Netflix: Show Me the Ad Money


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Nov 18 2024 27 mins   966 1 0

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


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Host: Dylan Lewis

Guests: Seth Jayson, Mary Long, Asit Sharma

Producer: Ricky Mulvey

Engineers: Rick Engdahl

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