my guess is it's some kind of pre-emptive move. there is still completed content from before the strike trickling out, so now is the time to pull the trigger.... before the perception of "there is nothing to watch" / stagnation becomes intolerable to a subscriber.... before people have finished their rewatch of some beloved series and scoured the catalog for everything worth a fuck.
as stupid as it is to do it now, it would be a major boner jam to do it in 90 or 180 days if the strike hasn't been resolved. doing it now gives them a little extra cash now to either make a play for a merger/back catalogue purchase or give a quick handy to the shareholders to cash out or re-organize from a position of strength.
my guess is it's some kind of pre-emptive move. there is still completed content from before the strike trickling out, so now is the time to pull the trigger.... before the perception of "there is nothing to watch" / stagnation becomes intolerable to a subscriber.... before people have finished their rewatch of some beloved series and scoured the catalog for everything worth a fuck.
as stupid as it is to do it now, it would be a major boner jam to do it in 90 or 180 days if the strike hasn't been resolved. doing it now gives them a little extra cash now to either make a play for a merger/back catalogue purchase or give a quick handy to the shareholders to cash out or re-organize from a position of strength.