Perhaps now we will finally get a clue as to how popular Netflix is among people who seemingly have not been paying anything for the service -- that is, using someone else's login and password.
A message on its site officially offers a note (perhaps a warning?) that users who have been using a friend's/family login information -- not in the home of the original household subscriber -- will need to pay $7.99/month for the privilege of continuing to get the service.
While this might be upsetting to most, consider that the original price for Netflix's "Standard" ad-free platform is $15.49.
So paying in effect half of the list price would still be a good deal for the original ad-free SVOD service. At $7.99, that is just a dollar more than Nielsen's "Basic With Ads" option, launched last November.
Of course, it gets a bit complicated from there.
For example, targeted non-household members for that $7.99 deal will be singled out based on factors such as how often a device has used the ‘primary’ WiFi versus non-primary -- in other words, at someone else's home, for example.
At the same time, primary account holders will need to set a “primary’ WiFi location. Those users would also be allowed to log in to Netflix while traveling.
Going forward, analysts will be on the lookout for the all-important “churn” numbers -- those subscribers who on a month-to-month basis can opt out of the service -- only to perhaps opt back in at a later time.
Netflix has had a churn rate as low as 2.3%. That means it has users glued to their screens. Should it be worried now?
Much “churn,” according to analysts, is primarily linked to the release of a new season's worth of episodes of one of their favorite shows -- something that is typical to all premium video streamers.
But Netflix typically has a low churn score. That is because -- according to loyal users -- there is always something good to watch.
If Netflix can curry favor here, it could show some stability with its subscriber numbers -- something analysts scrupulously examine during every company's quarterly earnings reports.
At the same time, Netflix continues to be the only big premium video service that is profitable on a regular basis. (Warner Bros. Discovery moved slightly in the black last quarterly period after big cost-cutting moves).
All that means Netflix continues to be in the driver’s seat. Netflix is looking to keep the momentum growing -- pretty much sticking to its high $10 billion- to $12 billion- dollar-a-year program TV/movie content production expenses.
A new consumer marketing campaign touting all of this? If not, Netflix is hoping freebie looking subscribers will get the memo.