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Wall Street Breakfast

Netflix levels up

Wall Street Breakfast

Seeking Alpha

Business News, News, Business, Investing

4.11K Ratings

🗓️ 9 October 2025

⏱️ 7 minutes

🧾️ Download transcript

Summary

Netflix (NFLX) brings video games to TV screens in latest push beyond streaming. (00:20) Generic drug imports unlikely to face tariffs - report. (01:26) Trump says ACA subsidies won't be discussed until government shutdown ends. (02:26)

Episode transcripts seekingalpha.com/wsb.

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Transcript

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0:00.0

Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

0:08.0

It's good to be here on this Thursday, October 9th. I'm Julie Morgan.

0:13.2

Netflix gets in the game. No tariffs for generics, and D.C. remains at a standstill.

0:20.3

Netflix is bringing its video games to television screens for the first time.

0:24.6

Subscribers will now be able to play select games on TVs using their phone as a controller.

0:31.6

The initial lineup includes group-friendly titles such as Pictionary Game Night and Lego Party. In order to play, users need a

0:39.4

smart TV or a streaming device like Roku and can connect by scanning a QR code on their phone.

0:46.2

Netflix began offering games four years ago as part of its plan to grow beyond movies and TV

0:51.8

shows. Previously, users could only access them on a mobile device.

0:57.1

The company hopes that bringing gameplay to the big screen will help it tap into a broader audience.

1:03.0

Netflix has identified four focus areas for its gaming push, including games for kids,

1:09.1

party games, mainstream hits like Grand Theft Auto, and titles

1:13.4

based on Netflix franchises such as Stranger Things. The company has also been investing in

1:19.3

cloud server capacity to ensure smoother gameplay as it sees an increase in traffic.

1:26.3

The Wall Street Journal is reporting that the Trump administration

1:29.1

is not planning to impose tariffs on generic drug imports, although the move is not final and it

1:35.2

could change. A White House deputy press secretary said in a statement that the administration is not

1:41.3

actively discussing imposing Section 232 tariffs against generic pharmaceuticals.

1:47.6

A Commerce Department spokesperson also said the ongoing 232 investigation into pharmaceuticals would not

1:54.1

result in tariffs on generic drugs. Section 232 empowers the president to impose tariffs on imports if they threaten national security.

2:04.0

Last month, the president said he would impose 100% tariffs on name brand drugs to boost local

2:09.7

manufacturing, but did not mention generics. He later delayed the tariffs to provide more time

...

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