Mtengo wamtengo wa Netflix umakwera limodzi ndi Paramount pomwe WBD ikugwa. Momwe kuphatikizana kukhudzira misika

Masewera a Merger Chess a Hollywood: Chifukwa Chake Netflix ndi Paramount Akupambana Pomwe Warner Bros. Discovery Akupunthwa

Makampani azosangalatsa angowona chimodzi mwazinthu zochititsa chidwi kwambiri m'makumbukidwe aposachedwa. Lingaliro la Netflix kuti achoke pakufuna kwawo kwa Warner Bros. Discovery - yoyambitsidwa ndi Paramount Skydance's counter-move - yapanga kusintha kwa chivomezi pazitsulo zofalitsa nkhani. Mugawo limodzi lazamalonda, mabiliyoni a madola pakukweza msika adasunthika pomwe osunga ndalama adawerengeranso kuti zimphona zazikuluzikulu zitha kulamulira zaka khumi zikubwerazi zachisangalalo. Kusokonekera kumawulula china chake chozama kuposa mgwirizano wosavuta womwe wapita m'mbali: zikuwonetsa kusamvana kwakukulu pakati pa kusintha kwa media zomwe zakhala zikuchitika komanso kulamulira kwa digito komwe kukusintha momwe mabizinesi m'makampani onse amaganizira za kuphatikiza, kuchita bwino, komanso kupanga phindu kwanthawi yayitali.

Zomwe Sizinali: Strategic Retreat ya Netflix

Kutsatsa kosiyidwa kwa Netflix kwa Warner Bros. Discovery sikunali kongofuna kupeza laibulale yokha. Kunali kuyesa koyerekeza kutenga imodzi mwama studio otchuka kwambiri ku Hollywood - kunyumba kwa HBO, DC Comics, CNN, ndi zaka zambiri zaukadaulo wapamwamba. Mpainiya wotsatsira, yemwe adaposa olembetsa padziko lonse lapansi 300 miliyoni kumapeto kwa chaka cha 2025, adawona mwayi wodumphadumpha omwe akupikisana nawo pophatikiza makina ake ogawa ndi opanga magetsi a WBD.

Koma Paramount Skydance italowa pachithunzichi ndi zomwe magwero adafotokoza kuti ndi "zapamwamba", Netflix adapanga chisankho chomwe chidadabwitsa akatswiri ambiri: idabwerera m'mbuyo m'malo molowa munkhondo yotsatsa. Kuletsa uku kukuwonetsa kukhwima munjira ya Netflix yomwe osunga ndalama amayamikiridwa momveka bwino. M'malo molipira mochulukira pamtengo wogulitsira wokhudzidwa kwambiri, kampaniyo idasunga ndalama zake ndikuwonetsa chidaliro pakukula kwake. Sitoloyo idayankha moyenerera, kukwera muzamalonda pakangotha ​​maola pomwe msika udapereka mphotho pazachuma pazofuna zomanga ufumu.

Kwa atsogoleri amalonda omwe amawonera kunja kwa Hollywood, phunziroli ndi lophunzitsa. Kudziwa nthawi yoti muchoke pamalonda - ngakhale imodzi yomwe imawoneka yosinthika pamapepala - nthawi zambiri imakhala yamtengo wapatali kuposa kupambana pamtengo uliwonse. Utsogoleri wa Netflix udawonetsa kuti kuleza mtima koyenera kungathenso kukhala chothandizira phindu la eni ake.

Paramount's Calculated Gamble Imalipira

Paramount Global, yomwe yakhala zaka zambiri ikuyang'ana mafunso okhudza kuthekera kwake kwanthawi yayitali ngati bungwe loyima palokha, mwadzidzidzi idapezeka kuti ili ndi mphamvu. Kupikisana kwa Skydance sikunangotsekereza Netflix - idapereka Paramount ndi jekeseni wamkulu komanso mgwirizano womwe umafunikira kuti apikisane nawo pamakampani omwe kukula kumatsimikizira kupulumuka. Zogulitsa za Paramount zidachulukirachulukira pomwe osunga ndalama adapeza phindu la mgwirizanowu: mwayi wopeza luso lopititsa patsogolo luso la Skydance, ndalama zatsopano zogulira zinthu, komanso kuchotseratu kusatsimikizika komwe kunalipo komwe kudakhalapo kwa miyezi yopitilira 18.

