u/GroundbreakingSir386

Netflix isn’t trying to become the next game pass overnight. Instead, it’s making the Netflix subscription more valuable by adding another entertainment category games, unlike Apple arcade, Netflix games are being managed as a strategic engagement lever tied to franchises and retention adding longevity to the franchise and creating more valuable IP over the long term. Spotify did a very similar thing adding audiobooks and podcasts becoming more competitive for listening hours over other music apps like Amazon Music, Apple Music, Pandora, etc.

I’ve personally seen the value of this with my own kids. They already play some of the Netflix kids games on mobile IPad, and the cloud games on TV are great. Just playing mini-golf themed Stranger things together as a family last night was better than expected experience and I can see the future potential with gaming for Netflix after never really understanding it.
I recommend trying for yourself. Mobile app games are also decent Netflix using current IP like WWE was pretty fun. You can play as any player in the WWE franchise, including Logan Paul or Hulk Hogan etc.

My household isn’t hardcore gamers but as someone who is invested in Netflix stock If games make the subscription more entertaining, A successful game can become an IP expander, Netflix shows can receive games, and games can bring people deeper into Netflix’s ecosystem. Netflix’s leadership has been explicit that gaming is now organized around 4 priorities, Children content, narrative/story games, party and puzzle games, and mainstream established franchises. Kids-specific engagement has exploded already engagement was up 600% year over year only making it harder to cancel for consumers. The strategy is retention and engagement to Netflix so every hour spent gaming instead of churning to a competitor is pure retention value with no extra content-licensing spend.

Netflix Games have 120+ titles, zero micro transactions included free with any subscription tier. Netflix also won’t raise prices just because they are adding games it’s a pure play creation of additional value to Netflix subscribers as of of the original 2021 rationale for entering gaming.
This Reduces “between-seasons” churn. Games give subscribers a reason to keep the app open when there’s no new season of their show to watch.

Apple Arcade requires an Apple device.

Netflix Games doesn’t care what hardware you
own android or Apple.

If Netflix can keep adding meaningful entertainment to the subscription while competitors mostly compete on movies and TV, like Spotify expansion i mentioned earlier the value of Netflix as a subscription becomes increasingly better long after they’ve watched a hit show/Movie and is more competitive to other SVODS competing for the same hours.

Winter approaching
People will be trapped indoors this winter looking for something to watch. Meanwhile, Netflix has my boy Bill Ackman coming back into the stock.

Subscription growth
Netflix will report its year end subscriber count with its Q4 earnings.
If Netflix 10 yr averaged 26M subscribers per year, that would put them at approximately 351M subscribers: 325M + 26M = 351M.
Netflix subscribers worldwide would be higher than the entire U.S. population of 342M alone. That will be a huge catalyst for the stock.

Netflix + GTA 6
Netflix’s partnership with GTA 6 could become an interesting subscriber-acquisition catalyst heading into year-end.
Netflix recently disclosed that 6 of its 10 biggest new-member signup days over the past five years were tied to live events. Now, Netflix has secured a six-hour exclusive window for GTA 6 on aug 27. GTA 6 It is arguably the most anticipated video game release in the world, and GTA V was globally a huge success, having millions of fans. People will want to see this footage immediately.
The important part is that Netflix gets the first viewing window. The extended look will eventually be released for free on Rockstar’s YouTube channel and website, but viewers outside Netflix have to wait six hours.

NETFLIX will also block the display of GTA 6, on third-party platforms such as Twitch and YouTube, their blocks are strict up to the deletion of the channel.

If even a small percentage of GTA fans decide that seeing the footage six hours earlier is worth a $8 Netflix subscription, Netflix could add a meaningful number of new members.
With GTA 6 itself launching in November, this could also generate another wave of attention during Q4.
I don’t think GTA 6 alone will determine Netflix’s subscriber numbers, but it’s another potential catalyst that could help Netflix exceed expectations heading into year-end.

I believe Netflix will be heading into 2027 stronger than ever and investor sentiment will change.

Marines was an excellent documentary. It provided a more personal understanding of what Marines experience on a daily basis. The future of warfare and the anticipation of war with China.

Wednesday Adam’s. I never understood the hype. It looked boring to me till I realized it’s a remake of the Adam’s family, just focusing on the daughter. This show was amazing, and I can’t wait for the season coming out in 2027.

Texas Roadhouse and Cheesecake Factory appear to be the best restaurant chains to own.

Hopefully this time he doesn’t buy high sell low.