I think we can expect HBO streaming to continue as a premium subscription for movies and high-production-value shows. That would let everything else to land on Netflix with no conflict.
Move show X, Y, and Z from Netflix to HBO Max because those profiles are likely to add the second subscription.
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Piracy seems like the only thing that keeps prices/practices in check.
Assuming all WB and Netflix customers move to the super platform, that's a loss for Netflix (assuming the super platform doesn't significantly reduce their costs).
And the $35 might be more than some set of current Netflix subscribers want to pay, so they drop the service, so an even bigger potential loss.
Certainly, I have no desire to subsidize sports fans via a higher Netflix super package.
Then the fragmentation got worse, as all the legacy media companies rolled out their own platforms, and it suddenly became ~5x$20/month to get the same content. And ads got added back into the mix, even after subscription fees.
These days, I actively switch platforms every few months. It's a bit annoying, but beats the old cable days.
My biggest complaint today is the fragmentation across some sports. Take pro cycling (TDf, etc) - it's split across 3-4 platforms in the US. So, I need to get FloSports, Peacock, and a few others. I wish I could either get individual events OR a bundle that included everything. Oh well, I'll pay for a few and pirate the Sky or continental feeds for the rest.
Swallowed by Discovery and then (in the UK) bundled into a 30 GBP a month sports package called TNT that comes with a little bit of premier league football.
Prohibitive and has led many to piracy this year. I only hope whoever eventually wins the race to buy Warner Bros eventually undoes this madness, it could not be worse as a cycling fan.
And I already have Amazon Prime and Apple TV+ through other bundles I have for other reasons. We'll see.
Still, the real issue is one that both cable and streaming services don't solve.
People don't want to pay for what they don't watch. Both streaming and cable have the price of everything they own and produce built into the price. When you subscribe to either, you're subsidizing a bunch of stuff you don't care about.
People don't want to pay $20 a month to watch stranger things in oreer to subsidize a bunch of stuff they don't watch. It was the same with cable. Netflix is just one giant cable bundle, it always has been.
Many on-demand viewing experiences still play ads through atrocious “cable box apps.”
Entrenched cable bureaucracy disrupted by app culture. For the better.
Netflix also will some day be disrupted, as the wheel turns.
I’ve just gone cold turkey from watching any streaming tv or movies until the situation improves. Blu Ray works better than ever.