In every war, there’s a winner and a loser. And the streaming wars are no different.
There are over 200 streaming services available to consumers this year, and it’s impossible for every single one of them to make it big.
Of course, the ones leading the charge – streaming service veterans like Netflix, Disney, and Amazon – are having banner years. For example…
All in all, it’s a great year to be a streaming service. But that trajectory can’t last forever.
At some point, the bubble has to pop – and someone has to win.
To do that, these companies will need to dig deeper. Any media giant will be hard pressed to declare streaming war victory without something so unique that every single consumer will want to buy in immediately.
Companies are already trying hard to do just that. Netflix plans to spend $17 billion on content this year. Spotify has spent almost $1 billion on podcasting acquisition and production. Disney plans to create 100 original series and films per year across Disney+, Hulu, and ESPN.
But these efforts aren’t going to cut it on their own. There’s a key element missing – one genre of streaming content that hasn’t made it to the digital world yet.
We’re talking about the classic family game night – TV game shows, board games, and family activities that are seeing a massive surge in sales. Board games sales alone hit $15 billion in 2020 and are expected to hit $21 billion by just 2025.
The first space to integrate them into their own platform will break ahead of the pack for good.
And rather than going head to head with one another, or even spending the money to develop the technology themselves, these companies should (and likely will) consider tapping into the startup world to make it happen.
Right now, there’s only one company in existence that can bring interactive, on-demand game streaming directly to these platforms. It’s a tiny startup worth only $40 million right now, but it could be the perfect secret weapon for any company looking to get a solid leg up against the streaming war competition.
They’ve created a genre of streaming content that no other platform currently offers – and they’ve locked it down with enough licensing deals and patents to stay in the game for the long run.
Any household name would be absolutely crazy not to want this startup in their corner.
In fact, our calculations project that an acquisition by say, Netflix or Amazon, could create a $6 billion deal that would turn just $1,000 into $149,000 once the deal lands. And without an acquisition, this team is still shooting for unicorn status – a $1 billion valuation – in just the next five years.
Right now, you can’t find this raise by searching for it on Google or any of the popular crowdfunding sites. That means if you choose to get in, you’re among the very first people with access to the offering.
Daymond John sat down with this startup’s founder – and special primetime TV guest – to learn all about it. Catch his meeting replay here for all the details you need.
Have a great weekend, and we’ll be back soon with another update.
Until next time,
The Research Team
There are over 200 streaming services available to consumers this year, and it’s impossible for every single one of them to make it big.
Of course, the ones leading the charge – streaming service veterans like Netflix, Disney, and Amazon – are having banner years. For example…
- HBO Max added 2.8 million subscribers in the second quarter, for a grand total of 47 million…
- Disney+ is already on track to hit 260 million subscribers worldwide by just 2024…
- Spotify launched “Greenroom,” a rival to live audio app Clubhouse, in June…
- And Netflix announced plans to expand into the gaming industry by 2022. Yesterday, its stock had its largest gain in seven months.
All in all, it’s a great year to be a streaming service. But that trajectory can’t last forever.
At some point, the bubble has to pop – and someone has to win.
To do that, these companies will need to dig deeper. Any media giant will be hard pressed to declare streaming war victory without something so unique that every single consumer will want to buy in immediately.
Companies are already trying hard to do just that. Netflix plans to spend $17 billion on content this year. Spotify has spent almost $1 billion on podcasting acquisition and production. Disney plans to create 100 original series and films per year across Disney+, Hulu, and ESPN.
But these efforts aren’t going to cut it on their own. There’s a key element missing – one genre of streaming content that hasn’t made it to the digital world yet.
We’re talking about the classic family game night – TV game shows, board games, and family activities that are seeing a massive surge in sales. Board games sales alone hit $15 billion in 2020 and are expected to hit $21 billion by just 2025.
The first space to integrate them into their own platform will break ahead of the pack for good.
And rather than going head to head with one another, or even spending the money to develop the technology themselves, these companies should (and likely will) consider tapping into the startup world to make it happen.
Right now, there’s only one company in existence that can bring interactive, on-demand game streaming directly to these platforms. It’s a tiny startup worth only $40 million right now, but it could be the perfect secret weapon for any company looking to get a solid leg up against the streaming war competition.
They’ve created a genre of streaming content that no other platform currently offers – and they’ve locked it down with enough licensing deals and patents to stay in the game for the long run.
Any household name would be absolutely crazy not to want this startup in their corner.
In fact, our calculations project that an acquisition by say, Netflix or Amazon, could create a $6 billion deal that would turn just $1,000 into $149,000 once the deal lands. And without an acquisition, this team is still shooting for unicorn status – a $1 billion valuation – in just the next five years.
Right now, you can’t find this raise by searching for it on Google or any of the popular crowdfunding sites. That means if you choose to get in, you’re among the very first people with access to the offering.
Daymond John sat down with this startup’s founder – and special primetime TV guest – to learn all about it. Catch his meeting replay here for all the details you need.
Have a great weekend, and we’ll be back soon with another update.
Until next time,
The Research Team
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Sounds good what will it cost me I am interested.