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Can Gaming Become the Next Revenue Pillar for Netflix Stock?
Can Gaming Become the Next Revenue Pillar for Netflix Stock?

Yahoo

time02-07-2025

  • Business
  • Yahoo

Can Gaming Become the Next Revenue Pillar for Netflix Stock?

Netflix NFLX offers games to keep its audience engaged. The streaming giant serves more than 300 million paid households, offering ample engagement opportunities through its 'no-cost' gaming titles. Netflix focuses on offering immersive narrative games based on its content, with the most recent example being the launch of Squid Game: Unleashed, which came alongside the release of Squid Game Season 3. Even non-members can play the game — a strategic move to attract new users to Netflix's company is focusing on mainstream titles like Grand Theft Auto and expanding into kids' games with the launch of the Peppa Pig game. Moreover, socially engaging party games represent a category that Netflix plans to penetrate over the long plans to invest in game development, but in a measured way. Over the long term, the company expects games to generate roughly $140 billion in consumer spending, excluding ad engagement trends driven by a more diverse entertainment offering and a strong games portfolio bodes well for Netflix's prospects. For the second quarter of 2025, NFLX forecasts revenues to increase 15.4% (+17% F/X neutral) to $11.035 billion. Netflix continues to forecast 2025 revenues of $43.5-$44.5 billion, which assumes healthy member growth, higher subscription pricing and a rough doubling of ad revenues. Netflix faces stiff competition from players like Take-Two Interactive TTWO and Electronic Arts EA. Take Two Interactive benefits from a solid portfolio that includes NBA 2K25/2K24, Grand Theft Auto Online, Toon Blast, Empires & Puzzles, Red Dead Redemption 2 and Words With Friends. Take-Two Interactive's future release slate holds significant growth potential. The announced lineup includes major titles spanning multiple genres. The titles include Mafia: The Old Country, Borderlands 4, NBA 2K26, WWE 2K26, CSR 3, Civilization VII for Switch, and the immensely anticipated Grand Theft Auto VI, scheduled for May Arts expects continued growth in live services, as well as the launch of new non-annual titles in fiscal 2027. Its popularity is primarily driven by its well-known franchises, which will continue to fuel the top line. EA SPORTS titles, along with Madden NFL, The Sims and Apex Legends, are some of its biggest franchises. Electronic Arts is positioned for strong growth with two major franchise launches in fiscal year 2026 — Battlefield and Skate. NFLX shares have appreciated 45.7% year to date, outperforming both - Zacks Consumer Discretionary sector's return of 11.8%, as well as the Zacks Broadcast Radio and Television industry's 37.7%. Image Source: Zacks Investment Research From a valuation standpoint, Netflix trades at a premium with a forward 12-month P/S ratio of 12.11X compared with the broader sector's 2.32X. NFLX has a Value Score of D. Image Source: Zacks Investment Research The Zacks Consensus Estimate for NFLX's 2025 earnings is pegged at $25.32 per share, unchanged over the past 60 days. This indicates a 27.69% increase over 2024's reported figure. Netflix, Inc. price-consensus-chart | Netflix, Inc. Quote Netflix currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Netflix, Inc. (NFLX) : Free Stock Analysis Report Take-Two Interactive Software, Inc. (TTWO) : Free Stock Analysis Report Electronic Arts Inc. (EA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Hades couldn't save Netflix Games. Are mobile games doomed?
Hades couldn't save Netflix Games. Are mobile games doomed?

Stuff.tv

time28-06-2025

  • Entertainment
  • Stuff.tv

Hades couldn't save Netflix Games. Are mobile games doomed?

