I-Netflix Yehlisa Ibhidi ye- $ 83 Bilion ye-Warner Bros, Ithi Akuyona 'Okufanele Ube nakho'

Uma Umdlali Omkhulu Kunabo Bonke Ehamba: Lokho Okusitshela I-Netflix's $83 Billion Retreat Mayelana Nesiyalo Sesu

Kulokho okungabiza kakhulu kokuthi "cha ngiyabonga" emlandweni wezokuzijabulisa, i-Netflix kubikwa ukuthi yashiya ibhidi ye-Warner Bros. Discovery engu-$83 billion, ibiza lesi situdiyo esinezindaba "akumele sibe nayo." Isitatimende sifike njengokuduma kwezulu kuwo wonke ama-boardroom aseHollywood nasezitezi zokuhweba zase-Wall Street ngokufanayo. Nansi inkundla yokusakaza ehamba phambili emhlabeni - inkampani eyasebenzisa amaRandi ayizigidi eziyizinkulungwane eziyi-17 kokuqukethwe ngo-2024 kuphela - inquma ukuthi ukuba ngumnikazi we-Batman, uHarry Potter, kanye ne-HBO bekungayifanele intengo yokwamukelwa. Ngaleso sikhathi, iParamount Global kaDavid Ellison yaqhubekela phambili nesivumelwano esishaqisayo samaRandi ayizigidi eziyizinkulungwane ezingama-111 ukuze sithole isitudiyo esifanayo, sibheja yonke into ngokuhlanganisa. Umehluko phakathi kwalezi zinqumo ezimbili unikeza ikilasi eliwuchwepheshe emkhakheni wezokuzijabulisa osebenza ngale kwemboni yezokuzijabulisa - nakuwo wonke amabhizinisi ahlola ukukhula, ukutholwa, nokwabiwa kwezinsiza.

Ubuciko Bokuthi Cha Esikalini

Netflix's decision to abandon its Warner Bros. pursuit wasn't born from weakness. Le nkampani inababhalisile abangaphezu kwezigidi ezingu-280 emhlabeni wonke, yenza imali elinganiselwa ku-$39 billion ngonyaka, futhi yakhe umshini wokuqukethwe okhiqiza izingoma ezishisayo kuzo zonke izinhlobo nolimi. Ukuqhela ku-Warner Bros. kwakungekona ukuntula izinsiza - kwakumayelana nokuqaphela ukuthi akuzona zonke izimpahla, noma ngabe zinhle kangakanani, ezifanelana nemephu yakho yomgwaqo yesu.

U-Co-CEO u-Ted Sarandos kubikwa ukuthi uhlole iphothifoliyo ye-Warner Bros. - ehlanganisa i-DC Comics, i-Harry Potter franchise, i-CNN, kanye ne-crown jewel HBO - futhi waphetha ngokuthi ukuhlanganiswa okuyinkimbinkimbi, isikweletu sefa (i-Warner Bros. Discovery ithwale isikweletu esingaphezu kwezigidigidi ezingu-40), kanye nokungqubuzana kwamasiko kudlule inzuzo yempahla. I-Netflix yayisivele ifakazele ukuthi ingakha ama-franchise kusukela ekuqaleni. I-Squid Game, NgoLwesithathu, kanye Nezinto Ezingaziwa zibonise ukuthi i-IP yoqobo ingaqhudelana nemikhiqizo yefa kumthelela wamasiko kanye nemali engenayo yokuthengiswayo.

Lolu hlobo lokuzibamba aluvamile ebhizinisini laseMelika, lapho ukutholwa okuqhutshwa i-ego kucekele phansi amakhulu ezigidigidi senani labanikazi bamasheya phakathi namashumi eminyaka. Isexwayiso Sesikhathi se-AOL. I-Sprint-Nextel. I-HP-Ukuzimela. Amathuna okuhlangana "okuguquguqukayo" makhulu. Ukuzimisela kwe-Netflix ukuphuma etafuleni lezingxoxo - esidlangalaleni, ngaleso sikhathi - kubonisa ukuvuthwa izinkampani eziningi eziphindwe kabili ngeminyaka yazo azikaze zithuthuke.

