Subscriptions Grow – It would seem that everyone has Netflix global subscription numbers in their sights and sees fantastic opportunities for their unique, special service. They are sorta' right because there's plenty of room for growth in the subscription content industry. But as YouTube has increasingly shown, ad-supported (free) streaming is equally attractive to viewers--especially if they aren't overwhelmed by run-of-the-mill, boring ads.
Sharing Concern – Consumers don't mind sharing their personal information with services if it will result in getting better and more personalized content. And if they'reusing ad- supported channels, it would be a significant improvement if they only had to watch ads that were interesting to them.