Netflix: Worth $150B+ BUT Losing Disney! – A Case Study for Entrepreneurs



Netflix, Inc., the legendary international OTT – over-the-top – media services provider, headquartered in Los Gatos, California has enjoyed an incredible 10-year run culminating in a valuation of over $150 billion. But there is trouble on the horizon: industry consolidation, cable wars, satellite losing subscribers, and Disney threatening to pull all of its content in 2019. What will happen to Netflix? The Biz Doc dives in!

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About Tom Ellsworth: THOMAS N. ELLSWORTH, is an experienced CEO / COO and veteran entrepreneur. He has been disrupting industries and driving consumer shifts through Venture-backed companies in technology, software development, publishing and mobile that have generated exits totaling over $1B.

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25 Comments on “Netflix: Worth $150B+ BUT Losing Disney! – A Case Study for Entrepreneurs”

  1. Netflix will get acquired by a larger rival at some point. It's not a question of if but when. Once the full effect of Disney withdrawing and their new streaming service is online, the market will react appropriately. I wouldn't be surprised if Comcast (assuming Disney's bid for Fox wins the day) bought them.

  2. 4:26 why are you showing the chick from House Of Cards instead of the real superstar, Kevin Spacey? This #metoo movement was ok for the real cases but it is polluting this society. It's a small detail, but I can see why are you doing this (female audience perhaps). I find it absurd though because Kevin Spacey was and is the first and only reason to watch the movie… It's an annoying detail but suddenly men actors are all rapists and women are angels, and so we show a mediocre female actor instead of Kevin Spacey, who's got a messy sex life (but really, tell me your sexual thoughts, I will tell you mine and we are all going to jail).

    It's not fair to show second rate actors from shows just to keep the fempowerment #theytoo movement happy…

    It's your choice of course.

  3. Besides the small detail that annoyed me(and commented below), this was another excellent review on a growing company and I'm glad that you keep doing this. It's a real entrepreneurs school, and if I was a parent I would show this to my children. It's top notch.

  4. So that means Marvel too?! If that happens Netflix could be hurt. However, I don't think it will be that significant and Disney will be "in addition to" instead of "an instead of"…

  5. Can you sir do a case study on the digital revolution started by the iphone which now includes google with its android. Even google could not have becomes as big had it not been for the iphone revolution. We r witnessing a second most powerful human race changing times since the industrial revolution. How many industries and jobs have changed and will change? How would it affect the social behaviour of human beings.. which industries are set for massive changes and job requirement changes? How do we embrace the future and how do we hone our skills for the same?

  6. Disney is king of bombs. Most of what they create is a bomb. They make dumb content and are living off of things like the Lion King and productions of Disney from another time. Between that and the work scandals and mistreatment of employees, etc, I just don't see Disney putting up any kind of fight against Netflix, of which actually makes incredible content of which people watch and talk about.

  7. Just to add another perspective, in India till 1 year back streaming services were not big due to limited underlying infrastructure and lack of regional content. However during the last one year building on top of recent major upgrade in Internet services both Netflix and it's competitor in India Amazon Prime have gone super heavy on Indian original content creation and marketing. Since start of 2018 they are everywhere and with recent release of Netflix's first Indian original series which is a major hit it seems Netflix is about to seriously rack up its subscriber numbers in India, a massive potential consumer base ready to be bough on board and a market that is at the very beginning of the whole concept of streaming services

  8. disney content is garbage in 2018… solo, please. doesnt matter, netflix will crush mickey the rat

  9. Great case study! I think the next challenge for Netflix (competition) will be Youtube Red and Amazon Prime … But like we say content is king, whoever gets hold of more interesting content and provides at affordable rates around the world, will always win the streaming game!

  10. Dear Disney, should you see this, keep this in mind as it relates to streaming services. People don't like paying for a service that's supposed to be all inclusive only to be told that content is not available because of region restrictions. So you're living in the states and have access to the content, but you have a contract in the Caribbean for a few months or a year. Now you can't watch something you were watching back home. So, what really is the purpose of your service? In other words Disney, this is a weak point for Netflix, avoid that.

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