Kuphatikiza kwa Paramount-Skydance kumapanga mpikisano wowopsa. Skydance, motsogozedwa ndi David Ellison, simangobweretsa matumba akuya komanso mbiri yabwino yopanga ma franchise ochita bwino pamalonda kuphatikiza mndandanda wa Mission: Impossible ndi Top Gun. Kuphatikizidwa ndi laibulale ya Paramount yamakanema opitilira 4,000 ndi ma franchise otchuka monga Star Trek, Transformers, ndi kanema wawayilesi wa Taylor Sheridan, gulu lophatikizidwa lili ndi zida zotsutsa Netflix, Disney +, ndi Amazon Prime Video mwachindunji.

Akatswiri amsika akuyerekeza kuti kampani yophatikizidwa ikhoza kulamula bajeti yopitilira $ 15 biliyoni pachaka - ndikuyiyika patali kwambiri ndi ndalama zomwe Netflix imawononga pafupifupi $ 17 biliyoni. Kwa makampani omwe kuchuluka kwazinthu ndi mtundu wake zimagwirizana mwachindunji ndi kusunga olembetsa, mphamvu iyi yazachuma ndiyofunika kwambiri.

Kutulukira kwa Warner Bros: Wodabwitsa Kwambiri

Pamene Netflix ndi omwe ali ndi ma sheya ambiri adakondwerera, osunga ndalama a WBD adakumana ndi zowona zosiyana. Kugwa kwa Netflix kutsatsa malonda kumasiya Warner Bros. Kupeza m'malo osasangalatsa - akadali olemetsedwa ndi ngongole pafupifupi $ 40 biliyoni kuchokera ku 2022 WarnerMedia-Discovery kuphatikiza, akuvutikirabe kuti nsanja yake yotsatsira Max ikhale yopindulitsa nthawi zonse, ndipo tsopano popanda njira yopezera moyo yomwe Netflix ingakhale nayo.

Kutsika kwamitengo ya WBD kukuwonetsa msika womwe ukuwerengeranso zomwe kampaniyo ikuyembekezeka kuyimilira. Popanda wopeza m'thumba lakuya, CEO David Zaslav ayenera kuchitapo kanthu komwe kumadalira kwambiri kuchepetsa mtengo, kuwongolera zinthu, komanso kuchepa kwapang'onopang'ono kwa phindu lokhamukira - zonse pomwe opikisanawo akuphatikiza ndikuyika ndalama molimba mtima. Makanema apawailesi yakanema akampani, omwe nthawi ina anali ng'ombe za ndalama, akupitilizabe kuwona kukokoloka kwa ndalama zotsatsa malonda pomwe kudula zingwe kukuchulukirachulukira m'mabanja 70 miliyoni aku US.

Chidziwitso Chachikulu: Nkhondo zomwe zikukhamukira zalowa m'gawo latsopano pomwe opambana sali kwenikweni omwe ali ndi zambiri, koma omwe ali ndi zitsanzo zamabizinesi ogwira ntchito komanso mapepala amphamvu kwambiri. Makampani omwe alemedwa ndi ngongole zomwe adatengera komanso ndalama zosinthira akulangidwa ndi misika yomwe ikufuna phindu limodzi ndi kukula.

