Netflix, YouTube Put Ads Up Front

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 15 May 2025

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

More 18-to-34 year olds are watching Netflix’s cheapest tier than any U.S. broadcast or cable network. (00:21) Tim Beyers and Ricky Mulvey discuss: - Walmart’s response to tariff uncertainty. - Netflix’s booming ad business. - How YouTube is capitalizing on points of “maximum attention.” Then, (17:39) Motley Fool Senior Analyst, Karl Thiel, joins Mary Long to dive into the executive order on prescription drug prices and questions for pharmaceutical companies. Companies discussed: WMT, NFLX, GOOG, GOOGL , NVO Host: Ricky Mulvey Guests: Tim Beyers, Mary Long, Karl Thiel Engineers: Dan Boyd, Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:35.1	Walmart is trying to hold the line. You're listening to Motley Full Money.
0:50.8	I'm Ricky Mulvey.
0:51.8	Join today over the internet by Tim Byers.
0:54.4	Tim, good to see you.
0:55.7	Good to see you, too, Ricky.
0:57.9	Where's the caffeination level?
0:59.3	You usually come in with that.
1:00.3	Oh, I'm well caffeinated.
1:02.8	Ready to go.
1:04.1	So caffeinated.
1:05.3	He forgot that he was caffeinated.
1:07.0	Anyway, the nation's largest private employer reported this morning. That's Walmart. A few notable
1:12.3	business results talking about their e-commerce business, overall same store sales. But the big
1:17.1	story here, Tim, is tariffs. Chief Financial Officer John David Rainey went on CNBC and said,
1:24.3	quote, we're wired for everyday low prices, but the magnitude of these increases is more than any retailer can absorb, end quote.
1:32.7	And Walmart's a pretty big retailer. The market right now says we're seemingly at the end of this tariff story.
1:40.8	The CFO of Walmart says we're not. Listeners may be sick of hearing about this
	...

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