The market competition between Netflix and Pepsi is far from over.

But people with a little brain can basically see the development trend.

The giant Pepsi is dying step by step.

Netflix, a new company, is rising unstoppably!

Everything, it's just a matter of time!

Two years ago, who would have dared to imagine such a situation?

At that time, Peskind was valued at $36 billion! It was a big trump card under Viacom, and it was a big weapon for Lei Shidong to try to monopolize Hollywood in disguise!

The result?

Two years later, Passcard was broken up by Viacom, and its market value had fallen below $10 billion.

I saw him rise up a tall building, and I saw him collapse.

Netflix, a small website that was unknown and even faced bankruptcy and couldn't survive, rose rapidly after taking refuge in Donn, and seemed to have the power of sunrise and morning light, changing the sky and calling for dawn.

Although the competition between Netflix and Pepsi is only a small market for disc rental, the confrontation between emerging Internet companies and traditional enterprises is so fast and fierce that the whole United States is eye-catching.

Now, Donn has come up with a new idea - what would happen if Netflix competed with Starz, the hottest TV station at the moment?

One is the emerging Internet company, and the other is the traditional TV industry.

Could it be ......

Tang En looked at the change of faces of everyone in the conference room, and simply said calmly: "I'm not afraid to tell you that if there really is that day, Starz TV will die without a place to be buried! If you seize the time to transform and tilt towards the Internet business, maybe...... There will also be a trace of living space. ”

HBO in the previous life is a living example.

After Netflix launched "House of Cards" and started the production of self-made dramas, the number of HBO users, revenue, and influence have plummeted.

It wasn't until the launch of streaming platforms such as HBO_no and the maintenance of conscience boutique dramas such as "Game of Thrones" and "Westworld" that the downward trend was barely maintained.

But there is no longer any possibility of growth.

"Won't it?"

Barry Diller's face was shocked.

"Won't?" Donn shook his head disappreciatively, "If there really is such a day, let alone Starz TV, the entire United States, all cable TV stations, will be affected by extremely severe impact! ESPN, MTV, and even our USA will all bear the risk of going out of business!"

Donn's judgment has always been accurate.

Although many people do not agree with his remarks, he is Donn Walker!

With his understanding of the Internet, television, and film and television entertainment, he may not be able to ...... It's really possible to happen.

"Doesn't that mean...... Netflix will hit the entire television industry?" Jeff Zucker looked ugly.

Tang En said in a deep voice, "That's right. ”

Barry Diller questioned, "So why did we buy Discovery Channel?"

"First of all, the TV industry has a very strong ability to make money, and even if it encounters the impact of the Internet, it will take decades to really finish. This time is enough for us to earn back the amount we invested. In addition, after the bottleneck of network speed is broken and the online streaming media business rises, there are still three types of TV stations, which will have a guarantee of survival. ”

"First of all, it's free-to-air TV stations like NBC, ABC, CBS. Streaming also has to be charged, free products, competitive at all times. And then there's the strategy I've created for Starz TV to launch high-quality content! At the end of the day, it's all about streaming and TV. As long as Starz TV can have an absolute content advantage, it will naturally have a pure land for survival. ”

Robert Iger, Bill McNick, Jeff Zucker, Chris Albrecht and others suddenly realized.

They thought that Tang En had firmly established the high-quality route of Starz TV, which was a firm implementation of the "explosive strategy". As it turned out, it was a great success.

Unexpectedly, there was such a deep-seated intention behind Tang En's layout.

It's one step, three steps!

Bill McNick's opinion of himself suddenly loosened in his mind.

Don's business acumen is so clear, and his strategic logic is so clear, that he questions his strategy...... Could it be wrong?

In any case, the success of Netflix is indeed impressive!

Not only that, but Blizzard seems to be following in the footsteps of Netflix and rising strongly!

Blizzard's large-scale online game "World of Warcraft" will be tested in North America in two months, will it really explode in the United States?