Kodi Izi Zikutanthauza Chiyani Pamsika Wambiri

Zotsatira za kuphatikizika kumeneku zimapitilira makampani atatu omwe akukhudzidwa. Makasitomala azama media padziko lonse lapansi akubwezeredwa mtengo pomwe osunga ndalama akuwunikanso momwe akupikisana. Disney, yomwe ili ndi zovuta zake zopezera phindu, idapeza phindu pang'ono pomwe amalonda amabetcha kuti malo opikisana nawo ogawanika (osati Netflix-WBD juggernaut) angapindule ndi Nyumba ya Mouse. Gawo la Comcast's NBCUniversal likuwunikidwanso ngati chandamale chogulira kapena kuphatikizira mnzawo zomwe zikuwoneka kuti zikuchulukirachulukira pakuphatikiza zofalitsa.

Kwa osunga ndalama m'mabungwe, gawoli likuwonetsa kusadziwikiratu komwe kumabwera chifukwa chophatikizana mugulu lazofalitsa nkhani. Ndalama za Hedge zomwe zidapanga mgwirizano wa Netflix-WBD zidakakamizika kumasula malo mwachangu, ndikupanga kusakhazikika komwe kumatha kufalikira m'magawo ofananirako kuphatikiza ukadaulo wotsatsa, zisudzo, ndi makampani opanga zinthu.

Phunziro lalikulu la misika ndilakuti zaka zophatikizira zotsatsira zatsala pang'ono kutha. Ndi olembetsa padziko lonse lapansi omwe akuyembekezeka kupitilira 2 biliyoni pofika 2027, zachuma pakupanga ndi kugawa zinthu zikupitilira kukulirakulira. Yembekezerani kupanga mabizinesi ochulukira, mabizinesi olephereka, komanso kusakhazikika kwa msika pomwe dongosolo lomaliza lamakampani likukula.

Maphunziro kwa Atsogoleri Amalonda Oyendetsa Kusokonekera Kwa Makampani

Sewero lophatikizana la Hollywood limapereka maphunziro ofunikira kwa mabizinesi amitundu yonse omwe akukumana ndi zovuta zophatikizira komanso kusintha kwa digito. Kaya mumagwiritsa ntchito zoulutsira mawu, zotsatsa, zaukadaulo, kapena SaaS, mfundo zomwezo zimagwiranso ntchito pomwe bizinesi yanu ikusintha.

• Kugwira ntchito moyenera kumapambana kumanga maufumu: Kufunitsitsa kwa Netflix kuchokapo kukuwonetsa kuti kuchita bwino komanso kukula kwachilengedwe kumatha kupanga phindu kuposa M&A yaukali. Kupanga machitidwe oyenerera amkati - kuchokera ku CRM ndi ma invoice kupita ku kasamalidwe ka polojekiti - nthawi zambiri kumapereka ROI yabwinoko kuposa kupeza opikisana nawo.
• Phatikizani zida zanu musanaphatikize makampani: Mabizinesi ambiri amayesa kuphatikiza kuti apeze maluso omwe angapange kapena kuphatikiza mkati mwawo. Mapulatifomu ngati Mewayz akuwonetsa kuti kuphatikiza magawo 207 ogwirira ntchito - kuchokera ku HR ndi malipiro mpaka kusanthula ndi kuyang'anira kasitomala - pansi pa denga limodzi kumatha kubweretsa zopindulitsa zomwe makampani nthawi zambiri amathamangitsa zogula zodula.
• Kulimba kwa sheet sheet ndi chida chopikisana: Ngongole ya WBD ikuchepetsa zosankha zake munthawi yeniyeni. Mabizinesi ang'onoang'ono ndi apakati amakumana ndi zosinthika zomwezo - kunyamula katundu wosafunikira m'mapulogalamu ogawika (kampani yapakati imagwiritsa ntchito zida za 130+ SaaS) imawononga kusinthasintha kwachuma komwe kumafunikira kuti apikisane.
• Kuthamanga kwa nkhani zopangira zisankho: Netflix adapanga chisankho chake patangotha ​​maola ochepa chilengezo cha Paramount Skydance. M'misika yomwe ikuyenda mwachangu, mabizinesi omwe amatha kusanthula deta, kuyankhulana mkati, ndikuchita zisankho mwachangu amakhala ndi mwayi wopambana kuposa omwe akupikisana nawo pang'onopang'ono.
• Kusiyanasiyana kumapereka chilimbikitso: Mphamvu za Paramount zili mumitundu yosiyanasiyana yamakanema, kanema wawayilesi, ndi makanema. Momwemonso, mabizinesi omwe amasintha njira zawo zopezera ndalama ndi kuthekera kwawo kogwirira ntchito amakhala m'malo abwino kusokonezeka kwamakampani.

