Amazon and Facebook are by far the largest competitors in the area, and Google and Apple have more stable ecosystems since its users cannot easily move between Android and iOS.

There's nothing like that for Netflix: its amount of unique subscribers is within the same order of magnitude as Amazon Prime Video and Disney+, and as long as you aren't halfway through a series unsubscribing is easy.

I think Netflix is one underwhelming season of content during an economic crisis away from failing.