Strategy question

Should Google build a video streaming service to compete with Netflix, Disney+, PrimeVideo, and Hulu? If yes, outline the strategy.

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What this question tests

Tests strategic reasoning, assessing market attractiveness and a company's right to win before recommending entry.

How to approach it

  1. Note that Google already competes here through YouTube, YouTube TV and Play Movies, so a new service competes with its own portfolio too.
  2. Assess the market: streaming is saturated with a content-cost arms race, and differentiation is hard without owned IP.
  3. Assess Google's advantage: distribution through Android, Chromecast and YouTube's 2B-plus users, plus ad-tech, but a weak owned-content library versus Disney or Netflix.
  4. Recommend against a new subscription originals service; extend YouTube's ad-supported model instead, FAST channels and YouTube TV bundling, which plays to Google's actual strengths.
  5. Flag the risk of cannibalizing YouTube TV subscribers and the ongoing cost of content licensing.

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