Netflix – breaking bad?

Netflix seemed relaxed about raining on HBO Max’s parade (for achieving impressive subscriber growth) by telling markets: “HBO doesn’t bother us at all”.

Fair enough – though the contrast between HBOs North America growth and Netflix shedding of 400,ooo subs is marked. But more worrying for them is the worldwide growth and share gains of Disney+, Prime Video and Apple TV+.

Source: Netflix – breaking bad?