Netflix Ikuponya Bidi ya $ 83 Biliyoni kwa Warner Bros, Ikunena kuti "Siyoyenera Kukhala nayo"

Wosewera Wamkulu Akachoka: Zomwe Netflix's $83 Biliyoni Retreat Imatiuza Zokhudza Strategic Discipline

Mu zomwe zingakhale zodula kwambiri "ayi zikomo" m'mbiri ya zosangalatsa, Netflix akuti adachoka pamtengo wa $ 83 biliyoni wa Warner Bros. Discovery, akutcha studio yodziwika bwino "osafunikira." Mawuwo adafika ngati kulira kwa bingu m'mabwalo aku Hollywood komanso malo ogulitsa ku Wall Street. Nayi nsanja yayikulu kwambiri padziko lonse lapansi - kampani yomwe idawononga $ 17 biliyoni pazinthu mu 2024 yokha - idaganiza kuti kukhala ndi Batman, Harry Potter, ndi HBO sikunali koyenera kuloledwa. Pakadali pano, Paramount Global ya David Ellison idapita patsogolo ndi mgwirizano wodabwitsa wa $ 111 biliyoni kuti apeze situdiyo yomweyo, kubetcha chilichonse pakuphatikiza. Kusiyanitsa pakati pa zisankho ziwirizi kumapereka luso laukadaulo lomwe limagwira ntchito mopitilira zosangalatsa - komanso mubizinesi iliyonse yowunika kukula, kugulidwa, ndi kugawa kwazinthu.

Luso Lonena Kuti Ayi pa Sikelo

Lingaliro la Netflix losiya kutsatira Warner Bros silinabadwe chifukwa chofooka. Kampaniyo ili ndi olembetsa opitilira 280 miliyoni padziko lonse lapansi, imapanga pafupifupi $39 biliyoni pachaka, ndipo yapanga makina opangira zomwe zimapanga mitundu ndi zilankhulo zilizonse. Kuchoka pa Warner Bros sikunali kusowa kwazinthu - kunali kokhudza kuzindikira kuti sizinthu zonse, ngakhale zitakhala zowoneka bwino bwanji, zomwe zimagwirizana ndi mapu anu anjira.

Co-CEO Ted Sarandos akuti adawunika mbiri ya Warner Bros. - yomwe ikuphatikizapo DC Comics, Harry Potter franchise, CNN, ndi korona yamtengo wapatali HBO - ndipo adatsimikiza kuti kuphatikizika kophatikizana, ngongole ya cholowa (Warner Bros. Discovery inanyamula ngongole ya $ 40 biliyoni), ndipo mikangano ya chikhalidwe inaposa phindu la katundu. Netflix anali atatsimikizira kale kuti akhoza kupanga ma franchise kuyambira pachiyambi. Squid Game, Lachitatu, ndiStranger Things adawonetsa kuti IP yoyambirira ikhoza kupikisana ndi malonda amtundu wa chikhalidwe ndi ndalama zamalonda.

Kuletsa kwamtunduwu ndikosowa m'makampani aku America, komwe kugula koyendetsedwa ndi ego kwawononga mazana a mabiliyoni pamtengo wa eni ake pazaka makumi angapo. AOL-Time Warner. Sprint-Nextel. HP-Kudzilamulira. Manda a "transformative" ophatikizana ndi ambiri. Kufunitsitsa kwa Netflix kuchoka pagome lokambirana - poyera, pamenepo - zikuwonetsa kukhwima komwe makampani ambiri kuwirikiza zaka zake samayamba.

Chifukwa chiyani Paramount Akubetcha Njira Yina

Lingaliro la David Ellison lofuna kutsatira Warner Bros. kudzera ku Paramount Global pa $111 biliyoni likuyimira filosofi yotsutsana ndi polar: kuphatikiza monga kupulumuka. Paramount adalimbana ndi nkhondo zomwe zikukhamukira, ndi olembetsa a Paramount + hemorrhaging achibale a Netflix, Disney +, ngakhale Peacock pamawerengero akuluakulu. Kupeza Warner Bros. kungapatse Paramount mwayi wopeza mbiri yodziwika bwino ya HBO, laibulale yakuzama yamapulogalamu opitilira 100,000, ndi ma franchise omwe apanga ndalama zochulukirapo kuposa $50 biliyoni.

