April, 2022 - Products and Businesses

Intellectual Property (IP) is king in OTT/SVOD

Post author:Nikhil Varshney
Post published:April 24, 2022
Post category:Product Growth stocks and investments
Post comments:3 Comments

Bad week for Netflix and other OTT companies as shares tumbled after Netflix Q1 earnings report. Well, losing subscribers is not the only problem Netflix has. They don't have an IP. Let us understand more on IP and its importance in today's OTT business. IP = Love = Revenue

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Unity and Meta – A formidable combination, it’s a win-win

Post author:Nikhil Varshney
Post published:April 7, 2022
Post category:Product Growth stocks and investments
Post comments:3 Comments

Unity software is on a staggering journey growing their revenue over 40% CAGR for last 5 years. Their Metaverse vision to build RT3D content and their control over creator market in gaming makes them a perfect candidate for Meta (FB) to acquire. I explore the opportunity for M&A of Unity and Meta.