Wait until Disney+ enters the race.
To be honest, Netflix is starting to look like the loser here. After they cancelled Santa Clarita Diet (which was awesome), an article went up listing all of the original shows they had cancelled in the last 18 months with no conclusions and there were over a dozen. According to data tracking, they were all reasonably well watched but Netflix cancelled them for financial reasons - meanwhile they spend millions letting Adam Sandler make movies and holding on to the rights of Friends.
If I have to axe one, it'll probably be Netflix.
As far as I'm aware Netflix and other services like CBS All Access don't release viewer demographics, so where is the tracking data coming from? Of course these shows are going to be cancelled for financial reasons. If the cost of producing the shows outweighs the financial return from the subscribers they pull in then they're not going to last long.
What does Friends have to with anything? It's one of the most popular shows of all time. I wouldn't be surprised if it's also one of the most watched television shows on Netflix. Remember that streaming services don't just compete with FTA television which predominately airs first-run content, they're also replacing the rental/owned DVD market.
Disney+ is just going to accelerate the collapse of the streaming market which is shaping up to be the next dot com bubble. This is going to result in the domination of the market by larger companies like Disney, Apple and Amazon and they'll likely all run at losses until that happens and a sustainable financial model is found. At that point expect prices to be jacked up and the content commissioned by those services to be dramatically reduced.
What will the sustainable financial model be based on? Advertising mid-show.