As we wrote in September of last year, Netflix (tkr: NFLX), Should Acquire Video Game Publishers. Netflix teased a video game strategy on tonight’s earnings call. Disney (tkr: DIS), proved the model on the feature film side with acquisitions of Pixar, Marvel and Lucasfilm. The video game space will prove no different. After all, hit franchises are what drives engagement whether it be feature films, TV content or the gaming space. Microsoft knows that content is king as demonstrated by its recent $7.5 billion acquisition of ZeniMax Media, parent of Bethesda Games. We believe Netflix will soon follow suit.

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