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Jiten Chablani
Jiten Chablani

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Netflix Has A Growth Problem

Advertising and cloud gaming are unlikely to fix it. — Desperate times call for desperate measures. That’s what Reed Hastings, CEO of Netflix, must’ve thought during the Q2 2022 earnings call on July 19th. The streaming titan has been succumbing to the pressures of capital markets this year, as echoes of a recession loom on the horizon. And although the…

Netflix

7 min read

Netflix Has A Growth Problem
Netflix Has A Growth Problem
Netflix

7 min read


Jul 25, 2022

The Most Important Tech Company That You’ve Never Heard Of

How an unknown Dutch company gained significant influence over the global electronics supply chain — For the experienced traveller, Veldhoven is an insignificant suburb in the Netherlands with forty-five thousand residents, hosting one too many roadster bicycles and the occasional art festival. Few would recognise its critical importance to the multi-trillion dollar global tech industry. That’s because the town serves as the headquarters for ASML…

Semiconductors

5 min read

The Most Important Tech Company That You’ve Never Heard Of
The Most Important Tech Company That You’ve Never Heard Of
Semiconductors

5 min read


May 23, 2022

Losing Wheat

A global food crisis is looming as climate change, war and supply chains cause prices of agricultural commodities to skyrocket — Wars, pandemics, droughts. These are not story lines from a dystopian sci-fi. 2022 has been a laborious year. The world, for the most part, is shielded from Covid19, but is still far from overcoming it. The new normal has caused mayhem in the energy, labour and semiconductors markets, amongst others…

Food Crisis

7 min read

Losing Wheat
Losing Wheat
Food Crisis

7 min read


Dec 23, 2021

The end of Clubhouse?

How they’ve struggled to keep the conversation going — In December 2019, there were rumours that the outbreak of a new virus cruising around East Asia would be of little threat to the world. But that wasn’t the only conversation that died quickly. Clubhouse has been facing the harsh realities of capitalism this year. Launched early in lockdown, they…

Clubhouse

5 min read

The end of Clubhouse?
The end of Clubhouse?
Clubhouse

5 min read


Sep 14, 2021

How to win the on-demand grocery delivery battle

4 strategies for firms to gain a competitive advantage in what is becoming a highly saturated grocery delivery space in the UK — It’s no secret that grocery delivery has radically altered the online food landscape. Covid19 has instigated trend shifts in online shopping, convenience, and consumer behaviour, leading to large scale changes in the way groceries are purchased. VCs are backing e-grocery start-ups to tackle the biggest challenges consumers have faced early…

Strategy

5 min read

How to win the on-demand grocery delivery battle
How to win the on-demand grocery delivery battle
Strategy

5 min read


Apr 11, 2021

How 2020 disrupted the online food delivery landscape in the UK

2020 marked a turning point for online food delivery — 2020 marked a turning point for online food delivery The rapid rise of e-commerce and the increasing need for convenience have fueled disruption in the online food industry. With food catering services closed throughout most of the year, and grocery retailers seeing long queues to get in, the pandemic has forced consumers to radically alter their purchasing behaviours, accelerating…

Foodtech

6 min read

How 2020 disrupted the online food delivery landscape in the UK
How 2020 disrupted the online food delivery landscape in the UK
Foodtech

6 min read


Feb 21, 2021

Deliveroo’s Competitive Position Pre-IPO

With Deliveroo’s IPO fast approaching, here is an in-depth strategic analysis of its current competitive positioning to assess investment opportunities. — Introduction Deliveroo is an online food delivery service founded in London in 2013. It has operations in over 200 cities across multiple countries, with the UK being its biggest market. In 2018, they reported revenues of £476 mn, a 72% increase from the previous year (Citation).

Deliveroo

8 min read

Should you invest in Deliveroo?
Should you invest in Deliveroo?
Deliveroo

8 min read


Feb 3, 2021

Should you invest in Spotify in 2021?

Spotify is looking bullish — here is the due diligence on its current competitive position and growth prospects — Spotify has just posted their Q4 2020 earnings and shareholder letter (AR pending) and the share price has dropped by 8.5% between market close 2nd — 3rd February 2021. I believe this is a great opportunity to buy shares at a discounted price, and here’s why: INDUSTRY TRENDS Millennials, a key target…

Spotify

6 min read

Why you should invest in Spotify in Q1 2021
Why you should invest in Spotify in Q1 2021
Spotify

6 min read


Jan 24, 2021

How successful is Spotify in the global context?

An in-depth strategic analysis of Spotify’s global competitive positioning in the audio-streaming industry — INTRODUCTION Spotify Technology SA is a technology corporate operating in the highly competitive audio streaming industry. Even though it owns 36% of global market share (Exhibit 1), it’s facing increasing pressure from competitors, especially the large tech players Apple and Amazon. Spotify has launched several initiatives (e.g. offering highly personalised content…

Spotify

10 min read

How successful is Spotify in the global market?
How successful is Spotify in the global market?
Spotify

10 min read


Jan 3, 2021

How can Spotify keep growing in 2021 and beyond?

An in-depth strategic analysis of Spotify’s growth options — INTRODUCTION Spotify is an audio streaming service, whose value proposition is to provide “music for everyone”. The audio streaming industry is a fairly infant but highly competitive market, and it’s rapidly expanding — CAGR between 2020–2027 is expected to be 17.8% (Citation 1).

Spotify

9 min read

How can Spotify keep growing in 2021 and beyond?
How can Spotify keep growing in 2021 and beyond?
Spotify

9 min read

Jiten Chablani

Jiten Chablani

185 Followers

Strategy consultant exploring economics, innovation and growth in business. Views are my own.

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