> Netflix+Hotstar just can't compete when a Jio, Amazon Prime, and regional OTT (Aha, Hoichoi, Koode) bundle comes out to around the same price as a Netflix India membership and gives much more content.
I have a feeling that in few years instead of doing what others are doing better Netflix may drastically cut down Indian division and just keep their exclusive shows/ movies with high price and low market share.
Netflix needs India (and ASEAN) as those are their only growth markets left, but they entered both markets way too late and failed to build the right partnerships.
> Netflix may drastically cut down Indian division
It's already extremely barebones.
Netflix India originals are just Netflix branding on previously produced content by the production companies I mentioned earlier.
It's the same with Netflix Anime (I think it's rebranded Tokyo MX and TV Asahi content) and Netflix KDramas (JTBC - who also has a stake in TV Asahi and Tokyo MX - and CJ Group).
I have a feeling that in few years instead of doing what others are doing better Netflix may drastically cut down Indian division and just keep their exclusive shows/ movies with high price and low market share.