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Spotify ramps up policy enforcement on family plans (arstechnica.com)
submitted 2 weeks ago by to c/technology@lemmy.world
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[–] 2 points 2 weeks ago (9 children)

It is relevant to the stock price discussion, which was the dfense of the family plan enforecement.

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  • [–] 2 points 2 weeks ago (8 children)

    The metric of interest in the context is the effects on churn/subscriber conversion, in which Netflix significantly overperformed following the enforcement of family plan rules.

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  • [–] 1 point 2 weeks ago (7 children)

    And has since underperformed. Their watch times have not followed their subscriptions and investors are concerned.

    So the enforcement resulting in more subscribers could be seen as short lived given the results for netflix.

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  • [–] 1 point 2 weeks ago (6 children)

    A drop in consumption could be equally well explained by lacking content quality, leading to disinterest in consumption.

    Arguably better explained, given that they laid off the director of content.

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  • [–] 1 point 2 weeks ago (5 children)

    Now that people can't share maybe they're more discerning about keeping that subscription?

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  • [–] 1 point 2 weeks ago (4 children)

    I'm not really clear on what you mean here - Netflix are not having any trouble with their subscriber growth/churn numbers

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  • [–] 1 point 2 weeks ago (3 children)

    But their subscriber growth is not increasing their market share or stock price.

    Which is why you would do that.

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  • [–] 1 point 2 weeks ago (2 children)

    It is increasing their revenue, which is the intended effect

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