Netflix is an existential threat to nobody in this space. You can tell which analysts are actual gamers & which are people with no actual experience in this space. Gamers go towards high quality content and I highly doubt Netflix can deliver content better than they do. They’ll burn through money and give up. $NFLX, Netflix, Inc. / H1 GameStop $GME fell after the news. GME is buying warehouses instead of building an online presence. $GME, GameStop Corporation / H1 Bullish call:Most normies dont care about quality. Sure,you may not call Karen with her iPhone and 5000 hours candy crush experience a gamer but technically speaking she creates more revenue for the dude that made candy crush (cant tell me it takes more than one basement dweller to weld that crapheap together over a weekend) than you with your 400 AAA game steam library.If Netflix creates garbage mobile games catering to the lowest IQ consumer (just like they already do with the boatloads of unwatchable garbage they release as video) they'll outpace Activision / EA and most others in revenue within a year.I for one cant wait for the yearly installment of "p2w battle royal wakanda micro-transaction waiting time simulator lootbox electric boogaloo" .Takeaway: learn from Google's mistakesGoogle’s failed try at video games showed that you can’t just buy your way into the video gaming industry. Gamers are very selective to which games they invest their time with.notes via a user