Motley Fool Money Netflix: Show Me the Ad Money
Nov 18, 2024
Seth Jayson, an analyst at Motley Fool, discusses Netflix's exciting entry into live sports with the Tyson vs. Paul fight, highlighting technical challenges and viewership success. He also reflects on Spirit Airlines' bankruptcy and its rapid industry shifts. Meanwhile, Mary Long shares insights on the recent dip in luxury stocks, particularly LVMH, and how economic changes in China impact affluent consumers. Together, they explore innovative strategies in streaming and the luxury market, revealing intriguing trends and future prospects.
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Netflix's Live Sports Debut
- Netflix's first live sports event, the Paul vs. Tyson fight, drew 60 million households.
- Technical issues, like buffering, plagued the stream, but viewership remained high.
Disney+'s Ad Strategy
- Disney+ is increasing the price of their ad-free bundle to encourage ad-supported subscriptions.
- This strategy prioritizes profitability, even if it means viewers pay more for ads.
Netflix's Streaming Issues
- Netflix's streaming service has been experiencing performance issues like stuttering and dropped connections.
- This raises concerns, especially considering their upcoming live sports ventures like the Christmas Day NFL doubleheader.