Apr 23, 2022Liked by Antonio Linares

Thank you for the insights. I was one of the net 200K unsubscribes from Netflix in the past quarter. Before Apple, Disney, Peacock I had no reason to unsubscribe from NFLX. With their recent price increase and current content, it was a question of allocation of discretionary “entertainment” budget. They just didn’t make the cut (in my case). It is interesting as I have been aNetflix fan/ customer since their DVD days. They are definitely on the hamster wheel now…which is very crowded.

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Thank you for reading them, JC!

Your experience makes sense. I guess they've fallen behind a little bit for now. We'll see, but I agree that the space feels way more contested now.

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