Brent Wilsey’s Post

Netflix secured a deal for three years to broadcast two Christmas NFL games this year and at least one game in both 2025 and 2026. It’s going to cost Netflix $150 million this year and I’m wondering how they will make money off this deal. I wonder if they will be able to sell as many commercials as the big networks that currently own many of these rights and what viewership will look like on the platform. It’s also important to point out that the games this year will also air on broadcast TV in the competing teams’ cities. To breakeven, Netflix would need to attract a lot of new subscriptions and using strictly the subscription model of $23 per month, Netflix would have to increase their subscriptions by 6,521,739 just to breakeven. Obviously, it will be a combination of ad revenue and subscriptions, but I believe this will be a money loser for Netflix. #netflix #nfl #footballseason #footballgames #streamingservices #adrevenue #subscriptions #economy #stocks #stockmarket

Netflix secured a deal for three years to broadcast two Christmas NFL games this year and at least one game in both 2025 and 2026. It’s going to cost Netflix $150 million this year and I’m wondering how they will make money off this deal. I wonder if they will be able to sell as many commercials as the big networks that currently own many of these rights and what viewership will look like on the platform. It’s also important to point out that the games this year will also air on broadcast TV in the competing teams’ cities. To breakeven, Netflix would need to attract a lot of new subscriptions and using strictly the subscription model of $23 per month, Netflix would have to increase their subscriptions by 6,521,739 just to breakeven. Obviously, it will be a combination of ad revenue and subscriptions, but I believe this will be a money loser for Netflix. #netflix #nfl #footballseason #footballgames #streamingservices #adrevenue #subscriptions #economy #stocks #stockmarket

What’s my strategy for Netflix shares, and why? Buy – Hold – Accumulate! Netflix is far and away the leader in a market (streaming) with strong tailwinds. The business is innovative, with moves into ad-supported streaming, gaming, sports, and other areas. The ideal growth share grows larger every year and is small relative to its ultimate potential. Netflix ticks those boxes and is a superbly managed business. Shares often rise strongly when something new occurs. Netflix's fast-growing ads business is an important ‘something new’. Get more of my unique insights into the stock market by reading my articles at buff.ly/3wztACm #investing #stocks #stockmarketinvesting #ETFs #Quentinvest Image credit cottonbro studios on Pexels

Netflix just made a $5B commitment. Acquiring rights to WWE’s ‘Monday Night Raw’ in a 10 year, $500M / year deal. This is a major coup for the streaming giant. With significant cash on their balance sheet, Netflix can bid higher for rights. And it’s not only them. Amazon and Apple TV are doing the same. Amazon acquired rights to NFLs ‘Thursday Night Football’ and Apple TV did the same for the MLS. Legacy players like ESPN should be nervous. Playing catch-up. This deal is where a universally attractive platform meets a universally attractive property. With supreme storytelling. How do you think this impacts the world of sports media rights? 👇 #sportsbusiness #sportmarketing #sportsmedia #netflix

Netflix reports its largest-ever fourth-quarter subscriber growth, adding 13.1 million subscribers in December, surpassing estimates and bringing the total to 260 million. Shares surge 8.3% in after-hours trading, reaching a 65% gain in 2023. Bank of America declares Netflix the winner of the 'streaming wars.' Key Highlights: - Strong Q4 fueled by hits like "The Crown" and "The Killer." - Revenue hits $8.8 billion, exceeding forecasts. - Netflix credits success to intellectual property strength, including "Squid Game: The Challenge" and "Lupin" Season 3. - Co-CEO Ted Sarandos announces $5 billion deal with WWE for exclusive content from January 2025. Netflix plans to increase content spending, with a focus on smart investments. . #thesocialtalks #Netflix #StreamingSuccess #EntertainmentRevolution

Netflix is on fire! After an impressive Q3 earnings report, their shares have surged, showcasing the power of great content and strategic growth. Exciting times ahead for the streaming giant! Read more: https://lnkd.in/dHMgTHUV #Netflix #Q3Earnings #StockMarket #Investing #FinancialNews #TechStocks #MarketTrends #EarningsReport #ShareholderValue #BusinessGrowth #StreamingSuccess #WallStreet

Netflix reported a stellar Q4, exceeding Wall Street expectations by adding a record 13.1 million subscribers, bringing the total to 260 million. Despite falling short of earnings estimates at $2.11 per share, the stock rose 8.3% in after-hours trading. The company plans to invest up to $17 billion in content in 2024 and sees growth potential in advertising and games. Netflix's diversification strategy includes a $5 billion deal to stream WWE content from 2025 and its first stage production, "Stranger Things: The First Shadow." Analysts view Netflix as a winner in the evolving streaming landscape. #Reachtheworld #Netflix #StellarQ4 #Fallingshort #Companyplan #WWEcontent #Stockrose #millionsubscribers #Growthpotential #DiversificationStrategy #Firststageproduction #Firstshadow #winner #StreamingLandscape #Advertisingandgames #newsupdate

What's your prediction for streaming giant, Netflix, in the next 120 days? Netflix experienced a notable upswing, with shares soaring by 10% in premarket trading following the addition of 13.1 million subscribers, surpassing revenue estimates. The streaming giant's proactive efforts to enhance its ad-supported service and address password sharing contributed to this robust growth. Netflix achieved a milestone with a record-breaking 260.8 million paid subscribers, as announced in its latest quarterly report. This subscriber surge notably outpaced the 8.76 million additions reported in the third quarter and exceeded Wall Street's fourth-quarter projections of 8 million to 9 million. #PredictWithUs #AnalystCollective #Netflix #NFLX #SP500 #NetflixAndChill #StockPrediction #Investing #FinTech #StockMarket #FinancialEducation #FinancialFreedom #PersonalFinance #PersonalFinances #Investingforbeginners #Finance #Stocks #Money #Wealth

The NFL excels at slicing their rights and maximizing revenues, From traditional distribution and D2C with NFL+ to now partnering with Netflix ↓ Today, I want to focus on NFL+: One of the best-in-class D2C streaming services in the US. But Direct-to-consumer often comes with its own challenge: Subscriber retention. I just wrote an article to better understand how they analyze data, identify churn risks, and segment subscribers based on behavior and preferences, Using Cleeng, the expert in Subscriber Retention Management for Media & Entertainment. How Cleeng is managing Churn and Subscriber Retention for NFL+ is part of my “Tech Series” during CABSAT 2024, Dedicated articles analyzing tech companies, and how they can support the streaming industry in Middle East, North Africa and India. Read here: https://lnkd.in/dDjRkzDC