Interesting comment from $HAS call:
"Going forward, we're breaking ground on new media models and partnership with...companies like Netflix where we'll have a whole new entertainment initiative coming next year."
NFLX will need content in 2020 when DIS shifts content in house.
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Replying to @nachkari
MAT also has IP and you could see the gaming cos. developing stream content for some of the franchises/IP they own.
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Replying to @nachkari
Don't know off the top of my head who the big anime/manga owners are. WWE is a possibility but they already have their own SVOD offering and to a certain extent the market is already valuing their content.
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Toy companies are becoming content companies.
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Replying to @Molson_Hart @nachkari
Hasbro 80s cartoon model. Launch a cartoon series to drive toy sales.
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Children's book angle was pioneered by Jellycat. Basically, this stuff becomes critical now that the store's shelf has become irrelevant.pic.twitter.com/vnzxtzwORK
2:44 PM - 24 Apr 2019
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