March 18, 2025
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Netflix is About to Change Gaming Forever

marketamerica.market501 mins



Netflix is building AAA games and it’s a lot further than you think. ENJOYED THE VIDEO? WATCH THESE NEXT How to …

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50 thoughts on “Netflix is About to Change Gaming Forever”

  7. For some reason you forgot Geforce Now, how much energy gaming servers need (much more than netlix data servers) and the lack of exclusive games like god of war, horizon, halo, forza horizon, etc..

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  9. Netflix ban all European galaxy S series phones from having the gta definitive editions, apart from the new s24 ultra, because they're greedy bastards, and Samsung gives the S series phones their inferior exynos chipset, rather than the Snapdragon chipset that the US, Japan and Korea get. I cancelled my subscription in disgust, and I'm boycotting Samsung over this. They can both kiss my entire a$$.

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  13. I have concerns over the size of the investment that Netflix could really make long-term into AAA gaming without a genuine success. They are a company with a huge amount of debt. They have decent revenues, yes, which are climbing, but I still don't see the play into AAA.

    Mobile gaming is probably the best place for them to be. The investment is smaller, and the profit margins are bigger. Look at AAA gaming now, it's not in a great state, and they are many more games that fail to meet expectations than games that are runaway successes. I don't see how they can just invest forever without their shareholder's losing patience.

    In addition, I think that Sony, Nintendo, and Microsoft will be fine. They've all diversified their revenue streams with multiple products out there beyond gaming.

    Microsoft has taken steps too to move away from exclusivity in a bid to increase their customer base drastically. They'll be fine but will lose what made them so great to begin with.

    Nintendo are fine. They are probably about to release a new console. Their game budgets are much, much lower than Sony's, and they never sell hardware at a loss. They have theme parks, movies, merchandise, and Pokemon. The Switch will also go down as probably the best-selling console of all time.

    Sony may not have a great slate of first-party games coming up, but they are fine too, they recently came out saying that the PS5 is the most profitable console for them ever. The margins are the best they've ever been, and they've made more money already than they had on any of their previous consoles. They also have movies and consumer electronics within the Group.

    None of these companies are going anywhere.

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  18. I think you missed a fairly important point in your analysis. The way I see it the main competitor for Netflix gaming is not MS or Sony, but Steam/Valve, who have way more data (relevant to gaming) than Netflix does. I also highly doubt Netflix would release a tabletop console, it would be much more logical (considering the nature of their streaming platform and the idea of 'cloud gaming') to release a handheld and games for the PC platform, consequently the main competitors for any Netflix console are going to be Switch and Steamdeck, who both have a big head start.
    With Steam having a much larger customer base in the gaming community (130M monthly active, all gaming), it's going to be a rough uphill battle for them, rather than the easy-peasy landslide you seem to predict. Finally, Netflix are not a gaming company, and they're publicly traded, which means they're probably going to make all the same live service mistakes that MS and Sony have bumped their head against for years, unlike Valve/Steam who actually know their customer base and share their passion for the medium.

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  27. Awesome video and great points all around! You're absolutely right that they have a lotta strengths and they got the hunger.

    Another strength, Netflix also owns it's fair share of IPs. I'd love to play a Zack Snyder styled Rebel Moon or an Army of the Dead game. How about the live action animes they've been releasing like Cowboy Bebop or One Piece? Not so sure they own these really… Maybe it's just a deal they have to make games.

    Regardless, the idea that they could successfully tie together a game + TV show or game + movie seems like a strong card up the their sleeve.

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  30. Netflix won't make a console and I'd be willing to stake a lot of money on this. True, Cloud Gaming is currently an absolute nightmare, but the same was true for streaming video when Netflix started (but their vision was always streaming, not DVDs in the mail). If you looking Clayton Christensen's theory on Disruptive Innovation (see: The Innovator's Dilemma), you'll notice that when technologies seem underpowered, unlikeable, inconvenient, and unapproachable, it just means they're early, not that the concept is bad. It will just take time and Netflix knows this as they've already been there before.

    Consoles are a dying concept overall. As poorly as Xbox is doing, Microsoft knows this as well; they just might have gone too hard on it too soon. There'll will probably be another generation of consoles, perhaps one after that, but in the next ten years we'll see the death of the game console.

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