Kungani I-Paramount Ibheja Ngenye Indlela

Isinqumo sika-David Ellison sokuphishekela i-Warner Bros. ngokusebenzisa i-Paramount Global ku-$111 bhiliyoni simele ifilosofi ephambene ne-polar: ukuhlanganiswa njengokusinda. I-Paramount izabalaze ezimpini ezisakazwayo, nababhalisile be-Paramount + ukopha okuhlobene ne-Netflix, i-Disney +, kanye ne-Peacock ekubalweni kwabantu okubalulekile. Ukuthola i-Warner Bros. kuzonikeza i-Paramount ukufinyelela epayipini lokuqukethwe elihlonishwayo le-HBO, umtapo wolwazi ojulile wamahora angaphezu kuka-100,000 ohlelo, kanye nama-franchise angenise imali eqoqwayo yamahhovisi amabhokisi engaphezu kuka-$50 wezigidigidi.

Umqondo uqondile — emakethe lapho okuqukethwe kuyinkosi futhi ukusatshalaliswa kuya ngokuya kuthengiswa, ukuba nochungechunge lokuhlinzekwa kokuqukethwe kunikeza amandla. Ibhizinisi elihlanganisiwe le-Paramount-Warner Bros. lingalawula impahla yobuhlakani eyanele ukuxoxisana kusukela emandleni nawo wonke umsabalalisi, uzakwethu onikeza ilayisense, nenkundla yokukhangisa emhlabeni. Ukubheja ukuthi isikali sixazulula izinkinga ukusebenza kahle okungeke kwenzeke.

Kodwa isikali sethula izinkinga zaso. Ukuhlanganisa ama-conglomerates amabili amakhulu abezindaba anezigaba ezeqile, amasiko ezinkampani aqhudelanayo, nengqalasizinda engasasebenzi kuwumsebenzi weminyaka eminingi, wezigidigidi zamarandi. Umlando uphakamisa ukuthi okungenani u-60% wokuhlangana okukhulu kwehluleke ukuletha ama-synergies acatshangelwayo phakathi neminyaka emihlanu yokuqala. U-Ellison uyabheja ukuthi angakwazi ukunqoba lawo mathemba.

Uhlaka "Okufanele Ube Nalo" Wonke Amabhizinisi Kufanele Asebenzise

Ulimi lwe-Netflix benziwe ngamabomu: U-Warner Bros "akukona okumele ube nakho." Lolo hlaka lwembula uhlaka lokuhlola lwamasu okufanele wonke umholi webhizinisi - kusukela kuma-CEO e-Fortune 500 kuya kosomabhizinisi ababodwa - okufanele bafake ngaphakathi. Ngaphambi kokwenza izinsiza ezibalulekile kunoma isiphi isinyathelo, buza imibuzo emithathu ehlukanisa ukutshalwa kwezimali okubalulekile nezithikamezo ezikhangayo.

• Ingabe lokhu kuyasheshisa isondo lethu lokundiza eliyisisekelo, noma kudala elesibili? I-flywheel ye-Netflix ilula: ababhalisile abaningi baxhasa ngokuqukethwe kwangempela okwengeziwe, okuheha ababhalisile abaningi. I-Warner Bros. ngeke isheshise leyo flywheel — izodala inkimbinkimbi yokusebenza ngokuhambisana ngaphandle kokushintsha ngokuyisisekelo izibalo zokubhaliselwe.
• Singakwazi yini ukwakha leli khono ngokwemvelo ngemali encane? I-Netflix ibonise ukuthi ingadala i-IP yeleveli ye-franchise ngaphandle kokuthola izitudiyo zefa. Ithegi yentengo engu-$83 billion ye-Warner Bros imele cishe iminyaka emihlanu yesabelomali sokuqukethwe se-Netflix - imali engaxhasa izinkulungwane zamaphrojekthi okuqala kuzo zonke izimakethe.
• Iyini intela yokuhlanganisa? Konke ukutholwa kunezindleko ezifihliwe: ukuhlanganiswa kwamasiko, ukufuduka kwesistimu, ukugcinwa kwamakhono, ukuthobela imithetho, nokuphazamiseka kokuphatha. Enkampanini ezigqaja ngesiko elithambile, eliqhutshwa ubunjiniyela, elibamba i-Warner Bros.' Izisebenzi ezingu-35,000+ kanye namashumi eminyaka yemithwalo yesikhungo imele ubungozi obukhona kubunikazi bokusebenza be-Netflix.
• Ingabe imakethe iyakuklomelisa ngalokhu mnyakazo, noma iyawuvuza umkhondo wethu wamanje? Isitoko se-Netflix sase sibuyile ekwehleni kwaso kwango-2022, iletha imbuyiselo engaphezu kuka-200% ngasekupheleni kuka-2025. Imakethe ibivuza isiyalo nenzuzo, hhayi ukwakha umbuso.

