Netflix is at the point where adding customers and wowing people with the latest shiny is secondary to controlling costs and being profitable. Contrast that to some newcomer who is desperate to do anything that will get free publicity and attention. On top of that, Apple is their rival anyway.
Certainly not enough to be able to reasonably expect to generate positive ROI on the price of developing and maintaining an app for it.
I recently got into the habit of sitting in the front row at college basketball games so I was really excited to try the court side pano video from NBA games on Xtadium which unfortunately doesn’t quite work on 20 Mbps DSL.
That's a great tradeoff when you're first trying to build a market for a new innovation. But I doubt Netflix even particularly wants that kind of customer anymore - at least not enough to actively chase after them. They want stable, reliable ARR, and for an incumbent like them that means slower-moving consumers who will subscribe and then just keep their subscription and watch whatever happens to be on Netflix simply because it's on Netflix and they already have Netflix and inertia.
Netflix won the streaming war [1]. Their competitors need to control costs to become profitable. They don't [2].
[1] https://www.reuters.com/technology/netflix-soars-earnings-hi...
[2] https://www.macrotrends.net/stocks/charts/NFLX/netflix/profi...
Netflix had a hilariously dominant market position, with a subscription to them being basically a no-brainer. As media companies have developed their own streaming platforms, Netflix has been losing quite a lot of content. Previously a Netflix subscription would give the user access to pretty much anything they wanted to watch, now Netflix only provides a small fraction. Sure, Netflix might still be the largest streaming platform, but that's not saying much anymore.
The real war is going to be retaining their user base over the coming years, as more and more people realize that getting access to the content they want means paying >$100 / month for half a dozen different streaming services. People ditched cable television for streaming because cable provided shitty content at high prices. Now streaming is rapidly becoming the same.
Competition will never be over. But the chapter that began with ZIRP and ended with Covid has concluded. Netflix won that.
> real war is going to be retaining their user base over the coming years
What characterised the "war" was the massive infusion of capital into a set of competitors who could not collectively survive without a massive burst in consumer spending on content. That burst did initially start to happen. But then it stalled. Consolidation ensued, with those who couldn't make money being shaken out. Those who are profitable, now, are on the winning side. Among them, Netflix is king.
Now they may not hold the users they conquered. But that doesn’t make the win nonexistent. It may just be a Pyrrhic victory.
They have the most customers and are making the most money! The Allies won WWII, that didn’t mean they were henceforth infallible.
Sorry what? Are they watching the same Netflix?
Apparently, based on the viewership numbers.
I don’t watch much TV. Much less Netflix. But I also don’t watch cable news nor live sports; that doesn’t mean they aren’t supremely popular.
This is 100% a spite move. They could have let their iPad app run on the Vision Pro but instead disabled it.