can't companies continue to exist on the number of subscribers that they have?
can they not reduce costs -- while continuing to service that # of subscribers -- to generate better returns for their shareholders? would such actions cause shareholder/investor revolt?
why?
> the slow down of subscriber growth at Netflix is pretty clear and will require a response from the business
how far does this go? when google or amazon or netflix or whomever has an active user account for almost all human beings on the planet, what then?
why DOES a business need to respond when their subscriber growth has passed the nadir for given market(s) at given tiers when the ROI for that business at those tiers and market volume is ~20% per quarter?
are those returns not enough? if the company (Netflix) could keep existing revenues at existing customer volumes while also reducing their infrastructure/delivery costs, would that not be enough??
> how far does this go? when google or amazon or netflix or whomever has an active user account for almost all human beings on the planet, what then?
If you are not constantly growing then you will not have everyone with you, this is because new people reach adulthood. You want them in your service while still retaining the older ones.
In a steady state when all old population have your service and new ones are automatically adopting it, then you are a public utility (Ex. social security).
And when you are a public utility or essential service then you don't have to market yourself, it becomes money printing business and it is dividend company and not a stock growth one.
Cost cutting is always on the table, although it tends to be executed by the dreaded "MBA type" who doesn't understand product. Growth enables new feature development, cost cutting generally results in a worse product. Be careful what you wish for.
can't companies continue to exist on the number of subscribers that they have?
can they not reduce costs -- while continuing to service that # of subscribers -- to generate better returns for their shareholders? would such actions cause shareholder/investor revolt?
why?
> the slow down of subscriber growth at Netflix is pretty clear and will require a response from the business
how far does this go? when google or amazon or netflix or whomever has an active user account for almost all human beings on the planet, what then?
why DOES a business need to respond when their subscriber growth has passed the nadir for given market(s) at given tiers when the ROI for that business at those tiers and market volume is ~20% per quarter?
are those returns not enough? if the company (Netflix) could keep existing revenues at existing customer volumes while also reducing their infrastructure/delivery costs, would that not be enough??
would they NEED more customers?
why?