Netflix: Show Me the Ad Money

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The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 18 November 2024

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and how it fits into the company’s new hybrid monetization model. (00:15) Seth Jayson and Dylan Lewis discuss: - Netflix’s foray into live sports with the Paul vs. Tyson fight, how technical issues didn’t prevent the audience numbers from hitting staggering levels, and what to watch for as the streamer goes deeper into live this winter. - Spirit Airlines’ widely anticipated bankruptcy and how it’s a reminder of how quickly fates can change in the airline industry. - Apple’s rumored “AI Wall Tablet” and why it seems like an odd entry into artificial intelligence and the smart home market. (14:44) Coming up luxury stocks have taken a dip – Mary Long and analyst Asit Sharma check in on LVMH and some of the other big brands commanding big bucks. Companies discussed: NFLX, DIS, SAVE, JBLU, AAPL, LVMH Visit our sponsor: www.1password.com/MOTLEYFOOL for a two-week trial. Host: Dylan Lewis Guests: Seth Jayson, Mary Long, Asit Sharma Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	In the blue corner, everyone's favorite streamer, and in the red corner, buffering and video
0:09.4	interruptions, Motleyful money starts now.
0:15.2	I'm Dylan Lewis, and I'm joined over the airwaves by Motleyful analyst Seth Jason.
0:19.2	Seth, thanks for joining me.
0:20.8	Yep, no problem.
0:22.1	Having a little fun right there with the fight motif bringing us into the show because
0:25.6	we are going to be talking about Netflix's first foray into live sports programming today.
0:31.4	A lot of eyes on the streamer this weekend, Seth.
0:34.0	They said they had 60 million households worldwide tuned in to see the boxing
0:38.5	match between Jake Paul and Mike Tyson. Did you watch it? I did not. I don't watch a lot of
0:43.6	sports ball. We watch a little volleyball and cross country in this house, but mostly we go out
0:47.6	running or biking. Well, I can say I was glued to my couch and I was watching it. And I can
0:53.0	confirm that the tech issues were
0:55.2	very present as Netflix was taking its first dive into live sports. It turns out live streaming
1:00.7	a little bit different than putting video on demand out there for people. Yeah. Well, and I was trying
1:06.4	to compare here. I didn't know if they had sent this thing worldwide or what the percentage is,
1:11.3	you know, what the proportion was U.S. versus worldwide. If it's 60 million, keep in mind
1:15.6	Netflix has, what is it, 280 million worldwide or something like that. And it would have been
1:21.4	like 80% of U.S. viewers alone, just that number. So that's a huge number. And that's got to be
1:26.4	tough to do. I've seen the headlines as well.
1:28.4	It's hard to kind of get a beat on how widespread this was and whether or not, you know,
1:33.8	anybody is going to rage quit as a result. I think this is one of those times I'd love to put it
	...

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