Subscription gaming has yet to hit critical mass – but it could be one of gaming's next big disruptors. Take a deep dive into Netflix's approach to games and advertising. Plus, get a breakdown of the growth strategies used by today's biggest gaming companies.
TAKEAWAYS
- Netflix is taking a conservative approach to gaming, focusing on high-ROI opportunities.
- The adoption of gaming on streaming platforms has been slow due to differences in intent.
- Netflix is doubling down on becoming an ad network and growing their ads business.
- The expansion into gaming and ads presents expansion opportunities for Netflix.
- Netflix has the potential to enter the ads space by leveraging their personalization and data.
- EA's slow, steady growth strategy revolves around live services and their sports franchises.
- Microsoft's acquisition of Activision-Blizzard indicates a strategic expansion to reach gamers.
- Microsoft's shift to a content-focused strategy reflects changing games industry dynamics.
- Subscription services like Game Pass offer a way to expand distribution and monetization.
CHAPTERS
00:00 – Opening remarks and introduction
04:15 – Netflix and subscription-based gaming
11:02 – Netflix: Advertising king in the making?
17:25 – Electronic Arts’ steady growth strategy
21:02 – Microsoft’s new content-first growth strategy
30:59 – Closing remarks and sponsor message
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