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Apple One and Apple TV subscription prices increase by up to 20 percent
(arstechnica.com)
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this post was submitted on 28 Aug 2026
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The cost in electronic services is in acquisition; the nominal cost to deliver services to a paying subscriber is lower than acquiring a new one.
Yes you would flatten your margin with existing customers by not hiking their rates (or not as much) but pretending there won't be defection assumes near monopoly--which the US has permitted largely for the last 4 decades.
Cell phone companies made it super easy to leave by only offering good discounts to new customers.
Netflix are saturated, let’s not pretend they need new subscribers
Jesus....
This is a couple years old but:
https://www.cnbc.com/2022/04/20/netflix-plunges-trading-subscriber-loss.html
The product is the stock price.
Amount of subscribers effects stock price.
They raise price as a reaction to not meeting aubscriber goals.
Which is a short term fix that needs to be done over and over again.