Lingaliroli ndi lolunjika - pamsika pomwe zomwe zili ndi mfumu ndipo kugawa kukuchulukirachulukira, kukhala ndi zambiri zazomwe zimaperekedwa kumapereka mwayi. Gulu lophatikizana la Paramount-Warner Bros. lingayang'anire luso laluntha lokwanira kukambirana kuchokera kumphamvu ndi aliyense wogawa, wopereka ziphaso, ndi nsanja yotsatsa padziko lapansi. Ndi kubetcha kuti sikelo imathetsa mavuto omwe sangakwanitse.

Koma sikelo imabweretsa mavuto akeake. Kuphatikizira magulu awiri atolankhani omwe ali ndi magawo ambiri, zikhalidwe zamabizinesi opikisana, komanso zomangamanga zosafunikira ndi ntchito yazaka mabiliyoni ambiri. Mbiri ikuwonetsa kuti pafupifupi 60% ya ophatikizana akuluakulu amalephera kupereka mgwirizano wawo m'zaka zisanu zoyambirira. Ellison akubetcha kuti akhoza kuthana ndi zovutazo.

"Choyenera Kukhala nacho" Bizinesi Iliyonse Iyenera Kutengera

Chilankhulo cha Netflix chidachitika mwadala: Warner Bros "sichoyenera kukhala nacho." Kupanga kumeneku kukuwonetsa njira yowunikira yomwe mtsogoleri aliyense wamabizinesi - kuyambira ma CEO a Fortune 500 mpaka mabizinesi ang'onoang'ono - ayenera kukhala mkati. Musanagwiritse ntchito njira iliyonse, funsani mafunso atatu omwe amalekanitsa mabizinesi ofunikira ndi zosokoneza zowoneka bwino.

• Kodi izi zimafulumizitsa wheel wheel yathu, kapena zimapanga yachiwiri? Flywheel ya Netflix ndiyosavuta: olembetsa ambiri amapereka ndalama zambiri zoyambira, zomwe zimakopa olembetsa ambiri. Warner Bros sakanafulumizitsa gudumu lowuluka - zitha kupangitsa kuti pakhale zovuta zofananira popanda kusintha masamu olembetsa.
• Kodi tingathe kupanga lusoli mopanda ndalama zochepa? Netflix yatsimikizira kuti ikhoza kupanga IP-level IP popanda kupeza masitudiyo olowa. Mtengo wa $83 biliyoni wa Warner Bros unkayimira pafupifupi zaka zisanu za bajeti yonse ya Netflix - ndalama zomwe zingapereke ndalama zambiri zamapulojekiti oyambirira pamsika uliwonse.
• Kodi msonkho wophatikizana ndi chiyani? Kupeza kulikonse kumakhala ndi ndalama zobisika: kuphatikiza zikhalidwe, kusamuka kwadongosolo, kusunga talente, kutsata malamulo, ndi kusokoneza kasamalidwe. Kwa kampani yomwe imadzitamandira pa chikhalidwe chowonda, choyendetsedwa ndi uinjiniya, chotengera Warner Bros.' Ogwira ntchito 35,000+ komanso zaka zambiri zonyamula katundu zikuyimira chiwopsezo chomwe chilipo pakudziwika kwa Netflix.
• Kodi msika umapereka mphotho iyi, kapena umapereka mphotho pazomwe tikuchita pano? Malonda a Netflix anali atayamba kale kutsika mu 2022, akupereka zobweza zopitirira 200% pofika kumapeto kwa 2025. Msika unali wopindulitsa komanso wopindulitsa, osati kumanga maufumu.

