Netflix har spredt sig vidt og bredt på kloden i en sådan grad, at det faktisk nu er svært for virksomheden at kunne fremvise samme kontinuerlige vækst overfor deres investorer. Men i denne verden er det ikke nok at tjene mange penge, du skal konstant tjene flere og flere, så hvordan kan Netflix gøre det?
Ja, såkaldt "password sharing" er det der skal slås ned på. Netflix har slået det fast adskillige gange, men efter at have mistet omtrent 500.000 konti som følge af lukningen af det russiske marked, så siger CFO Spence Newman følgende (via IGN):
"However, our relatively high household penetration - when including the large number of households sharing accounts - combined with competition, is creating revenue growth headwinds. The big COVID boost to streaming obscured the picture until recently. While we work to reaccelerate our revenue growth - through improvements to our service and more effective monetization of multi-household sharing - we'll be holding our operating margin at around 20%."
Det han siger på klassisk CFO-måde er at det er tid til at slå ned på husstande, eller grupper, der deler én konto. IGN skriver følgende som kommentar:
"In short, too many people already have Netflix for the service to continue to grow at the exponential rates it used to, and in order to go back to that level of growth, something has to be done about password sharing so it can make money off all the folks using the accounts of their friends and family members for free. Netflix estimates that alongside 222 million subscribed households, it also has an additional 100 million users who are sharing passwords with paying households."
Deler du Netflix med venner eller familie?