Part 2 on entertainment & gaming industries. Part 1 here.
Netflix is flattening out. HBO and Hulu are slowing down. Disney+ is killing it with hockey stick growth.
Disney’s success in the last 15 years came from superb acquisitions: Pixar, LucasFilm, and Marvel.
Long history, complex business, lots of moving parts. But all circles back to intellectual property and creativity.
All top 10 shows on Netflix gathered more than 500M total watch hours 28 days after release.
Profitability at Netflix is not too shabby with 41% gross and 18% net. But for the stock to work, it needs to reignite user growth.
Nintendo is the Disney in the world of gaming regarding intellectual property. It scores 6 out of 12 top best-selling video games of all time.
A truly global fan base, and impressive profitability. 56% gross, 35% operating, and 28% net in 2021.
2 smaller players but also have some solid IPs. Electronic Arts is the best of the middle grid. Most popular game is Tetris, which is #3 on the best-selling video games list.
Take 2 is also a decent contender. Grand Theft Auto V (GTA V), under the brand name Rockstar Games, is #2 of the best-selling games of all time.
That’s all for this Friday. Have a great weekend!
Truman 🙌
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