$50 billion in market value. today s losses come after netflix announced its first loss of subscribers in more than 10 years, and now the company is considering some major changes. here s cbs carter evans. reporter: the latest netflix blockbuster drama is netflix itself. special agent john hartley. f.b.i. reporter: the streaming giant lost 200,000 subscribers last quarter when it was expecting to add 2.5 million. one problem? customers are sharing passwords and netflix estimates more than 100 million viewers are watching for free. they love the service. we just have to get paid, you know, some degree for them. throwin my at productionslikr stre7,se netflix stood out. today, it s buried in competition. this is your captain. reporter: 85% of u.s.