Mapu Atsopano Amphamvu Zamakampani Akukhamukira

Pamene fumbi likukhazikika, mayendedwe ampikisano akukhamukira akuwonekera bwino. Netflix ikadali mtsogoleri wosatsutsika wokhala ndi olembetsa padziko lonse lapansi, ma aligorivimu otsimikizika, komanso machitidwe azachuma omwe akuwonetsedwa. Kuphatikiza kwa Paramount-Skydance kumatuluka ngati wotsutsa wodalirika wokhala ndi IP yakuya komanso capital capital yatsopano. Disney + ikupitilizabe kukulitsa mbiri yake yosayerekezeka. Amazon Prime Video imapindula chifukwa chophatikizidwa muzachilengedwe za Amazon. Ndipo Apple TV+ imasunga malo ake ngati premium, ngati niche, player.

Warner Bros. Discovery, ngakhale ali ndi laibulale yodziwika kwambiri ku Hollywood - kuphatikiza cholowa cha HBO cha kanema wawayilesi wapamwamba - ali pachiwopsezo chokhala wosewera wolemera kwambiri koma wokakamizidwa. Kampaniyo akuti idafufuza maubwenzi opitilira khumi ndi awiri omwe angaphatikizidwe m'miyezi 24 yapitayi, ndipo kugwa kwa Netflix kugwa kumachotsa zomwe ambiri amaziwona kuti ndizovuta kwambiri kuchoka pamavuto omwe ali pano.

Akatswiri ofufuza zamakampani akuyembekeza kuti msika wapadziko lonse lapansi udzapanga ndalama zoposa $330 biliyoni pofika chaka cha 2028, kuchokera pafupifupi $220 biliyoni mu 2025. Makampani omwe akutenga gawo la mkango pakukula kumeneko adzakhala omwe amaphatikiza zinthu zotsogola ndikuchita bwino komanso kukhazikika kwachuma - kuphatikiza komweko komwe kumatsimikizira opambana pakusintha pafupifupi makampani onse a digito.

Zomwe Zikubwera Kenako: Zochitika Zitatu Zowonera

Kugwedezeka kwapano kumatha kuyambitsa mayendedwe opitilira mukamasangalatsa. Zochitika zitatu zikuyenera kuyang'aniridwa kwambiri ndi osunga ndalama ndi akatswiri odziwa bwino bizinesi.

Choyamba, WBD ikhoza kufulumizitsa kugulitsa katundu kuti muchepetse ngongole. Katundu wamtengo wapatali monga CNN, HBO, kapena DC Studios opareshoni amatha kuwomboledwa kapena kugulitsidwa kuti apange likulu lofunikira pakusintha kwamakampani. Chachiwiri, Netflix - yomwe tsopano yakhala pachifuwa chankhondo - ikhoza kutembenukira kuzinthu zing'onozing'ono, zomwe zikuyang'aniridwa kwambiri: ma studio amasewera, makampani opanga mayiko, kapena makampani aukadaulo omwe amakulitsa injini zake zowonetsera ndi nsanja yotsatsa. Chachitatu, mgwirizano wa Paramount-Skydance ukhoza kuyang'anizana ndi kuunika kwa malamulo omwe akuchedwetsa kapena kusintha zomwe akufuna, zomwe zitha kutseguliranso chitseko kwa ofunsira ena.

