Motley Fool Money - Netflix: Show Me the Ad Money

Netflix: Show Me the Ad Money

11/18/24 • 27 min

2 Listeners

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

(00:15) Seth Jayson and Dylan Lewis discuss:

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

Previous Episode

Charles Duhigg on How Silicon Valley Learned to Lobby

Campaign contributions are just table stakes for companies trying to make legislation in their favor.

Charles Duhigg is a Pulitzer Prize winning journalist, and the author of Supercommunicators and The Power of Habit. Mary Long caught up with Duhigg to talk about his latest article in The New Yorker. They discuss:

How Airbnb mobilized voters in San Francisco.

The battle to regulate artificial intelligence.

How the crypto industry is building political power.

Check out Duhigg’s article on lobbying in Silicon Valley: https://www.newyorker.com/magazine/2024/10/14/silicon-valley-the-new-lobbying-monster

Companies discussed: MSFT, ABNB, COIN

Host: Mary Long

Guest: Charles Duhigg

Producer: Ricky Mulvey

Engineers: Tim Sparks, Austin Morgan

Learn more about your ad choices. Visit megaphone.fm/adchoices

Next Episode

Walmart’s Flywheel Keeps Spinning

But the retailer’s valuation is giving investors more questions.

(00:14) Nick Sciple and Ricky Mulvey discuss:

Highlights from Walmart’s quarter.

What shoppers want from mac and cheese.

Why nicotine pouches may be “the biggest consumer product story this decade.”

Then, (17:04) Robert Brokamp kicks off a two-part series with Christine Benz, Morningstar’s Director of Personal Finance and the author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.”

Visit our sponsor: Check out Public’s bond account offerings at www.public.com/motleyfool

Companies discussed: WMT, COST, PMI, MO, TPB

Host: Ricky Mulvey

Guests: Nick Sciple, Robert Brokamp, Christine Benz

Producer: Mary Long

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices