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
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.