Kwa ogwira ntchito zamabizinesi m'mafakitale onse, zotengerazo ndizodziwikiratu: mafunde ophatikizika amapereka mphotho kwa makampani omwe apanga kale magwiridwe antchito, amasunga kusinthasintha kwachuma, ndipo amatha kuyenda mwachangu mwayi ukapezeka. Kaya mukuyendetsa ntchito yotsatsa kapena bizinesi yaying'ono yomwe ikukula, zoyambira zimakhalabe chimodzimodzi - sinthani ntchito zanu, dziwani manambala anu, ndipo khalani okonzeka kuchitapo kanthu msika ukasuntha. Makampani omwe akuyenda bwino m'mafakitale osokonekera siakulu nthawi zonse; iwo ndi omwe amayendetsa zombo zolimba kwambiri.

Mafunso Ofunsidwa Kawirikawiri

Nchifukwa chiyani katundu wa Netflix adakwera atachoka pa Warner Bros. Discovery deal?

Ogulitsa amawona chisankho cha Netflix ngati chowongolera zachuma, kuwonetsa kuti kampaniyo ingapewe kubweza ndalama zambiri pankhondo yolimbana ndi kuyitanitsa. Pobwerera m'mbuyo, Netflix idasunga tsamba lake lamphamvu ndikulimbitsa chidaliro mu njira yake yolima organic. Msika udapereka mphotho pakulepherekaku, ndikukankhira magawo apamwamba monga akatswiri adazindikira kuti Netflix ikadali nsanja yayikulu yotsatsira popanda kufunikira kugula kokwera mtengo kuti ikhalebe yampikisano.

Kodi kuphatikiza kwa Paramount-Skydance kudakhudza bwanji makanema ambiri?

Chigwirizano cha Paramount-Skydance chinasinthanso mayendedwe ampikisano popanga gulu lamphamvu lophatikizana lomwe lili ndi malaibulale akuya komanso kuthekera kopanga. Izi zinakakamiza omenyanawo kuti awonenso njira zawo zophatikizira. Warner Bros. Discovery adavutika kwambiri, kutaya munthu yemwe angagule mu Netflix ndikukumana ndi mafunso atsopano okhudzana ndi kutheka kwake. Kuphatikizikako kwakulitsa njira zophatikizira makampani zomwe zikufotokozera zosangalatsa zaka zikubwerazi.

Nchifukwa chiyani katundu wa Warner Bros. Discovery sakuyenda bwino poyerekeza ndi omwe akupikisana nawo?

WBD ikukumana ndi zovuta zambiri zangongole zolemera kuchokera ku kuphatikiza kwa Discovery 2022, kukula kwapang'onopang'ono kuposa momwe timayembekezera, ndipo tsopano kutayika kwa chiwongola dzanja kuchokera ku Netflix. Otsatsa amadandaula kuti kampaniyo ilibe njira yodziwikiratu yopezera phindu pakukhamukira pomwe ochita nawo mpikisano akuphatikiza mozungulira. Kutsika kwachuma kukuwonetsa kukayikira komwe kukukulirakulira pa kuthekera kwa WBD kupikisana paokha motsutsana ndi omwe ali ndi ndalama zambiri pamsika womwe ukupita patsogolo mwachangu.

Kodi osunga ndalama angatsatire bwanji kuphatikiza kwamakampani azosangalatsa komanso kukhudzika kwamabizinesi awo?

Kudziwa zambiri kumafuna kuyang'anira kayendetsedwe ka katundu, zolemba za SEC, ndi nkhani zamakampani nthawi imodzi. Mapulatifomu monga Mewayz amathandiza akatswiri abizinesi ndi osunga ndalama kuti azitha kukonza mayendedwe awo m'magawo 207 ophatikizika - kuyambira pakufufuza zachuma mpaka pakuphatikiza nkhani - kuyambira $19/mozi. Kukhala ndi bizinesi yapakati OS kumachotsa kufunikira kosinthira zida zingapo posanthula zochitika zamsika zovuta monga kuphatikiza kwamakampani azofalitsa.