Motley Fool Money Microsoft Wins Netflix Ad Biz
Jul 14, 2022
This week features Rick Munarriz, a Motley Fool analyst with a keen eye on market trends. They discuss Microsoft's unexpected victory in winning the Netflix ad business, highlighting how its agnostic approach outsmarted Google and Comcast. The conversation shifts to Celsius Holdings, an energy drink company boasting triple-digit growth, as they assess its competitive edge and health implications in an increasingly crowded market. Insights on retail trends and the significance of upcoming earnings reports round out the engaging discussion.
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Microsoft's Agnostic Advantage
- Netflix chose Microsoft for its ad-supported plan, surprising many who expected Google or Comcast.
- Microsoft's lack of a competing streaming service and focus on privacy were key factors.
Pre-Earnings Positioning
- Netflix is moving quickly with its ad-supported plan, likely to offset predicted subscriber losses.
- This news, along with efforts to improve content, aims to reassure investors before earnings.
Content Innovation Pressure
- Netflix's declining Emmy nominations suggest a struggle for fresh, innovative content.
- While established shows perform well, new hits are crucial for long-term success.