Zosankha zofunika kwambiri sizokhudzana ndi zomwe mwasankha kuchita - zimatengera zomwe mwasankha kusachita. Chilichonse choperekedwa ku "chabwino kukhala nacho" ndi chinthu chomwe chabedwa kuchokera ku "choyenera kukhala nacho." Makampani omwe amapambana nthawi yayitali ndi omwe amalangizidwa mokwanira kuti adziwe kusiyana kwake.

Maphunziro a Mabizinesi Akukula: Kumanga motsutsana ndi Kugula vs. Kulembetsa

Nthawi ya Netflix-Warner Bros imasewera pang'ono pamabizinesi amtundu uliwonse, tsiku lililonse. Kampani yomwe ikukula ya e-commerce imakangana ngati ipeza mpikisano kapena kuyika ndalama pazinthu zake. Bungwe lazamalonda limaganizira zogulira kampani yaying'ono pamndandanda wamakasitomala kapena kupanga maubale awo mwadongosolo. Kuyamba kwa SaaS kumalemera kupeza chida chothandizira motsutsana ndi kuphatikiza ndi nsanja zomwe zilipo. Kusamvana komwe kumakhalapo nthawi zonse kumakhala kofanana: kumanga, kugula, kapena kulembetsa.

Kwa mabizinesi ang'onoang'ono komanso apakati, mtundu wa "lembetsani" wakhala yankho lalikulu - ndipo pazifukwa zomveka. M'malo momanga machitidwe a CRM, nsanja zama invoice, zida zowongolera HR, ndi ma analytics dashboards kuyambira poyambira (kapena kupeza makampani omwe amawapatsa), mabizinesi amakono akuchulukirachulukira kutengera nsanja zomwe zimaphatikiza izi. Izi ndizomwe zimatsata nsanja monga Mewayz, yomwe imagwirizanitsa ma modules a bizinesi a 207 - kuchokera ku CRM ndi ma invoicing kupita ku malipiro, HR, kayendetsedwe ka zombo, kachitidwe kasungidwe, ndi analytics - kukhala kachitidwe kamodzi. M'malo mopeza $83 biliyoni, mabizinesi amapeza zida zophatikizika kuyambira pamapulani aulere.

Kufanana kwa ganizo la Netflix ndikophunzitsa. Monga momwe Netflix adagawira kuti sikufunikaownWarner Bros. kuti apikisane bwino, malonda ambiri safunikira kumanga kapena kugula chilichonse chogwira ntchito. Amafunikira mwayi wopeza malusowo m'njira yosinthika, yowongoka, komanso yosayambitsa "msonkho wophatikizira" womwe umapangitsa kuti kugula kukhale kowopsa. Modular business OS imathetsa vuto la build-vs-buy popereka zonse m'lifupi ndi kuzama popanda kuyang'anira machitidwe osiyanasiyana.

Mtengo Wobisika wa "Transformative" Kusuntha

Akatswiri azama media atulutsa inki yochuluka kukangana ngati Netflix adayimba foni yoyenera. Koma kusanthula kosangalatsa kuli pazomwe kampaniyo idapewa. Netflix ikadapeza Warner Bros., ikadatenga ngongole pafupifupi $43 biliyoni, mikangano yamagalimoto yopitilira ndi othandizira ma chingwe, bizinesi yapa TV yomwe ikucheperachepera, gawo lankhani (CNN) lomwe lili ndi zovuta zake zandale ndi magwiridwe antchito, komanso gawo lakanema lomwe chuma chake chikuchulukirachulukira pambuyo pa mliri.

Lililonse mwamavuto obadwa nawowa likadawononga chidwi cha akuluakulu, zida zauinjiniya, ndi ndalama zomwe Netflix imayang'ana pa cholinga chake chachikulu. Utsogoleri wa kampaniyo mwachiwonekere unanena kuti mtengo wa mwayi - zomwe sakanatha kuchita pophatikiza Warner Bros. - zidaposa mtengo wa zomwe angapindule.

