Earlier quoted context omitted.
> That’s still a small number of players dominating the market. That’s the definition of an Oligopoly, and the Disney/HBO offerings very much fall into that. The market is “content”. Netflix competes with YouTube content producers, TikTok and it even said that one of its biggest competitors is Fortnite. > This is probably due to the characteristic that producing goods (decent original content) This goes back to YouTu…
> Netflix competes with YouTube content producers, TikTok and it even said that one of its biggest competitors is Fortnite. It competes with these for screen time , not for content. Meanwhile Disney owns how much content (movies, series and related IP)?
And the value of IP without execution capability is overrated. Warner also has iconic content. But Disney has been able to make successful movies out of its 3rd tier IP while Warner has struggled with its first tier.
Sony isn’t doing too well with most of its Marvel content except Spider-Man and that’s produced by Disney.