I'm not affected (unless they decide to be so draconian that my significant other being temporarily in another country makes us evil password-sharers, which wouldn't shock me), but I'm curious whether this is going to be a net gain or a net loss for Netflix.
As far as I know, generally speaking when a company's strategy for increasing revenue is to try to extract more money out of its existing customer base without providing any additional services to them, it doesn't turn out so well, especially when your competition is increasing.
It doesn't matter whether this qualifies as "ripping off customers who are paying for 4 simultaneous streams" or "making freeloading thieves pay their fair share" or anything between. The simplified version is that some percent of their customers were paying for a service with the expectation they could use it a certain way, and now they can't use it that way but the price isn't going down. Some of them will stop using it, some will pay more. And some number of additional users were semi-surreptitiously using the service someone else is paying for and now are being told to pay or stop using it; some will, some will give up.
At the same time, there's also way more competition than there used to be.
I'm curious what the net of the above ends up being.
Seems likely it mostly comes down to whether Netflix is as indispensable a service now as it once was, when there's Disney+ and Paramount+ and HBO-whatever and Hulu and AppleTV as appealing alternatives.
