The writers strike will be their bounce back. The reason they haven’t hammered things out yet is because the streaming services don’t want to reveal that some of their overhyped, overpriced sub exclusives just haven’t done the business for them.

The market cannot support lots of different services within the sector which is why even services like D+ are starting to bring advertising back. They will quickly discover that users do not want to pay a monthly fee and be bombarded with ads when the sub numbers collapse further.

All the big networks will quickly realise they made a lot more money just making linear programming and licensing it to other countries and aggregation services like Netflix than they ever did going it alone. Netflix will then continue as a classic aggregation service that makes the odd decent show. It doesn’t need to make all the trashy shows it has because it can just buy someone else’s for half the price.