Subscription gaming has yet to hit critical mass – but it could be one of gaming's next big disruptors. Take a deep dive into Netflix's approach to games and advertising. Plus, get a breakdown of the growth strategies used by today's biggest gaming companies.

TAKEAWAYS

• Netflix is taking a conservative approach to gaming, focusing on high-ROI opportunities.
• The adoption of gaming on streaming platforms has been slow due to differences in intent.
• Netflix is doubling down on becoming an ad network and growing their ads business.
• The expansion into gaming and ads presents expansion opportunities for Netflix.
• Netflix has the potential to enter the ads space by leveraging their personalization and data.
• EA's slow, steady growth strategy revolves around live services and their sports franchises.
• Microsoft's acquisition of Activision-Blizzard indicates a strategic expansion to reach gamers.
• Microsoft's shift to a content-focused strategy reflects changing games industry dynamics.
• Subscription services like Game Pass offer a way to expand distribution and monetization.

CHAPTERS

00:00 – Opening remarks and introduction

04:15 – Netflix and subscription-based gaming

11:02 – Netflix: Advertising king in the making?

17:25 – Electronic Arts’ steady growth strategy

21:02 – Microsoft’s new content-first growth strategy

30:59 – Closing remarks and sponsor message