I'm afraid you have a very narrow concept of marketing strategy, and market signals specifically. When 100 million customers are synthesizing a product package, it's not "stealing"; it's the company just misreading the market. Netflix bundles and price tiers are such a huge miss that people are constructing their own packaging to provide sufficient value. If Netflix cuts those options without making other options available, such as by unbundling multiple streams and quality tiers, all they are going to do is lose customers, and revenue. They will not make it up. Netflix, with their policy of binge releasing, is frankly the easiest service to cut back to cyclic subscribing. This is me talking from 30 years of product marketing strategy experience. Now, in my case, I'm a year round high quality subscriber, but if Netflix just starts cutting into my travel viewing options or bars me from gifting a streams to one of my kids, without providing other value or flexibility, I'm cutting back to 3 months per year. That would then provide me the best value. I'm sure I'm not alone. I doubt a significant number of satellite users on multi-stream accounts have the means to start signing up for their own accounts, frankly. It would not surprise me if the vast majority are either struggling young adults or barely interested secondary users just latching onto a primary.