Kuwerengera uku kumagwira ntchito konsekonse. Kampani ya anthu 50 ikatha miyezi isanu ndi umodzi ikuphatikiza machitidwe akampani yomwe yapezedwa, imeneyo ndi miyezi isanu ndi umodzi yomwe sinawonongedwe pakukonza zoyambira. Woyambitsa akapereka 40% ya nthawi yawo kuyang'anira bizinesi yatsopano kuchokera pakupeza, ndiye 40% nthawi yochepa pa makasitomala ndi zinthu zomwe zidamanga kampaniyo poyambira. Zogula zowopsa kwambiri sizomwe zimalephera mochititsa chidwi - ndizomwe zimachita bwino kukhetsa zinthu mpaka kalekale popanda kubweretsa zosintha.

Kodi Media Consolidation Wave Imatanthauza Chiyani pa Njira Yabizinesi

Nkhani zambiri za nkhaniyi ndizofunikira. Makampani azosangalatsa akuphatikizana kwambiri kuyambira nthawi ya studio ya 1930s ndi 1940s. Disney adatenga 21st Century Fox kwa $ 71 biliyoni. Amazon idapeza MGM kwa $8.5 biliyoni. Apple yawononga ndalama zoposa $20 biliyoni pomanga Apple TV+ kuyambira pachiyambi. Ndipo tsopano Paramount akutsata Warner Bros kwa $ 111 biliyoni. Ndalama zonse zomwe zayikidwa mu media M&A kuyambira 2019 zimaposa $300 biliyoni.

Kuphatikizika uku kukuwonetsa njira yokulirapo yazachuma: mafakitale akakhwima ndikukula pang'onopang'ono, makampani amatembenukira kuzinthu zogulira kuti apange kukula komwe sangathenso kukwaniritsa mwakuthupi. Tawona izi m'matelefoni, mabanki, mankhwala, komanso ma TV. Opambana pamafunde ophatikiza awa sakhala opeza ndalama zambiri - ndi makampani omwe amakhalabe omveka bwino pomwe ochita nawo mpikisano amadzitopetsa pankhondo zophatikizira.

Kwa mabizinesi omwe amawonera kunja kwa zosangalatsa, phunziro ndi lomveka. Kukula chifukwa chakuchita bwino kwambiri - zogulitsa zabwino, zokumana nazo zabwinoko zamakasitomala, zachuma zamagawo - zimapitilira kukula pakutha kwa nthawi yayitali. Makampani omwe amagwiritsa ntchito mphamvu zawo, amapezerapo mwayi pa nsanja zophatikizika kuti azitha kuyendetsa bwino ntchito, ndikukhalabe odziletsa kuti asiyane ndi zosokoneza "zosintha" ndi omwe amapirira. Netflix adamvetsetsa izi. Ngati kubetcherana kwakukulu kwa Paramount kumalipira sikunawonekere, koma kuthekera kwa mbiri sikukukomera wogula.

Kulangidwa Kwadongosolo Monga Ubwino Wopikisana

Ndalama zokwana $83 biliyoni za Netflix zitha kuphunziridwa m'masukulu abizinesi kwazaka zambiri. Osati chifukwa cha kuchuluka kwa dola - ngakhale ndizodabwitsa - koma chifukwa zikuyimira chinthu chosowa kwenikweni munjira zamabizinesi: kampani yomwe ili pachimake champhamvu zake ikusankha kudziletsa pakufuna kutchuka. Mu chikhalidwe chamalonda chomwe chimakondwerera kusuntha kolimba mtima, "kuganiza kwa 10x," ndi zosokoneza zosokoneza, Netflix adawonetsa mwakachetechete kuti kusuntha kwamphamvu kwambiri nthawi zina sikusuntha konse.

