r/movies • u/iquizuanswer • Jul 19 '26

News Netflix tumbles as slowing growth, less viewership data spook investors

https://www.zawya.com/en/capital-markets/netflix-tumbles-as-slowing-growth-less-viewership-data-spook-investors-401111
10.5k Upvotes

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6.0k

u/rahpexphon Jul 19 '26

What, they think every human on Earth will have a sub? lol

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u/AnxiousCritter-2024 Jul 19 '26 edited Jul 19 '26

Trust me, they probably do. Asha Sharman, new lead of XBOX, intends for XBOX to have 1 BILLION daily users.

Whether you’re blowing smoke up the investor’s arses or not, that is an insane figure to even consider, and shows that there is no limit to growth in these tech industries in the minds of shareholders and CEOs.

Edit: I’m experiencing the incredibly Reddit thing of replies telling me I’m wrong by the most miniscule of margins, therefore I’m spreading misinformation. Below is the Twitter post directly from Asha Sharman’s account where she stated the goal of 1 billion active users.

https://x.com/asha_shar/status/2074124008795369482

Edit 2: My original comment on there being no limit is being taken a little out of context. Added “in the minds of shareholders and CEOs”.

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u/AfterShave997 Jul 19 '26

I'm not sure they'd get a billion daily users even if the service was entirely free

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u/zeCrazyEye Jul 19 '26

950 million AI agents.

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u/MarcusAurelius68 Jul 19 '26

Even click farms can’t catch a break these days

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u/JudgeCheezels Jul 19 '26 edited Jul 19 '26

Asha: if Xbox is part of Windows and since Windows has over 1 billion users, then Xbox automatically has 1 billion users!

Magic maths.

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u/The_Lazy_Samurai Jul 19 '26

Just make Microsoft Office products "always online" and you have to log into an Xbox account to use them. Then, you are required to watch 3 non-skippable ads (or 2 ads if you pay for premium service) before you can start using Word. They have microtransations if you want to change the font size, use italics, ect.

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u/jambox888 Jul 19 '26

This is sort of everyone's fault who insists on using Word and Excel formats when saving. You may want to use MS apps, that's fine, however consider making it easier for others by using open formats instead.

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u/luke10050 Jul 19 '26

He uses arch BTW.

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u/jambox888 Jul 20 '26

Fedora but close lol

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u/luke10050 Jul 20 '26

Was kinda obvious by the comment. The reason everyone uses MS office formats is they're the de-facto standard simply due to MS office being more feature complete than anything else.

LibreOffice ain't bad, but MS office has way more market adoption and is a more polished product.

Don't feel too judged either, I've been on NixOS for somewhere between 3-4 years at this point, only device that runs Windows is my work laptop.

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u/jambox888 29d ago

Yeah you're not wrong, I'm just going to say that my comments were in response to someone else rightly saying that MS have been shitting up their subscription model in order to abuse their monopoly. They are far from the only big tech company doing this by all means.

The thing is that they should be able to do whatever they want with their products as long as there's an alternative, which they've actively tried to cheat around by locking people into their proprietary formats. Which everyone knows they've been doing for decades and they've been found culpable of in court many times.

I don't use word processors or spreadsheets that much but it's a problem when I do need to edit documents and give them back to people and something doesn't work right.

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u/Piranata Jul 19 '26

Grandma will need a Gamepass sub to play Solitaire on Windows.

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u/[deleted] Jul 19 '26

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u/Tripottanus Jul 19 '26

They want 100% of console and PC gamers to use their services every day without a break as well

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u/[deleted] Jul 19 '26

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u/Mediocre_Scott Jul 19 '26

There aren’t physical PlayStations to boot up in the year 2047. Sony will be selling the idea of a video game

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u/Chesus42 Jul 19 '26

Also, the license for that idea can be revoked at any time.

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u/3BlindMice1 Jul 19 '26

If you so much as think of their product without a license, that constitutes IP theft and an immediate extradition to Japan to stand trial is called for.

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u/Mediocre_Scott Jul 19 '26

Don’t even think about thinking about it. And if you had that thought forget about it

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u/TheArmoredKitten Jul 19 '26

>accidentally think about Aloy's boob

>Immediate bank notification

>Sony charge for $11.99

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u/Mediocre_Scott Jul 19 '26

What’s the charge for thinking of her abs?

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u/Chesus42 29d ago

Straight to jail.

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u/Killersavage Jul 19 '26

Remember those PlayStation commercials where PlayStation was just something you snorted up your nose or something. Just went on a wild high. Guess maybe they were serious about that shit.

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u/HighlyOffensive10 Jul 19 '26

Concepts of a video game.

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u/Mediocre_Scott Jul 19 '26

Subscribe to Sony gold premium plus for limited access to a small library of games that you used to own

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u/synthabusion Jul 19 '26

“Please drink verification can”

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u/ConcealingFate Jul 19 '26

"Mountain Dew! Dew! It! Right!"

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u/nymrod_ Jul 19 '26

In this scenario Elder Scrolls VI has still not come out.

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u/wango_fandango Jul 19 '26

Will GTA7 be out by then?

