[기업전략] 아마존은 넷플릭스를 인수해야 하는가

소개

MBA 재학 시절 하버드에서 후원하는 Global Competition에 참가 시 제출했던 자료입니다.
주제는 '아마존은 넷플릭스를 인수해야 하는가?'였고, 각 기업의 비즈니스 모델 비교, SWOT 분석, 재무분석(DCF Valuation) 등을 통해 결론을 도출했습니다.
경영학과 과제 중 유사 과제가 많을 것이라 생각이 되고, 과제 수행에 해당 자료가 많은 도움이 되리라 생각합니다.
모두 영문으로 된 자료입니다.

목차

1. Executive Summary

2. Market Analysis

3. Corporate Analysis
1) Netflix
2) Amazon

4. Financial Due Diligence

5. Non-financial Due Diligence

6. Conclusion

7. Appendix

8. Reference list

본문내용

In the past, people enjoyed contents in the traditional way that contents transmitted over broadband network/satellite waves are consumed on TVs, such as through set-top boxes. Recently, however, it has been changed to consume through various devices such as smart phones, tablets, PCs and smart TVs through the internet network(IP).

The global content market is growing rapidly. The number of OTT(SVOD, Subscription Video On Demand) subscribers in 2017 was 366 million, exceeding 474 million in 2018. It is expected to reach 777 million in 2023(CAGR of 13.4%). As a result, the global OTT service market is expected to grow from $33.07 billion in 2017 to $74.49 billion in 2023, at a CAGR of 14.5%.

The global digital broadcasting(TV shows/dramas) market size grew from $243,389 million in 2012 to $312,319 million in 2017, and is expected to increase to $ 367,938 million in 2022.

The biggest digital tv show/drama market is North America, whose market share was 61.7% in 2013 and is expected to be declined to 45.5% in 2022. On the other hand, Asia-Pacific market are expected to increase from 14.7% in 2012 and 27.5% in 2022.

참고자료

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