IMO, Netflix is at the stage where it collects mass preference to produce better movies by themselves, which creates a virtuous cycle for their bottom-line -- addiction to the platform of the mass & quality production.
I would think they will start charging more if the growth stalls AND enough stickiness of the platform is proven. Currently, they are making profits and growing in terms of revenue, so as long as the founder keeps the control and the company is profitable, I think it might make sense to pursue more subscription at the cost of short-term profitability.
I would think they will start charging more if the growth stalls AND enough stickiness of the platform is proven. Currently, they are making profits and growing in terms of revenue, so as long as the founder keeps the control and the company is profitable, I think it might make sense to pursue more subscription at the cost of short-term profitability.