Netflix House

The snake came in the boot is missing; even worse it appears to be around Disney’s neck.

What I mean to say is that the last five years have been a little bit of ‘Disney magic’ for Netflix. They are now worth double, by market cap, than Disney and seem to continue to find ways to differentiate themselves or iterate on their success. For example, they are moving into IP based experience based real estate!

 I had a great time last  weekend going to one of two new Netflix House locations and I was really impressed.

If connecting with your audience is the key to success in any business, then Netflix is locked and loaded for the foreseeable future! Consumers are increasingly turned off by rote remakes, prequels, sequels, etc. Would you rather watch KPOP Demon Hunter’s or Moana 3? With that in mind, it is no surprise that it Netflix is able to find massive success rolling out new original shows or movies.

The soon-to-be acquisition of Warner Brothers has lead advocates to call out the company on anti-trust concerns. In my estimation, they are probably correct, but that doesn’t seem to matter in an economy chasing all time market highs and that has had a dearth of M&A.

So, what does that mean for the future?

Netflix is going to continue to monetize more content, open more locations with interactive theming, and focus on its ability to create hits and reach the masses. What’s better? They can do it without the bloat of massive capital investments that your traditional theme park requires.