A cause de la suspension du service en Russie, Netflix vient d’annoncer une perte considérable et entend resserrer la vis du côté des partages d’identifiants et mots de passe.
Après des années de conquête des utilisateurs à grande vitesse, le géant du streaming Netflix a perdu 200 000 abonnés dans le monde au premier trimestre par rapport à fin 2021, une première depuis plus de dix ans. Et il s’attend à en perdre encore plus au printemps.
La nouvelle a fait dégringoler l’action de 25 % mardi, lors des échanges électroniques après la clôture de la Bourse de New York.
Netflix a eu des chiffres gonflés pendant la pandémie de Covid-19. Le marché s’attendait à une correction, mais pas aussi forte. Le pionnier du secteur avait prévu de gagner 2,5 millions d’abonnés supplémentaires – et les analystes en escomptaient encore plus – mais en a, au contraire, perdu, ramenant son total à 221,64 millions d’abonnements.
Cette baisse a été en partie causée par la suspension du service en Russie, qui a entraîné une perte nette de 700 000 abonnements. « Sans cet impact, nous aurions eu 500 000 abonnements supplémentaires » par rapport au dernier trimestre, a précisé Netflix dans son communiqué de résultat. (Sce: France24)
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La suspension du service en Russie qui se transforme en perte annoncée, puis le tour de vis sur le partage d’identifiants, ça donne surtout l’impression que les abonnés paient l’addition pendant que la boîte rassure ses actionnaires. Reste à voir combien de foyers accepteront de repasser à la caisse plutôt que de rendre leurs mots de passe.
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L’article sur la perte d’abonnés de Netflix m’a rappelé le mail que j’ai reçu la semaine dernière, du même genre : une hausse de tarif et un rappel sur le partage de mots de passe. Sauf que je partage justement mon compte avec ma sœur, donc la « vis » dont ils parlent, je la sens passer.
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