Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
How Netflix Turned Gaming Into a Retention Engine
In this episode of Stock Picking with Fexingo, Lucas and Luna examine Netflix's surprising pivot into mobile gaming. As streaming competition intensifies, Netflix has quietly amassed over 100 million game downloads and is using titles like 'GTA: San Andreas' and 'Oxenfree' to reduce subscriber churn. Lucas breaks down the strategy, the economics of game licensing versus original development, and why this move could add $5 to $10 per share in intrinsic value by 2028. They also discuss how Disney and other media giants are watching Netflix's playbook. If…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.