This seems to be a mix of:
Fragmented Ecosystems and the Resurgence of Unlicensed Streaming While streaming initially reduced piracy, the "splintering" of services—requiring users to maintain multiple accounts across different platforms—has led to a documented resurgence in piracy. You could write a paper on how the financial burden and lack of content "centralization" in legal markets are driving younger demographics back to illicit platforms. 4. Unlicensed Data as a Market Signal
are shared, studios can identify "unmet demand" in regions where legal distribution is currently unavailable.