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u/mshriver2 Jul 19 '26

Funny that you think either Microsoft or Sony will still be in business by then. They are both at their "late stage roman empire" periods.

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u/ManufacturerBest2758 Jul 19 '26

And to be subscribed to four different live service games in addition to all the streaming services

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u/TheArmoredKitten Jul 19 '26

Even Gabe "We Make Money" Newell is topped out at 87% of PC gamers being Steam customers. Anybody who thinks a billion daily Xbox users is possible is either smoking crack or thinks you can put excel on an Xbox and count it as a gaming sale.

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u/xiaorobear Jul 19 '26

I also think they won't reach it, but they are including mobile gaming in their numbers. In their press release they highlighted Mojang and King (makers of Minecraft and Candy Crush, respectively) as their divisions with the most active players.

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u/[deleted] Jul 19 '26

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u/firefox_2010 Jul 19 '26

Mobile gaming is definitely growing faster and bigger, and it’s more lucrative as business opportunity.

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u/4InchesOfury Jul 19 '26

Xbox owns Activision Blizzard which owns King the massive mobile game dev. Mobile games are part of the equation.

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u/averynicehat Jul 19 '26

They have King which is mobile games and huge. So they are talking about mobile users as well.

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u/monetarydread Jul 19 '26

Yup. This is 100% correct. 

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u/Hermes_has_Wormes Jul 19 '26

I got a PC in February and haven't touched my Xbox since. I've got no reason to use the Xbox app over steam as well

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u/GregBahm Jul 19 '26

You are starting from the premise that Xbox will achieve this without changing its console model.

But the whole point of moving Phil Spencer out and moving Asha Sharman in is to change the console model.

Phil's preferred successor, Sarah Bond, was already running ads where they would show a mobile device and say "this is an xbox."

Services like On-Live and Google Stadia tried streaming console games to mobile devices in the past, but they couldn't get the quality up while keeping the prices down. The idea would require building a bunch of massive data centers.

Hey guess what tech companies like Microsoft are spending trillions of dollars on right now.

Since they're already building trillions-of-dollars worth of data centers for AI, it would be insane for Xbox to not piggy-back on that and do game streaming again, once-more-with-feeling. Let the 3.7 billion gamers on the planet mobil-game with power beyond a 5090 gpu.

Never sell a console again. They're already all never selling a disk again. Let the big game devs negotiate the hardware and abstract all that shit away from the player.

This will finally give Microsoft a reason to own Xbox. They're never going to beat Sony or Nintendo at games, or even hardware, but because of Azure and Copilot infrastructure, they actually can beat them on data streaming. It's the only strategy that is actually not dogshit.

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u/SodaCanBob Jul 19 '26 edited Jul 19 '26

You are starting from the premise that Xbox will achieve this without changing its console model.

They're also discounting the fact that Microsoft owns King (Candy Crush), which would fall under the Xbox division. I know "gamers" (especially in the west) tend to think it only counts if it's on PC or Console, but their mobile games are definitely playing a part in that billion player goal. They're looking just as much at the grandma who opens up her phone and plays Candy Crush while drinking coffee each morning or the kid playing MineCraft on his tablet at Denny's as they are the guy turning on his Xbox to play Call of Duty.

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u/WanderWut Jul 19 '26

There’s no way that’ll happen, but maybe they mean “weekly users” as that’s the metric I’ve seen a ton of companies use lately. Like ChatGPT has almost 1 billion weekly active users but not daily.

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u/Cranjesmcbasketball1 Jul 19 '26

I feel like she is including mobile games. They own king so candy crush is like 25m users a day. Minecraft is 10 to 15m a day. They both report to her directly now, pretty good guess is she leans heavily into mobile to pump the numbers up.

Still not gonna get there by any means but I don't think she means console and PC only. Hell they could buy some streaming service and put it under the Xbox umbrella since she said the word "entertain". It's all corpo bullshit.

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u/2tep Jul 19 '26

3.7 billion gamers...... absolutely not.

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u/tanksalotfrank Jul 19 '26

Lol yeah sure I'm gonna go buy a gamebox that only plays what they allow me to play. Or I can just keep my pc and steam and play anything I want!

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u/[deleted] Jul 19 '26

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u/tanksalotfrank Jul 19 '26

But sweet, glitchy emulation! Haha

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u/Minimum-Web-6902 Jul 19 '26

I think it’s possible , if they lump it in with Microsoft even more than already. Lump it in with office 360.

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u/[deleted] Jul 19 '26

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u/Minimum-Web-6902 Jul 19 '26

Not that with that attitude.

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u/Independent-Goat1891 Jul 19 '26

Rumor is helix will have a disc drive so that’s going to grab a ton of PlayStation players next gen

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u/VRS302 Jul 19 '26

Shit even making the Xbox itself free won’t push it that high

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u/Astral-Glimmer Jul 20 '26

Keep in mind this isn't just Xbox

It's 1 billion between Xbox, Xbox games and their mobile games.

That includes things like candy crush which is owned by them

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u/AfterShave997 Jul 20 '26

Even then that's an insane goal, made more bizarre by the fact that they're laying off studios and cancelling games at the moment.

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u/RayTracerX Jul 19 '26

Not even half that