Izinqumo zamasu ezibaluleke kakhulu azikho mayelana nokuthi yini okhetha ukuyenza — zimayelana nalokho okhetha ukungakwenzi. Yonke insiza ezinikele "enhleni yokuba nayo" iyinsiza eyebiwe kokuthi "okufanele ube nakho." Izinkampani eziwina isikhathi eside yizo eziqeqeshwe ngokwanele ukwazi umehluko.

Izifundo Zamabhizinisi Akhulayo: Ukwakha vs. Thenga vs. Bhalisa

Isaga se-Netflix-Warner Bros. sidlala ngamabhizinisi amancane kuwo wonke amasayizi, njalo ngosuku. Inkampani ekhulayo ye-e-commerce iphikisana ngokuthi ithole isimbangi noma itshale kweyayo impahla. I-ejensi yokumaketha icabangela ukuthenga ifemu encane ohlwini lwamakhasimende ayo noma ukwakha lobo budlelwano ngokuphila. Ukuqalisa kwe-SaaS kunesisindo sokuthola ithuluzi elihambisanayo uma kuqhathaniswa nokuhlanganisa nezinkundla ezikhona. Ukungezwani okuyisisekelo kuhlala kufana: yakha, thenga, noma bhalisa.

Kumabhizinisi amaningi amancane namaphakathi, imodeli ethi "bhalisa" isiphenduke impendulo ehamba phambili — futhi ngesizathu esihle. Kunokuba kwakhiwe amasistimu e-CRM angokwezifiso, izinkundla zama-invoyisi, amathuluzi okuphatha i-HR, namadeshibhodi ezibalo kusukela ekuqaleni (noma ukuzuza izinkampani eziwanikezayo), amabhizinisi esimanje aya ngokuya emukela izinkundla eziyimojuli ezihlanganisa lawa makhono. Lena iyona kanye indlela yokusingatha izinkundla ezifana ne-Mewayz, ehlanganisa amamojula ebhizinisi angaphezu kuka-207 - kusukela ku-CRM nama-invoyisi kuya kwabakhokhelwayo, i-HR, ukuphathwa kwemikhumbi, amasistimu okubhukha, kanye nezibalo - ibe yisistimu yokusebenza eyodwa. Esikhundleni sokuthola u-$83 webhiliyoni, amabhizinisi athola ikhithi yamathuluzi edidiyelwe kusukela ohlelweni lwamahhala.

Ukufana nesinqumo se-Netflix kuyafundisa. Njengoba i-Netflix inqume ukuthi ayidingi ukuba ngumnikazi i-Warner Bros. ukuze iqhudelane ngempumelelo, amabhizinisi amaningi awadingi akha noma ukuthenga wonke amandla okusebenza. Badinga ukufinyelela kulawo makhono ngendlela eguquguqukayo, enwebekayo, futhi engathuli "intela yokuhlanganisa" eyenza ukutholwa kube yingozi kakhulu. I-modular business OS iqeda inkinga yokwakha-vs-buy ngokuphelele ngokunikeza kokubili ububanzi nokujula ngaphandle kokuphatha amasistimu ahlukene.

Izindleko Ezifihliwe Zokunyakaza "Okuguqulayo"

Abahlaziyi bemidiya bachithe impikiswano enkulu ngeyinki yokuthi ngabe i-Netflix yenze ikholi efanele yini. Kodwa ukuhlaziya okuthakazelisa kakhulu kulele kulokho inkampani ekugwemayo. Ukube i-Netflix ithole i-Warner Bros., ibizozuza ifa elilinganiselwa ku-$43 billion esikweletini, izingxabano zenqola nabahlinzeki bezintambo, ibhizinisi le-TV eliwumugqa eliwohlokayo, uphiko lwezindaba (CNN) olunobunzima balo bezepolitiki nokusebenza, kanye nesigaba samafilimu waseshashalazini umnotho walo okhula ngokuba yinselele endaweni yangemva kobhubhane.

