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This is a standalone audio version of the article: Netflix Games: Entertainment’s Next Frontier.
Highlights and wild predictions:
Netflix has a long history of innovation, alongside understanding the market and don’t play too radical before the time is right. It’s not obvious, but this is how they built an empire.
Current state of Netflix games strategy is basically burning money and also trash the ashes to the toilet. (saying that, if you’re a gamer you should take a look what you can grab for free)
Getting top talents from the game industry and give them everything they want/need doesn’t guarantee the outcome align with the business strategy (you need to have one first, though).
Netflix games' future will be in streaming (aka. Cloud gaming) to your TV and laptop.
Netflix will stop acquiring small boutique mobile studios, but should consider buying companies Ubisoft or Quantic Dreams for its content, great IP, and experience in game development. (similar to Microsoft’s moves of acquiring Bethesda and Activision-Blizzard).
Netflix should also acquire infrastructure companies such as Utomik and Blucknut.
Mobile games strategy will become more focused, using simple game mechanics (narrative based games, social life simulations), will remain free, and their goal will remain as a companion to the existing Netflix tv shows brands.
From the article:
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