Latest / Business Strategy Talks with Fexingo: Competitive Advantage, Market Positioning, and Growth Planning
How Netflix Built a Moat in Original Content
In this episode of Business Strategy Talks, Lucas and Luna explore how Netflix built a durable competitive advantage through original content. They trace the shift from licensing to producing, focusing on two specific data points: the $17 billion content budget in 2026 and the 700+ original series and films released annually. The hosts discuss how Netflix's data-driven greenlighting process creates hits at scale, why the company's recommendation algorithm is a flywheel for engagement, and whether rivals like Disney+ can replicate the model. They also examine the risks of debt-fueled…
The skinny
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