For the longest time, the iPhone was my favourite games platform. In fact, I considered it the greatest gaming device I'd ever owned. Which probably sounds bonkers if you've spent your life welded to an Xbox or PlayStation gamepad. But for me, mobile gaming rekindled something I'd long felt lost. These days, though, Netflix Games has me wondering if mobile gaming's magic is gone for good. Let's rewind. My formative gaming years were during the 8-bit era. People donning rose-tinted specs would have you believe everything back then was amazing and new. It wasn't. The market was rife with rip-offs. You'd see games like Munch Man that featured a legally dubious yellow blob eating dots and evading monsters. But the industry was young and IP owners hadn't yet learnt to throw lawyers at pretenders. Still, it was also a golden age of experimentation, in part because so little had come before. Combined with the severe limitations of early platforms, you had an industry where game creators were freed to get weird. And they often did. It was dizzying, chaotic, and properly exciting. Level up Play Rhythm Tengoku. If this doesn't make you smile, you are DEAD INSIDE. As the years rolled by, I grew more jaded. Part of that's just getting older. But I'd look at a PlayStation and wonder whether everything really had to be in 3D. And as creator teams and budgets ballooned, it felt like creative risks were sidelined. I still bought consoles. My beloved Dreamcast. An Xbox that may as well have had its disc tray welded shut once the magnificent OutRun 2 was safely inside. But it was handhelds that reawakened my love of gaming, especially when they did something that dared to be different. The GBA was a SNES in disguise but nonetheless gave rise to deeply weird games like Rhythm Tengoku and WarioWare: Twisted! The DS was mocked by people for daring to be inclusive, but I loved how it blew up convention with its stylus and touchscreen. And then the iPhone arrived, and it was only a touchscreen. Stream time Play Eliss Infinity. A gorgeous iPhone game perfect for the touchscreen. Alas, long gone. For games, the lack of conventional controls was a problem. Yet smart devs embraced limitations, just as they had in gaming's earliest days. In Apple terms, they really did 'think different'. Gradually, though, enthusiasm was chipped away from creators and players alike as app stores trained everyone that mobile games should be free-to-play IAP-infested monstrosities. Buzz was killed in the name of whales and giants. The last throw of the dice has been mobile gaming as a service. Apple Arcade pitched itself as an HBO Max of gaming before freaking out about retention and heavily pivoting towards casual games with IAPs ripped out. Then Netflix Games, lurking for years, made an audacious play. Included with even the cheapest subscription, it pulled in original titles, Netflix tie-ins, and big names. Street Fighter. Civilization. Braid. Monument Valley. Hades. GTA. Football Manager. World of Goo. Teenage Mutant Ninja Turtles. And, er, Hello Kitty. Game over Play Poinpy. Great. Also: long gone. Removed from Netflix Games in June 2025. On paper? Brilliant. In practice? Not enough. Over the past year, Netflix Games has had a tumultuous time, shedding and cancelling games. This week, What's on Netflix reported a full fifth of the library is being pulled, including Monument Valley – which only launched on the service in December – and Hades, one of its best games. Turns out, Netflix is not immune to churn in games any more than films and TV shows. And with devs long cool on mobile and 'all you can eat', I wonder what's next. For Netflix, the linked report suggests the company will perform its own pivot – to 'big screen' games and away from mobile releases, which will be confined to occasional, safe, predictable fare for casual gaming and kids. Sound familiar? Because, ultimately, it always comes back to money. Players don't want to pay for mobile games. Publishers and services are tired of footing the bill for prestige titles no one notices. 12 years ago, I warned on this very site that if we don't pay for what we love, we'll be left with garbage. On mobile, we're nearly there, knee-deep in shovelware, and waving goodbye to the good stuff.

Now Nobody Will Remember When Netflix Had Great, Free Games
Now Nobody Will Remember When Netflix Had Great, Free Games

