The economics of the streaming war remain somewhat mysterious to me. After all, Netflix generates some $30 billion in revenue and has more than 200 million subscribers worldwide, yet this is still considered a disappointment to some on Wall Street. As a result, the biggest streaming service in the world’s stock price has reverted to its pre-COVID level. At any other point in the history of filmmaking, Netflix would be seen for what it is: a massively powerful studio generating enormous amounts of revenue. But because it is not obviously going to be the only streamer standing at the end of this conflict, it’s still a disappointment.