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JustValue
@justvalue2
, 5 tweets, 3 min read Read on Twitter
How will the global economic order change by 2050?
(source: pwc.com/gx/en/world-20… by @PwC)
Highlights:
1) Global economic growth will be driven by emerging market economies, which will gradually increase their share of world GDP over time
2) Emerging markets will dominate the world’s top 10 economies in 2050 (GDP at PPPs)
3) The US and Europe will steadily lose ground to China and India
4) Global economic power will shift to the E7 economies
5) Today’s advanced economies will continue to have higher average incomes, but by 2050 emerging economies should make good progress towards closing this gap
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JustValue
@justvalue2
Deloitte's digital media trends survey (US)www2.deloitte.com/insights/us/en…
Some highlights:
- Streaming services penetration (69%) has finally surpassed pay TV services (65%). This difference increases for new generations (they even prefer streaming music services rather pay TV services)
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- Consumers subscribe to an average of 3 paid streaming video services. The primary reason consumers choose a particular streaming video service is access to original content (57% of all respondents and 71% among millennials)
Read 4 tweets
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JustValue
@justvalue2
Open thread about Netflix ($NFLX). Netflix seems to be an astonishing business but would it be able to achieve market expectations?
Below some positive (P) and negative (N) points
(no advice, just food for open discussion)
POSITIVE POINTS (P):
P.1. Netflix is a highly replicable and scalable business within a trillion-dollar industry (i.e. huge total addressable market) and it has proven to be able to globally expand and compete.
P.2. Netflix has demonstrated to be able to successfully adapt its business model (from renting DVD by mail to streaming video service) and to anticipate threats and competitive landscape’s changes (e.g. current focus on original content vs licensed one)
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