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business · 2024 to 2026
After years of losses in a subscriber land grab, streamers drifted into a quieter, more profitable peace by reading each other's public moves. The catch: tacit coordination is legal, explicit collusion is a crime.
Facts verified as of June 2026.
The growth phase was expensive. Disney's direct-to-consumer streaming business absorbed an estimated 11 billion dollars in operating losses since Disney+ launched in 2019, before turning a profit [VERIFIED]. In its fiscal third quarter of 2024, Disney's combined streaming business swung to operating income of 47 million dollars, its first profit, from a loss of 512 million dollars a year earlier [VERIFIED].
Then the industry's public moves shifted toward profit. Netflix's US password-sharing crackdown, rolled out in 2023, helped it add more than 9 million subscribers in the first quarter of 2024 [VERIFIED]. Rivals watched the crackdown succeed and had cover to tighten their own terms.