Gizmodo

time25-06-2025

  • Entertainment
  • Gizmodo

Now Nobody Will Remember When Netflix Had Great, Free Games

For several years, Netflix offered subscribers the ability to play some truly great games on their phones. No matter what tier they paid for, subscribers could play games like Hades and the original three 3D Grand Theft Auto titles from the PS2 era. Netflix did such a poor job of letting subscribers know it was available, and now the good times are coming to an end. Some of the best games promoted by the streaming service will exit stage left in less than a week's time. Netflix is planning to drop all three Monument Valley games alongside indie darlings like Braid: Anniversary Edition, Hades, and Katana ZERO. Other odd, time-sucking mobile games like Rainbow Six: SMOL are ending as well. Some games, like Hades, will no longer be playable on July 1, though other games will take longer to meet their demise. Some players had very little time to spend with these titles. Monument Valley 3 has only been playable on Netflix since 2024. Engadget first reported on the full list of games leaving the platform, though we don't have exact dates for when every game will call it quits. We reached out to Netflix to confirm how many games are leaving and when, and we'll update this post when we hear back. The full list includes: Some of these games, like Poinpy, Katana Zero, and Death's Door, may make it to mobile as premium titles, or at least that's according to publisher Devolver Digital in a statement to The Verge. Either way, it's a sign Netflix's gaming arm is further heading in the wrong direction, especially since so few customers even know the streamer has a division focused on games. The gaming titles show up front and center on the Netflix phone app, though despite its broad selection of games available free to subscribers, customers either didn't know or didn't care for the streamer's gaming offerings. Part of the issue was marketing. Netflix initially struggled to show players where to get these games. Users had to search in the Google Play Store or iPhone App Store to procure these titles. Then, even as Netflix threw money at studios like Night School, the developers of Oxenfree, and ported games like Street Fighter IV and Civilization VI to mobile, it still struggled to let users know the platform had any games available. The streamer's gaming arm took a major shift earlier this year. It reportedly closed down a 'AAA' studio helmed by industry veterans and laid off the staff at Night School just two years after acquiring it. Netflix brought on former Epic Games VP of game development, Alain Tascan, who told The Verge the platform needed to 'find its voice.' That meant focusing on tie-in games based on Netflix reality shows, party games, and games for kids. In April, Netflix promoted Thronglets, a game based on the show Black Mirror. There's no word if this change in plans will affect development of cozy life sim Spirit Crossing, an original title by Spry Fox—a developer Netflix acquired back in 2022. I have not played Thronglets or other tie-in games like Squid Game: Unleashed, but that's because the games don't interest me in the slightest. There may be a market for interactive fiction based on Netflix's reality shows, but without any unique titles that hit at the gamer crowd, will Netflix be able to truly market itself as a gaming platform? Netflix started its game journey with a heap of money but without a solid plan to use it. Tascan has said he wants to make some of these games playable directly from the Netflix app, rather than needing to download and play them separately. The only version of Hades available on mobile could not fit that bill, unfortunately. What made Netflix's gaming so nice was that it greatly limited the overt nickel-and-diming that plagues most mobile titles in favor of easy, streamlined experiences. The streamer failed to let subscribers know these titles were available. Now, those same customers will never know they missed out.

List of 20 Netflix titles vanishing from app forever in days as millions of subscribers told to try them before they go
List of 20 Netflix titles vanishing from app forever in days as millions of subscribers told to try them before they go

The Irish Sun

time25-06-2025

  • Entertainment
  • The Irish Sun

List of 20 Netflix titles vanishing from app forever in days as millions of subscribers told to try them before they go

NETFLIX is pulling the plug on over 20 games - including fan favourites like Hades, Carmen Sandiego and the Monument Valley series. Subscribers have been given a 'Last day to play' notice before the titles vanish from the platform in the coming weeks. 2 Netflix Games is removing over 20 games Credit: Getty Netflix Games has had a rocky nine months, with executive changes, cancelled projects and soon, the removal of games from both its mobile and TV libraries. It was recently announced that 22 games - nearly 20 percent of Netflix's mobile game library - will be axed on July 15. July 14 is subscribers' 'Last day to play'. Hades, Monument Valley (all three titles), Carmen Sandiego, Ludo King and Rainbow Six: SMOL are among the most popular Netflix games set to be cancelled. Read more tech news A full list is available below. Some of these games are still fairly new - Carmen Sandiego, for example, only joined the platform in January. Monument Valley 3 launched as a major Netflix exclusive, but is now set to move to other platforms. Several planned game releases - including Crashlands 2, Tales of the Shire and Don't Starve Together - have also been scrapped. Most read in Tech The company first started adding video games to its catalogue of streaming TV shows and films in 2021. Co-CEO Gregory Peters said in April that Netflix Games had made "decent progress" but remained on a "multiyear iterative journey". Netflix reveal huge list of movies and TV shows being axed next month – with some children's favourites in the mix It comes as the streaming giant has confirmed plans to launch Clash of Clans and Clash Royale have dominated app stores for years - with over 65 million and 18 million monthly players respectively. They will soon be transformed into a television show. The series is in "early pre-production", but no release date has been given. Supercell, the Finnish company behind the games , is directly involved in the production of the series. But Clash is not the first animated series to land on Netflix. The platform already hosts Arcane, based on Riot Games' smash hit League of Legends. Other popular Netflix animations include Devil May Cry, Blue Eye Samurai, Jurassic World: Camp Cretaceous and Sonic Prime. Netflix is axing over 20 games in July 2025 These games are set to leave: Battleship Braid, Anniversary Edition Carmen Sandiego CoComelon: Play with JJ Death's Door Diner Out: Merge Cafe Dumb Ways to Die Ghost Detective Hades Katana Zoo Lego Legacy: Heroes Unboxed Ludo King Monument Valley Monument Valley 2 Monument Valley 3 Rainbow Six: SMOL Raji: An Ancient Epic SpongeBob: Bubble Pop F.U.N TED Tumblewords The Case of the Golden Idol The Rise of the Golden Idol Vineyard Valley 2 Netflix Games has made 'decent progress', said co-CEO Gregory Peters in April Credit: Getty

