Betsy Rella

News of Netflix’s Q1 and expected Q2 subscriber loss reverberated through the media world last month, prompting a flurry of speculation as to what this reversal of fortune forebodes for the rest of the TV landscape. Among the many implications discussed, one point of consensus quickly emerged: Subscription fatigue is real — and the fallout is ushering in a transition of power from subscription video-on-demand (SVOD) to advertising-based video-on-demand (AVOD) models.