Motley Fool Money Streaming Wars Heat Up and 1 Stock That Could Define the Next Decade
Jan 21, 2022
In this engaging discussion, guests Andy Cross and Ron Gross, senior analysts at Motley Fool, dissect the intense competition in the streaming landscape, particularly Netflix's struggles amid rising rivals like Disney and HBO Max. Aaron Bush, a gaming industry expert, shares insights on the evolving gaming ecosystem, spotlighting Roblox as a potential game-changer. The trio also examines Amazon's foray into retail with its new clothing store and discusses innovative trends in electric RVs, showcasing a future that intertwines technology with travel and entertainment.
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Netflix's Slowing Growth
- Netflix's Q4 profits and revenue beat expectations, adding over 8 million subscribers.
- However, slower subscriber growth and increased competition sparked a 20% stock drop.
Content vs. Cost
- Netflix's content is still in high demand, with six of the top 10 most-searched shows globally in 2021.
- However, recent price increases, making their standard plan more expensive than HBO Max, raise concerns about affordability.
Microsoft's Gaming Gambit
- Microsoft's acquisition of Activision Blizzard for $70B signals its gaming and metaverse ambitions.
- This deal makes Microsoft the third-largest gaming company and adds franchises like Call of Duty and Candy Crush.