List of 20 Netflix titles vanishing from app forever in days as millions of subscribers told to try them before they go
List of 20 Netflix titles vanishing from app forever in days as millions of subscribers told to try them before they go

Scottish Sun

time25-06-2025

  • Entertainment
  • Scottish Sun

List of 20 Netflix titles vanishing from app forever in days as millions of subscribers told to try them before they go

Scroll down to discover which games are being axed NET STICKING AROUND List of 20 Netflix titles vanishing from app forever in days as millions of subscribers told to try them before they go Click to share on X/Twitter (Opens in new window) Click to share on Facebook (Opens in new window) NETFLIX is pulling the plug on over 20 games - including fan favourites like Hades, Carmen Sandiego and the Monument Valley series. Subscribers have been given a 'Last day to play' notice before the titles vanish from the platform in the coming weeks. Sign up for Scottish Sun newsletter Sign up 2 Netflix Games is removing over 20 games Credit: Getty Netflix Games has had a rocky nine months, with executive changes, cancelled projects and soon, the removal of games from both its mobile and TV libraries. It was recently announced that 22 games - nearly 20 percent of Netflix's mobile game library - will be axed on July 15. July 14 is subscribers' 'Last day to play'. Hades, Monument Valley (all three titles), Carmen Sandiego, Ludo King and Rainbow Six: SMOL are among the most popular Netflix games set to be cancelled. A full list is available below. Some of these games are still fairly new - Carmen Sandiego, for example, only joined the platform in January. Monument Valley 3 launched as a major Netflix exclusive, but is now set to move to other platforms. Several planned game releases - including Crashlands 2, Tales of the Shire and Don't Starve Together - have also been scrapped. The company first started adding video games to its catalogue of streaming TV shows and films in 2021. Co-CEO Gregory Peters said in April that Netflix Games had made "decent progress" but remained on a "multiyear iterative journey". Netflix reveal huge list of movies and TV shows being axed next month – with some children's favourites in the mix It comes as the streaming giant has confirmed plans to launch an animated TV series based on two of the world's most popular video games. Clash of Clans and Clash Royale have dominated iPhone and Android app stores for years - with over 65 million and 18 million monthly players respectively. They will soon be transformed into a television show. The series is in "early pre-production", but no release date has been given. Supercell, the Finnish company behind the games, is directly involved in the production of the series. But Clash is not the first animated series to land on Netflix. The platform already hosts Arcane, based on Riot Games' smash hit League of Legends. Other popular Netflix animations include Devil May Cry, Blue Eye Samurai, Jurassic World: Camp Cretaceous and Sonic Prime. Netflix is axing over 20 games in July 2025 These games are set to leave: Battleship Braid, Anniversary Edition Carmen Sandiego CoComelon: Play with JJ Death's Door Diner Out: Merge Cafe Dumb Ways to Die Ghost Detective Hades Katana Zoo Lego Legacy: Heroes Unboxed Ludo King Monument Valley Monument Valley 2 Monument Valley 3 Rainbow Six: SMOL Raji: An Ancient Epic SpongeBob: Bubble Pop F.U.N TED Tumblewords The Case of the Golden Idol The Rise of the Golden Idol Vineyard Valley

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