“Hi. My name’s Bill, and I am a Netflix addict..” The streaming wars may be heading in a completely new direction as brilliant disruptive programming demonstrates the potential value of “Content” not just on TV, but for the Metaverse also. I think I just glimpsed the future – and for some it’s going to work.
Disney has just posted some great results on subscription growth, begging questions what it means for Netflix. Will the sector’s founder survive the current attritional Streaming Wars? And what’s it really worth?