Top wikifolio European Game Changers AnotherInvestor +3,6 % seit Beginn - 1 Jahr TOP WIKIFOLIO TRADE Kauf 23.09.2025 um 15:39 DT.TELEKOM AG NA DE0005557508 Kurs (EUR) 28,410 2,9 % Letzte Aktivität Stock and Gaming Investment approach for my "Stock and Gaming" wikifolio: The investment thesis is based on the following main aspects: Netflix has made business models/ideas/approaches that were considered unprofitable for a long time, produced little quality or simply didn't resonate with customers work. Netflix offers the gaming aspect multidirectionally. Netflix shows outstanding curation in its gaming offerings The way gaming is offered on Netflix shows clear strategic influences and matches the basic interaction and handling of the platform by users Netflix seems to be learning from failures in the gaming sector - especially from its own Based on these aspects I considere Netflix as a long-term investment for my "Stock and Gaming" wikifolio. For further explanations see below informations and thoughts. Explanations: [2] Netflix offers multidirectional gaming, because they offer a) Mobile games (Dead Cells, Civilisation, ...) b) Series based on well-known games / game franchises (Devil my Cry, Arcane, ...) c) Games for own series (Stranger Things, Outer Banks, ...) d) and series/films that thematise gaming content (Squit Game, Ready Player One, ...) In addition, the gaming aspect is also enriched ‘across the board’, as franchises or stories that have games or are often thematised within games are also played upon. An example of this would be ‘Blue Eye Samurai’, which deals with Japanese isolation - a common context in JRPGs in recent years. The curation [3] is also very high quality - on the one hand, established brands are often used that are not in the limelight at the time but have a fan base (Dota, Onimusha, DmC, Dragons Dogma). On the other hand, however, the company is always in tune with the times and expands or enriches existing universes/franchises with fresh, original content (Arcane, Cyberpunkt Edge Runners). In terms of cinematic content, Netflix has also broken the long-standing certainty of poor and unprofitable video game adaptations [1]. Many of the titles mentioned are produced at the highest level, both technically and in terms of content, and often dominate the internal top 10 lists after the release of a new season. The focus is almost exclusively on non-real film adaptations, probably a learning [5] from the Netflix AC film and interactive films such as ‘Bandersnatch’. It is also noteworthy that [4] the entire gaming aspect of Netflix appears to be compatible with the Group's strategy and that users can access all content as usual. No extra hardware is required, for example. The games on offer are mobile games or mobile versions so that a smartphone can still simply be used. All games can also be played on a smart TV. The latest smartphone processors are also increasingly geared towards mobile gaming, meaning that the smartphone can be both the main device and (only) an input device/controller or these functions will be significantly improved in the future. In addition, Netflix has already begun its vertical expansion in the gaming sector - the first studios have been established for development. At the same time, the licensing partner business is likely to be expanded - Assassin's Creed, Horizon and Splitter Cell are rumoured to be in the starting blocks. Finally, on a personal note, unlike some other global tech big players, I think Netflix in particular is ironically not trying to become the ‘Netflix of gaming’ Some of the points mentioned can also be found in the following article: https://www.forbes.at/artikel/netflix-gaming-strategie-der-langsame-weg-zum-erfolg-im-videospielmarkt
Stock and Gaming Investment approach for my "Stock and Gaming" wikifolio: The investment thesis is based on the following main aspects: Netflix has made business models/ideas/approaches that were considered unprofitable for a long time, produced little quality or simply didn't resonate with customers work. Netflix offers the gaming aspect multidirectionally. Netflix shows outstanding curation in its gaming offerings The way gaming is offered on Netflix shows clear strategic influences and matches the basic interaction and handling of the platform by users Netflix seems to be learning from failures in the gaming sector - especially from its own Based on these aspects I considere Netflix as a long-term investment for my "Stock and Gaming" wikifolio. For further explanations see below informations and thoughts. Explanations: [2] Netflix offers multidirectional gaming, because they offer a) Mobile games (Dead Cells, Civilisation, ...) b) Series based on well-known games / game franchises (Devil my Cry, Arcane, ...) c) Games for own series (Stranger Things, Outer Banks, ...) d) and series/films that thematise gaming content (Squit Game, Ready Player One, ...) In addition, the gaming aspect is also enriched ‘across the board’, as franchises or stories that have games or are often thematised within games are also played upon. An example of this would be ‘Blue Eye Samurai’, which deals with Japanese isolation - a common context in JRPGs in recent years. The curation [3] is also very high quality - on the one hand, established brands are often used that are not in the limelight at the time but have a fan base (Dota, Onimusha, DmC, Dragons Dogma). On the other hand, however, the company is always in tune with the times and expands or enriches existing universes/franchises with fresh, original content (Arcane, Cyberpunkt Edge Runners). In terms of cinematic content, Netflix has also broken the long-standing certainty of poor and unprofitable video game adaptations [1]. Many of the titles mentioned are produced at the highest level, both technically and in terms of content, and often dominate the internal top 10 lists after the release of a new season. The focus is almost exclusively on non-real film adaptations, probably a learning [5] from the Netflix AC film and interactive films such as ‘Bandersnatch’. It is also noteworthy that [4] the entire gaming aspect of Netflix appears to be compatible with the Group's strategy and that users can access all content as usual. No extra hardware is required, for example. The games on offer are mobile games or mobile versions so that a smartphone can still simply be used. All games can also be played on a smart TV. The latest smartphone processors are also increasingly geared towards mobile gaming, meaning that the smartphone can be both the main device and (only) an input device/controller or these functions will be significantly improved in the future. In addition, Netflix has already begun its vertical expansion in the gaming sector - the first studios have been established for development. At the same time, the licensing partner business is likely to be expanded - Assassin's Creed, Horizon and Splitter Cell are rumoured to be in the starting blocks. Finally, on a personal note, unlike some other global tech big players, I think Netflix in particular is ironically not trying to become the ‘Netflix of gaming’ Some of the points mentioned can also be found in the following article: https://www.forbes.at/artikel/netflix-gaming-strategie-der-langsame-weg-zum-erfolg-im-videospielmarkt