Tag: gaming

Kirby examines why Jackbox is almost tailor-made for Netflix’s gaming strategy, pairing a proven party-game catalog with the phone-as-controller, TV-first experience Netflix wants. But Netflix’s retreat from studio ownership makes licensing the cleaner play, while Jackbox’s growing direct-to-TV business gives…

Skip explains how Disney can use Disney+ to drive more value across parks, cruises, merchandise, games, and ESPN without turning the app into a storefront for the entire company. The bigger opportunity is “one fan, one account,” using shared customer…

Netflix turned a six-hour exclusive window for Grand Theft Auto VI: An Extended Look into its most-watched English-language movie of the week, generating 31.1 million views. The launch shows Netflix can turn major third-party product reveals into high-demand programming without…

Skip argues streaming services shouldn't chase daily usage unless extra sessions improve retention, ad revenue, or willingness to pay. The better metric is how long a service can go between meaningful moments of value before churn risk rises.

Jackbox is testing a cloud-streamed smart TV service that turns its party-game catalog into an always-available living-room product, with free ad-supported games and a broader subscription offering planned. The model gives Jackbox recurring revenue opportunities across advertising and subscriptions, creates…

Netflix is shutting down Night School Studio and Moonloot Games as it pulls back from owning game development and leans harder on outside studios, licensing and cloud-delivered TV games. The strategy gives Netflix a lower-cost way to keep gaming inside…

Netflix is turning GTA 6 demand into subscriber inventory with a six-hour exclusive window for Rockstar’s August 27 presentation. Netflix gets appointment viewing, ad inventory and audience data around one of gaming’s biggest launches without funding the game or owning…

Microsoft is restructuring Xbox to improve profitability, cutting roles, reducing management layers, and moving several studios out of its portfolio as the gaming division shifts from expansion to efficiency. Xbox’s lower margins, rising capital competition from AI, and pressure to…

Sony PlayStation's decision to stop producing physical discs for new games after January 2028 pushes premium gaming deeper into the same digital-first economics that reshaped film, TV, and music. The shift gives Sony tighter control over PlayStation Store commerce, pricing,…

Instagram’s TV push shows how media competition is shifting from format wars to attention wars. The winners in the Everything Era won’t defend TV, social, streaming, or gaming as separate lanes, they’ll use each format to build discovery, habit, engagement,…