Netflix Scores the NFL

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The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 16 May 2024

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

The streamer now has Christmas football games. First, (00:21) Nick Sciple and Ricky Mulvey discuss Netflix’s play into live TV and the bundling of streaming services. Plus, they take a quick look at earnings from Walmart. Then, (17:12) Motley Fool Contributor Lou Whiteman joins Mary Long to discuss how airlines and Airbnb are experiencing a cooldown in travel. Companies mentioned: NFLX, DIS, WBD, CMCSA, LUV, DAL, ABNB Host: Ricky Mulvey Guests: Nick Sciple, Mary Long, Lou Whiteman Engineers: Dan Boyd, Steve Broido Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The NFL is now on Netflix. You're today by Motley Full analyst and football fan Nick Saipel. Nick thanks for being here
0:27.2	Great to be here with you Ricky always excited to talk about the NFL. We know we're talking about the NFL in May
0:32.3	I think that reminds you how much it dominates entertainment here in the U. We're talking about the NFL in May. I think that reminds you how much it dominates
0:34.0	entertainment here in the US. Well it's a huge story for Netflix to get this live sports deal.
0:39.4	Netflix will now be the exclusive home of Christmas Day NFL games.
0:44.0	Two games this year, at least one game for the next two years.
0:48.4	We know Christmas is a big day for streaming and the NFL.
0:51.6	A lot of people are home, a lot of people are with their families.
0:54.3	So let's break it down.
0:55.1	First, what does this deal mean for Netflix?
0:59.0	Yeah, I think this is a huge boost to Netflix's live events. You repertoire, Netflix is getting access to the most
1:05.3	popular entertainment property in the US. The NFL really stands apart when it
1:09.2	comes to engagement with entertainment properties last year over 90 of the top 100 TV programs in terms of
1:14.4	ratings were NFL games. Moreover, this is a spotlight event for Netflix.
1:18.0	Getting access to Christmas Day, I think this means Netflix is more or less going to own
1:22.1	entertainment on Christmas even more
1:23.7	though than they have previously.
1:26.0	Also Netflix rapidly trying to grow its advertising tier of subscription.
1:31.0	This gives them access to super valuable advertising inventory to sell to advertisers.
1:34.8	I don't think it's a coincidence that this deal got announced the same day.
1:38.4	Netflix was holding its up front for the upcoming year.
1:41.6	This annual event where media companies will showcase their upcoming slate
	...

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