This turnaround case requires candidates to identify that the shift toward more expensive original content production is driving subscriber losses. The key analytical insight is comparing cost-per-title metrics between original and licensed content to support a strategic pivot toward more licensed content while optimizing original content production.
Your client, Teleflix, is one of the largest subscription-based content streaming platforms and has enjoyed tremendous growth since its inception. While the company is based in the US, the platform operates globally across all major countries.
Last year, however, the number of subscribers fell for the first time which led to the stock price plummeting by 40% over the year. In light of this, the client has hired you to reverse the trend of falling subscribers and return the company to a growth trajectory.