I think you’re both right. The active boycotting part likely will blow over quickly for most. But it’s still an opportunity for a large group of subscribers, many of which are primarily subscribed due to FOMO, to reconsider the value of their subscription. Some segment of boycott participants will end up resubscribing. Some segment will remain unsubscribed and go without. Some other segment will remain unsubscribed and switch to piracy. Over the past 5 years since the service started, this kind of opportunity has only really happened around the annual price increase (e.g in Dec 2022, Oct 2023, Oct 2024).
I think it’s totally plausible that we would have seen another price increase next month, but won’t. It’d be too many reasons to unsubscribe, too close together. Even if they’re comfortable enough to increase in Dec instead of Oct, that’s still a hypothetical loss of 100s of millions in monthly revenue. That’s a significant win for the boycott.
I think you’re both right. The active boycotting part likely will blow over quickly for most. But it’s still an opportunity for a large group of subscribers, many of which are primarily subscribed due to FOMO, to reconsider the value of their subscription. Some segment of boycott participants will end up resubscribing. Some segment will remain unsubscribed and go without. Some other segment will remain unsubscribed and switch to piracy. Over the past 5 years since the service started, this kind of opportunity has only really happened around the annual price increase (e.g in Dec 2022, Oct 2023, Oct 2024).
I think it’s totally plausible that we would have seen another price increase next month, but won’t. It’d be too many reasons to unsubscribe, too close together. Even if they’re comfortable enough to increase in Dec instead of Oct, that’s still a hypothetical loss of 100s of millions in monthly revenue. That’s a significant win for the boycott.