Kwa eni mabizinesi ndi ogwira ntchito pamlingo uliwonse, zotengerazo zimatha kuchitika. Yang'anani zomwe mukuchita panopa pogwiritsa ntchito lens "must have". Dziwani mapulojekiti, zida, maubwenzi, ndi mabizinesi omwe amafulumizitsa cholinga chanu chachikulu - ndipo khalani olimba mtima kuti muchepetse kapena kusiya china chilichonse. Gwirizanitsani ntchito zanu kuzungulira nsanja zomwe zimakula ndi inu m'malo mopeza zinthu zomwe zimakulemetsani. Ndipo kumbukirani kuti dola iliyonse ndi ola lililonse lili ndi mtengo wake. Zomwe mumadzipereka ku "zabwino kukhala nazo" ndizomwe sizingapezeke pazomwe zili zofunika kwambiri.

Pomaliza, chisankho cha Netflix sichinali chokhudza Warner Bros konse. Zinali za Netflix podziwa zomwe zili, zomwe zimafunikira, komanso zomwe sizikufuna. Kumveka bwino kumeneko - kosavuta kulongosola, kovuta kwambiri kusungitsa - ndi mwayi wopambana kwambiri pamakampani aliwonse, pamlingo uliwonse.

Mafunso Ofunsidwa Kawirikawiri

Nchifukwa chiyani Netflix idasiya mgwirizano wa $ 83 biliyoni wa Warner Bros?

Netflix akuti adatsimikiza kuti kupeza Warner Bros. Discovery sikunali kofunikira ngakhale kuti anali ndi ndalama zodziwika bwino monga Batman, Harry Potter, ndi HBO. Chimphonachi chinaika patsogolo kuchita bwino pazachuma kusiyana ndi kukulitsa zinthu pogula zinthu, kutanthauza kuti kupanga zinthu zoyambilira ndi kuyang'anitsitsa ntchito kumapereka phindu kwa nthawi yayitali kusiyana ndi kutengera mbiri yakale yomwe ili ndi ngongole zambiri.

Kodi lingaliro la Netflix likutanthauza chiyani pa tsogolo lakuphatikizana?

Zotsatsa zomwe zidalephereka zikuwonetsa kuti ngakhale osewera akulu kwambiri akusewera akusamala kwambiri pakuphatikiza ma mega. M'malo mopeza omwe akupikisana nawo pamitengo yotsika mtengo, nsanja zitha kuyang'ana kwambiri kukula kwachilengedwe, mayanjano abwino, komanso mabizinesi omwe akutsata. Kusintha kumeneku kutengera kuwononga ndalama moyenera kungasinthe momwe makampani osangalalira amafikira kuphatikizika pamsika womwe umakhala wampikisano komanso wokonda mtengo wake.

Kodi mabizinesi ang'onoang'ono angaphunzire bwanji kuchokera ku njira za Netflix?

Lingaliro la Netflix likuwonetsa kuti kunena "ayi" ku mwayi wowoneka ngati wokopa kungakhale njira yamphamvu yamabizinesi. Eni mabizinesi ang'onoang'ono angagwiritsenso ntchito mwambo womwewu poyang'ana zida zomwe zimayendetsa kukula. Mapulatifomu ngati Mewayz amapereka bizinesi ya 207-module OS yoyambira pa $19/mo, kuthandiza amalonda kugwirizanitsa ntchito popanda kuchulukirachulukira pakupeza zinthu zosafunikira.

Kodi chimachitika ndi chiyani kwa Warner Bros. Discovery italephera kutsatsa kwa Netflix?

Warner Bros. Discovery tsopano ikuyang'anizana ndi chikakamizo chopitilira kuchepetsa kuchuluka kwangongole zake ndikuwonetsetsa kuti ingathe kukhazikika. Kampaniyo iyenera kuwonetsa kuti nsanja yake yophatikizika yotsatsira, zotulutsa zisudzo, ndi katundu wapa kanema wawayilesi amatha kubweretsa kukula kokhazikika paokha. Ofufuza zamakampani akuwonetsa kuti WBD ikhoza kufufuza maubwenzi ena kapena kukonzanso njira zolimbikitsira kupikisana kwake pamawonekedwe atolankhani omwe akusintha.