Motley Fool Money Netflix Scores the NFL
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May 16, 2024 
Nick Sciple, a Motley Fool analyst and football enthusiast, shares insights on Netflix's groundbreaking deal for NFL Christmas Day games, exploring its impact on the streaming landscape and competition. Lou Whiteman discusses the recent cooldown in travel affecting airlines and Airbnb, noting ongoing demand post-pandemic. The conversation also touches on Walmart's financial strategies in the context of rising inflation and the bundling of streaming services, highlighting the evolving competitive dynamics in retail and entertainment.
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Netflix's Live Event Boost
- The NFL deal is a major boost for Netflix's live events, especially with the Christmas Day games.
- This provides valuable advertising inventory for their growing ad tier.
NFL's Global Strategy
- The NFL's strategy goes beyond money; they aim for global expansion.
- Partnering with Netflix offers immediate worldwide distribution, boosting their international audience.
Fragmentation of NFL Viewership
- The deal raises concerns about fragmentation of NFL viewership across streaming platforms.
- Disney, airing the NBA's Christmas games, might be most affected by the shift.