Playing Global Entertainment - Spotify, Netflix, Disney & more!
The global entertainment market is booming - and while we do have some quality music labels benefitting from the trend in India, a good chunk of these quality businesses are based on global markets.
Spotify - the global music streaming giant has hit its first profitable year in 2024, the same year it paid out more than $10bn in royalties to artists globally! It's business model perched precariously between global music label behemoths, global social media giants, and an ever demanding consumer.
Disney - the brand we all remember fondly for cartoons - has become an acquisition machine- successfully integrating the likes of Lucas Films, Pixar, Marvel, 21st Century Fox & Hulu to drive future growth. The business has battled everything from political correctness to a transition to D2C after a wave of cable cutting!
Netflix - the global video subscription platform how reaches 30cr+ users globally and is tweaking it's business model to include cheaper ad supported plans to crack emerging markets. It balances investing in content to maintain its stellar retention while managing investor focus on balance sheet strength and profitability!
In our three hour+ deepdive on Global entertainment, we cover all this and more! And you can join us live for just ₹499 next weekend: https://easebuzz.in/link/us-entertainment-industry-STDJI (Recording will be available for folks who sign up, but can't join live).