Part #2 of Netflix world: Chopping up Mickey Mouse 🪤

All the trends and dynamics that will ultimately chop Mickey Mouse up.

Part #2 of Netflix world: Chopping up Mickey Mouse 🪤

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Relevant Reading:

In May of 2022, I sent out a Netflix-focused research piece entitled “Content is King, but Distribution is God.” After Netflix returned 100% since I wrote it, I removed the paywall for everyone to read.

NETFLIX: Content is King but distribution is God.
Netflix was founded by Reed Hastings (“Reed”) and Marc Randolph in 1998. They started as a DVD-by-Mail service, later pivoting to a subscription model. By 2000 Netflix was suffering losses forcing the founders to sell. They chased the CEO of Blockbuster, the biggest video rental chain at the time, for a meeting.

On September 16th (last month) I sent out Part #1 of This is a Netflix World, a multi-part series on the media industry and ecosystem.

This is a Netflix world, and we are all living in it. Part #1
Don’t just stare - SHARE! 🦉 I see you there just lurking and not sharing… 😤 The Philoinvestor referral program has been launched. Start referring your friends and get complimentary subscriptions now. See what others had to say about Philoinvestor here

This is a Netflix World, Part #2

Starting from where we left off in Part #1…