Do they ever actually hire people directly to make any of their content? I assumed it was all contracted out to production companies, I know it is for some shows. They could do the same thing for games just acting like a distributor.
I think it's more likely to keep people subscribed then generate new subscriptions. No one person is going to like all the content they make. Personally I'd really enjoy having some fun well made mobile games I knew wouldn't try to sucker me at every turn with IAP. I think people with kids would really appreciate this. Their competitive advantage is they don't have to worry about IAP or marketing.
I don't think this really falls into the category of "throwing spaghetti at the wall." It's creating entertainment content for a fixed monthly cost. Different entertainment, sure, but it's no self driving car.
Exactly how their current app works. You download from the app store then login to access the content. Each game is it's own app on the app store. Maybe it violates TOS but their current app and others like spotify use the same mechanic to restrict access.
I think it's more likely to keep people subscribed then generate new subscriptions. No one person is going to like all the content they make. Personally I'd really enjoy having some fun well made mobile games I knew wouldn't try to sucker me at every turn with IAP. I think people with kids would really appreciate this. Their competitive advantage is they don't have to worry about IAP or marketing.
I don't think this really falls into the category of "throwing spaghetti at the wall." It's creating entertainment content for a fixed monthly cost. Different entertainment, sure, but it's no self driving car.