Ngayinye yalezi zinkinga ezizuzwe njengefa ibizodla ukunakwa kwezikhulu, izinsiza zobunjiniyela, kanye nezimali eziqondiswe yi-Netflix kunhloso yayo eyinhloko. Ubuholi benkampani ngokusobala baphethe ngokuthi izindleko zamathuba - abangakwazi ukukwenza ngenkathi behlanganisa i-Warner Bros. - yeqa inani lalokho ababezokuzuza.

Le calculus isebenza kuwo wonke umhlaba. Uma inkampani yabantu abangu-50 ichitha izinyanga eziyisithupha ihlanganisa amasistimu enkampani etholiwe, lezo izinyanga eziyisithupha ezingachithwanga ekuthuthukiseni umkhiqizo oyinhloko. Uma umsunguli enikela ngo-40% wesikhathi sakhe ekuphatheni iyunithi yebhizinisi elisha kusukela ekutholweni, leso yisikhathi esingaphansi ngo-40% kumakhasimende nemikhiqizo eyakha inkampani kwasekuqaleni. Ukutholwa okuyingozi kakhulu akukhona lokho okuhluleka ngendlela emangalisayo - yizona eziphumelela ngokwanele ukukhipha izinsiza unomphela ngaphandle kokuletha izinzuzo zoguquko.

Okushiwo Igagasi Lokuhlanganiswa Kwemidiya Ngesu Lebhizinisi

Umongo obanzi wale ndaba ubalulekile. Imboni yezokuzijabulisa ibhekene nokuhlanganiswa okubaluleke kakhulu kusukela enkathini yesistimu yesitudiyo yama-1930s kanye nama-1940s. I-Disney ibambe i-21st Century Fox ngama- $ 71 billion. I-Amazon ithole i-MGM ngama- $ 8.5 billion. U-Apple usebenzise imali engaphezu kwezigidigidi ezingama-20 ukwakha i-Apple TV+ kusukela ekuqaleni. Futhi manje i-Paramount iphishekela i-Warner Bros. nge-$111 billion. Isamba semali esisetshenziswe ku-M&A yabezindaba kusukela ngo-2019 sidlula amaRandi ayizigidi eziyizinkulungwane ezingama-300.

Le wave yokuqinisa ibonisa iphethini yezomnotho ebanzi: lapho izimboni zivuthwa futhi zikhula kancane, izinkampani ziphendukela ekuthengeni ukuze zikhiqize ukukhula ezingeke zisakwazi ukukuzuza ngokwezinto eziphilayo. Siyibonile le phethini kwezokuxhumana, amabhange, ezemithi, nabezindaba manje. Abaphumelele kulawa magagasi okuqinisa akuvamile ukuba babe abazuzi abakhulu kakhulu - izinkampani ezigcina ukucaca okucacile kuyilapho izimbangi zizikhandla ezimpini zokuhlanganisa.

Kumabhizinisi abuka ngaphandle kwemboni yezokuzijabulisa, isifundo sicacile. Ukukhula ngobuhle bokusebenza - imikhiqizo engcono, ukuzizwisa kwamakhasimende okungcono, umnotho weyunithi ongcono - kuhlala kudlula ukukhula ngokutholwa ngokuhamba kwesikhathi eside. Izinkampani ezitshala imali ngamakhono azo, zisebenzise izinkundla ezididiyelwe ukuze ziqondise ukusebenza, futhi zigcine isiyalo sokusuka ezithikamezweni "ezishintshayo" yizo ezibekezelayo. AbakwaNetflix bakuqondile lokhu. Ukuthi ingabe ukubheja okukhulu kwe-Paramount kuyakhokha kusazobonakala, kodwa amathuba omlando awavuni kumtholi.

Isiyalo Samaqhinga Njengenzuzo Yokuncintisana

Uhambo lokuhamba lweNetflix luka-$83 billion luzofundwa ezikoleni zamabhizinisi amashumi eminyaka. Hhayi ngenxa yenani ledola - nakuba lishaqisa - kodwa ngoba limele okuthile okuyivelakancane ngokwecebo lebhizinisi: inkampani eseqophelweni eliphezulu amandla ayo ekhetha ukuzithiba phezu kwesifiso sokuvelela. Ngokwesiko lebhizinisi elibungaza ukunyakaza kwesibindi, "10x thinking," kanye ne-pivots ephazamisayo, i-Netflix ibonise buthule ukuthi umnyakazo onamandla kakhulu ngezinye izikhathi awunyakazi nhlobo.

