slight convenience of not downloading things is the ONLY reason you exist. Stop being convenient, stop being used.
sad, AMAZON cancelled the new series for stargate, maybe they thought it only reach a small audience, and not a “Wide enough audience as they claim”
Their content has quickly become shit tier. Every new show seems like an attempt to check as many boxes as their hits from over five years ago. Spreadsheet programming. That or low budget docuseries.
But that’s programming everywhere now. Who woulda thought that consolidating the entire entertainment industry into three players would have negative consequences.
Buckle up my man. Remember how shit programming got during, and then following, the writers guild strike? How many shows just…could not recover?
Imagine if the writers were to strike again. They’d be replaced with AI scabs in a heartbeat.
They haven’t already?
The AI isn’t technically a scab since the people it replaced weren’t striking.
You do not subscribe ,you should use pirate and do not feed these imperialist oligarchs
check out: https://fmhy.net/video
If you’re feeling generous, sign up for the cheapest plan and then pirate everything.
Someone already did and is doing :) 😀
The main reason I keep subs for any of it is because we have a Roku TV in the living room and anything more complicated than just pushing the Netflix button is more than my wife is willing to deal with. She already doesn’t like the Google TV box with the same apps on the other TV because she thinks it’s too complicated, but she puts up with it “because you like it”. If I had a way to install Stremio on the Roku, I could probably slowly convince her over to it, but that depends on how often her occasionally obscure TV preferences are already cached by RD.
My elder parent was able to work Stremio + debrid just fine after we set it up.
Plex is just as simple as Netflix, you just have to do the heavy load and setup a server and download them. Not hard, just a little extra work.
Plex. Jellyfin is fine too, I am just used to Plex and prefer it’s interface. I don’t mind paying a few dollars per month for it.
This is coming from a person with a Plex lifetime pass for the last 15 years. Fuck Plex and their greed.
I was on the same boat as you, but this year I switched to Jellyfin and could not be happier. It actually feels smoother for me than Plex. Also there are a pot of little quality of life improvements which did not work on Plex for me, like always auto loadng subtitles in my language of choice.
Plex is good for those in our circles who only know of VPNs from ads on YouTube.
Jellyfin is great and all but not something you can just expose to the internet and hope for the best.
People keep saying that Jellyfin is scary to expose to the internet but Plex isn’t. Could you share your reason for it?
Not OP, but I don’t expose my jellyfin to the internet because of the rough edges and its age. It hasn’t been around long enough for me to trust it. It’s probably fine. I’m just not ready yet.
I barely expose my Plex server to the internet. Both are pretty seriously firewalled, and my jellyfin is only visible outside via tailscale.
I try a lot of stuff that’s a lot younger than Jellyfin but I respect your position on it. From what I’ve read the most serious identified issue will allow unauthorized playback, but one requirement for the exploit is knowing the local system path for the media. It forked from emby somewhere around 8 or so years back and I managed to trust emby back then so maybe I’m being a bit overly naive.
My main issue with Plex is that it only supports using its auth servers so when their having an outage, so am I; I’d rather control the media server and it’s IdP.
I honestly have never noticed an outage of that type, and wasn’t aware. Good to know.
I maintain both Plex and jellyfin on the same servers at the same time because honestly neither is a full solution that I’m happy with. 😥
Same here, I’ve had a lifetime pass for a bit over a decade but now I just keep it for coworkers and some family members. Jellyfin just runs better 99% of the time.
Plex will also auto select subtitles for your language of you set it up, and jellyfin currently can desync subtitles if you skip forward enough.
I don’t really have a preference between the two, but jellyfin still feels rough around the edges in places.
I’ve switched to Emby. It’s a lot easier to set up than Jellyfin, and has an okay interface. Not the greatest, but whatever.
