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A deep look at why expanding into gaming is so important to Netflix, the competition it faces from games like Fortnite, and what its current strategy looks like

In 2018, I released the third entry in my “Netflix Misunderstandings” series: “Netflix Isn't Being Reckless, It's Just Playing a Game No One Else Dares.” Tweets: @modestproposal1 , @ballmatthew , @joannapopper , and @ballmatthew Tweets: Modest Proposal / @modestproposal1 : new @ballmatthew piece on Netflix and gaming and how they are adjusting to the axis of competition shifting from “where to watch” to “what to do” or said another way, the evolution of the “Streaming Wars” to the “Leisure Wars” https://www.matthewball.vc/... Matthew Ball / @ballmatthew : 2/ And the money chart h/t @AntennaData (unfortunately the Apple services blow out the Y-Axis and thus optically compresses Netflix's competitive outperformance) https://www.matthewball.vc/... https://twitter.com/... Joanna Popper / @joannapopper : “Leisure, in other words, defaulted to TV for decades. It no longer does. Every generation plays games more than the one that preceded it. Gen Y games more than X, Z more than Y, and A more than Z. Everyone born today is a gamer, which means there are 140MM new gamers every year” https://twitter.com/... Matthew Ball / @ballmatthew : [NEW] Netflix and Video Games — Why is gaming so important to Netflix (beyond the money)? Why now? What makes the category so uniquely hard for the streaming giant? Been asked this one a lot + for years. But now Netflix is ‘in’ and its plan taking shape https://www.matthewball.vc/...

MatthewBall.vc Matthew Ball