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I’m not saying they’re going out of business. Maybe sustainability isn’t exactly correct, but that’s just splitting hairs. I’m saying that they want constant stock price increases because that is just his things are done now. And you said it yourself, the number of subscribers is essentially finite. That is why they are shifting to having more content with more ad space sales. And I think the market is fairly matured at this point. There aren’t many people who have internet who do not have at least two or three streaming services. And you can only cut costs so much. Just like there is a ceiling in subscribers, there is a floor on costs. That was the reason for the SAG strike.That's not a sustainability issue. Guaranteed revenue is the most sustainable thing in the world. Costs exceeding revenue isn't inherent, and the need to grow subscribers isn't inherently required. All the entertainment companies are prioritizing growth because they're in a footrace to claim as much of a global market share as possible before the market is saturated, fully matured, and they sort out how much milk the cows are going/willing to produce. Then they'll adjust their expenditures needle depending on how much of the pie they sliced for themselves.
So we will see these services resemble more and more their broadcast predecessors. They can sell a ton more ad space and make money that way than they can increasing their subscription prices.
And we already see the same type of price discrimination we had with cable and satellite providers. They split the market into two or three markets - tiers giving you more channels depending on the package you purchase. Or in the case of streaming services, more content depending kn the package you purchase.