Subscription gaming has yet to hit critical mass – but it could be one of gaming's next big disruptors. Take a deep dive into Netflix's approach to games and advertising. Plus, get a breakdown of the growth strategies used by today's biggest gaming companies. TAKEAWAYS Netflix is taking a conservative approach to gaming, focusing on high-ROI opportunities. The adoption of gaming on streaming platforms has been slow due to differences in intent. Netflix is doubling down on becoming an ad network and growing their ads business. The expansion into gaming and ads presents expansion opportunities for Netflix. Netflix has the potential to enter the ads space by leveraging their personalization and data. EA's slow, steady growth strategy revolves around live services and their sports franchises. Microsoft's acquisition of Activision-Blizzard indicates a strategic expansion to reach gamers. Microsoft's shift to a content-focused strategy reflects changing games industry dynamics. Subscription services like Game Pass offer a way to expand distribution and monetization. CHAPTERS 00:00 – Opening remarks and introduction 04:15 – Netflix and subscription-based gaming 11:02 – Netflix: Advertising king in the making? 17:25 – Electronic Arts’ steady growth strategy 21:02 – Microsoft’s new content-first growth strategy 30:59 – Closing remarks and sponsor message