Kubanikazi bamabhizinisi nabaqhubi kuzo zonke izikali, okuthathwayo kuyasebenza. Hlola izinhlelo zakho zamanje usebenzisa ilensi "kufanele ube nayo". Khomba amaphrojekthi, amathuluzi, ubambiswano, kanye nokutshalwa kwezimali okusheshisa ngokuqondile umgomo wakho oyinhloko - futhi ube nesibindi sokusika noma ukubekela yonke enye into ebalulekile. Hlanganisa izitaki zakho zokusebenza ezinkundleni zokuxhumana ezikhula nawe esikhundleni sokutholwa okukuthwalisa kanzima. Futhi khumbula ukuthi idola ngalinye kanye nehora ngalinye linezindleko zethuba. Izinsiza ozibophezela kokuthi "okumnandi ukuba nazo" ziyizinsiza ezingatholakali unaphakade kulokho okubaluleke ngempela.

Ekugcineni, isinqumo se-Netflix besingaqondene nhlobo ne-Warner Bros. Bekumayelana neNetflix yazi kahle ukuthi iyini, idingani, nokuthi yini engayifuni. Lokho kucaca — okulula ukukuchaza, okunzima ngokudlulele ukukugcina — kuyinzuzo enkulu yokuncintisana kunoma iyiphi imboni, kunoma yisiphi isikali.

Imibuzo Evame Ukubuzwa

Kungani i-Netflix iphume esivumelwaneni se-Warner Bros sika-$83 billion?

I-Netflix kubikwa ukuthi inqume ukuthi ukuzuza i-Warner Bros. Discovery bekungabalulekile ngokwecebo naphezu kwamagama ayo adumile afana no-Batman, u-Harry Potter, ne-HBO. Umdondoshiya wabeka phambili ukuziphatha kwezezimali kunokunwetshwa ngokutholwa, okuphakamisa ukuthi ukwakha okuqukethwe kwasekuqaleni nokugcina kugxilwe ekusebenzeni kunikeza inani elingcono lesikhathi eside kunokumunca iqoqo lezindaba lefa elikhulu elinezibopho ezibalulekile zezikweletu.

Sisho ukuthini isinqumo se-Netflix ngekusasa lokuhlanganiswa kokusakaza bukhoma?

Ibhidi ehlulekile ikhombisa ukuthi nabadlali abasakaza abakhulu baqaphela kakhulu mayelana nokuhlanganisa ama-mega. Esikhundleni sokuthola izimbangi ngamanani e-premium, izinkundla zingagxila ekukhuleni kwezinto eziphilayo, ukusebenzisana kwamasu, kanye nokutshalwa kwezimali kokuqukethwe okuhlosiwe. Lokhu kushintshela ekusetshenzisweni kwemali ngendlela ehlelekile kungalungisa kabusha indlela izinkampani zokuzijabulisa ezibhekana ngayo nokuhlanganiswa emakethe ekhula ngokuncintisana nenganaki kakhulu.

Amabhizinisi amancane angafunda kanjani esiqondisweni samasu se-Netflix?

Isinqumo se-Netflix sibonisa ukuthi ukuthi "cha" emathubeni abukeka akhanga kungaba isu lebhizinisi elinamandla. Abanikazi bamabhizinisi amancane bangasebenzisa lesi siyalo ngokugxila kumathuluzi aqhuba ukukhula ngokweqiniso. Amapulatifomu afana Mewayz anikezela nge-OS yebhizinisi engamamojula angu-207 eqala ku-$19/mo, esiza osomabhizinisi bahlanganise imisebenzi ngaphandle kokwandisa izinsiza ekutholweni okungadingekile.

Kwenzekani ku-Warner Bros. Ukutholwa ngemuva kokuwa kwebhidi ye-Netflix?

I-Warner Bros. I-Discovery manje ibhekene nengcindezi eqhubekayo yokunciphisa umthwalo wayo omkhulu wesikweletu futhi ifakazele ukusebenza kwayo ezimele. Inkampani kufanele ikhombise ukuthi inkundla yayo yokusakaza ehlanganisiwe, ukukhishwa kwetiyetha, nezimpahla zethelevishini eziyifa zingakhiqiza ukukhula okuzinzile ngokuzimela. Abahlaziyi bemboni baphakamisa ukuthi i-WBD ingase ihlole okunye ukusebenzisana noma ukuhlela kabusha amasu okuqinisa isikhundla sayo sokuncintisana endaweni yezindaba ethuthukayo.