Tang En ignored everyone's admiring expressions and continued: "The third type of TV station that can withstand the impact of the streaming media business is the exploration channel. Of course, it doesn't mean that it will be as stable as ever, at least it won't be so damaged. The average daily viewership of the Discovery Channel in the United States is less than 0.6%, which is a disadvantage and an advantage to withstand the onslaught of future streaming. ”

"The United States is at the forefront of Internet development, relatively speaking, Europe is much behind, of course, including South America, Africa, South Korea, Japan, Hong Kong and Taiwan. In these countries and regions, the vitality of TV stations is still strong, and the main profit model of exploring communication channels is to make small profits and quick turnover, and roll them out in an all-round way. ”

"Of course, I'm talking about the new operational strategy that we will implement after we acquire Discovery Channel. With this in mind, it is possible to do this within six to seven years...... $3 billion in annual profits!"

Don's bold remarks almost made everyone present drop their jaws.

That's an exaggeration, isn't it?

New Global's acquisition of Discovery Channel, estimated cost ...... That's $3.5 billion.

But Donn said that the annual profit of Discovery Communications could reach $3 billion in six years...... Isn't this the same as picking cabbage?

Jeff Zucker echoed: "I agree! If the potential of the Exploration Channel is really brought into play, the profitability will be no less than that of large public television networks such as ABC and NBC." Don't forget, whether it's ABC, CBS, or NBC, they're targeting the U.S. audience, and the Discovery Channel is the world!"

Such a beautiful corporate blueprint dissipated the cold water of Bill McNick's initial skeptical remarks, and the atmosphere in the conference room became warm again.

At this time, Don can really elaborate on his emerging Internet thinking.

"Okay, let's talk about the interactive entertainment department. ”

Don looked at Bill McNick and found that his face was very embarrassed, and he showed a look of shame.

Don ignored it and continued: "The traditional economic model is that companies must be profitable in order to be recognized. That's true, but it's not in line with internet thinking. What is Internet thinking? It is an investment in imagination! The emerging economic model is to take imagination as the foundation, constantly explore, and constantly expand the margin. ”

"It's normal to hit a wall a lot in the process. During the bubble crisis in the past few years, thousands of Internet companies went bankrupt. However, this does not mean that the thinking of Internet innovation is wrong. New Globe Group is a company based on film and television entertainment, but we must not fall behind on the road of imagination. Otherwise, the today of Beskind is likely to be the tomorrow of New Universal!"

This is not alarmist.

After the birth of new media companies such as Netflix, Google, Facebook, and Amazon, traditional media companies have been severely impacted.

Viacom is finished, News Corp is finished, and Time Warner is packaged for sale.

Disney and Comcast are struggling to survive, and both have embarked on a series of large-scale asset consolidations in an attempt to survive.

Disney acquired Twentieth Century Fox for more than $70 billion, and Comcast also offered a sky-high price to invite European TV giant SKY TV Network to merge and merge......

To put it bluntly, it is a huddle in the cold winter to keep warm.

The conference room was silent, listening to Don explain his philosophy—

"For example, let's talk about Amazon. Amazon has been on the market for so many years, losing money every year, raising money every year, or issuing bonds. According to traditional business logic, such a company should have closed down a long time ago, right? Even if it didn't go bankrupt, it would have to struggle to support itself and be on the verge of death. ”

But in fact, Amazon's market value now exceeds $20 billion! After surviving the bubble crisis, Amazon's stock price is rising. Why? Why does Amazon have such a strong acceptance from investors and the market? The reason is simple, as I have already said, it is an investment in imagination!"

"Amazon spends a huge amount of money on R&D every year, and I'm a shareholder of Amazon, so I know some data. This year's Amazon has spent $4.7 billion on R&D, three times that of us! They are exploring emerging businesses such as e-commerce technology, machine learning, unmanned vending, drones, artificial intelligence, and rocket launches. ”

"Of course, these businesses may not all be successful, but these are all imaginative projects that can change the world! Suffice it to say, if one day Amazon gives up the pursuit of imagination and chooses to make a profit, then the growth of market capitalization will flatten out. ”

"What are investors really optimistic about? Is it the profitability of the enterprise? No, no, no, Pepsi's profitability is 100 times that of Netflix! But investors' confidence in Netflix has long since crushed Pepsi. Why? Investors are actually investing in the size of the imagination of the enterprise!"

Tang En paused for a moment and said slowly: "New Globe wants to make a profit, it wants to make money, this is understandable. However, we must not lose our imagination. The interactive entertainment department represents the brand value of New Universal, as well as the hope for the future! Whether it is $1 billion or $10 billion, I will unswervingly promote the imagination of the interactive entertainment department!"

Kevin Turner's eyes were moist, and tears were almost rolling down his face.

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