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Episode 129: Netflix's Q1 Earnings; Latest Sports News; Funding and Acquisition Deals

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Manage episode 478262179 series 3293405
Content provided by Dan Rayburn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Rayburn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week, we detail Netflix's Q1 earnings, including its free cash flow, content spending, and 2025 guidance forecast of $43.5-$44.5 billion. We highlight all of Netflix's comments around its ad tech platform, Netflix Ads Suite (NAS), and why Netflix says owning the tech stack is foundational to its long-term ads strategy. We also mention Netflix's comments about video podcasts and why it doesn't see YouTube as a competitor, saying Netflix is a "better service for a certain class of creators and certain types of storytelling." Finally, we cover the latest sports news from the NFL, Formula 1, MLB, and ESPN, and funding and acquisition news from FloSports, Hydrolix, Touchstream, and Simply TV.

Podcast produced by Security Halt Media

  continue reading

145 episodes

Artwork
iconShare
 
Manage episode 478262179 series 3293405
Content provided by Dan Rayburn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Rayburn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week, we detail Netflix's Q1 earnings, including its free cash flow, content spending, and 2025 guidance forecast of $43.5-$44.5 billion. We highlight all of Netflix's comments around its ad tech platform, Netflix Ads Suite (NAS), and why Netflix says owning the tech stack is foundational to its long-term ads strategy. We also mention Netflix's comments about video podcasts and why it doesn't see YouTube as a competitor, saying Netflix is a "better service for a certain class of creators and certain types of storytelling." Finally, we cover the latest sports news from the NFL, Formula 1, MLB, and ESPN, and funding and acquisition news from FloSports, Hydrolix, Touchstream, and Simply TV.

Podcast produced by Security Halt Media

  continue reading

145 episodes

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