Netflix games strategy - Costly dead-end or bold diversification?
Netflix now describes video games as one of its three core media offerings alongside movies and TV series and has ambitions to be a games market leader. That’s a pretty bold statement from the streaming giant that’s changed film and TV forever but is still only a minnow in games. Does it have the potential to succeed, or will it follow so many other major media/tech companies whose hubris and strategic misjudgements led them into expensive videogame car crashes?
Our analysts, veterans of advising big media companies about games strategy over 27 years, take a deep dive into Netflix’s approach, challenges and prospects. Note: this is not equity research.
Table of Contents
Video Games - A New Hope?
Limited Success in Phase 1
Netflix’s new mobile games ambitions
4 problems
Netflix’s second strategic line of attack
Could Netflix withdraw from games completely?
Length: 5,318 words
Netflix now describes video games as one of its three core media offerings alongside movies and TV series and has ambitions to be a games market leader. That’s a pretty bold statement from the streaming giant that’s changed film and TV forever but is still only a minnow in games. Does it have the potential to succeed, or will it follow so many other major media/tech companies whose hubris and strategic misjudgements led them into expensive videogame car crashes?
Our analysts, veterans of advising big media companies about games strategy over 27 years, take a deep dive into Netflix’s approach, challenges and prospects. Note: this is not equity research.
Table of Contents
Video Games - A New Hope?
Limited Success in Phase 1
Netflix’s new mobile games ambitions
4 problems
Netflix’s second strategic line of attack
Could Netflix withdraw from games completely?
Length: 5,318 words
Netflix now describes video games as one of its three core media offerings alongside movies and TV series and has ambitions to be a games market leader. That’s a pretty bold statement from the streaming giant that’s changed film and TV forever but is still only a minnow in games. Does it have the potential to succeed, or will it follow so many other major media/tech companies whose hubris and strategic misjudgements led them into expensive videogame car crashes?
Our analysts, veterans of advising big media companies about games strategy over 27 years, take a deep dive into Netflix’s approach, challenges and prospects. Note: this is not equity research.
Table of Contents
Video Games - A New Hope?
Limited Success in Phase 1
Netflix’s new mobile games ambitions
4 problems
Netflix’s second strategic line of attack
Could Netflix withdraw from games completely?
Length: 5,318 words
Words: 5,300
Format: PDF