From Yahoo Finance: By Brad Smith and Seana SmithYAHOO FINANCE: Netflix CFO Spencer Neumann (NFLX) spoke on Netflixs fourth-quarter conference call stating "we are not interested in some of the bigger linear assets that may or may not be available." The company recently announced a massive deal with TKO (TKO) to become the streaming home of WWE RAW, showing continued investment in content over companies.
Brightcove CEO Marc DeBevoise joins Yahoo Finance to discuss the comments made by the Netflix CFO and give insight into the companys strategies moving forward.
DeBevoise states: "The other streamers have pulled back on content and marketing spend. Theyre having to rationalize their technology spend... Netflix doesnt have those issues. Theyve built that technology stack. Its in the right place. Its at the right cost level. They are profitable... They can go after those subs and those shows, and they can find the right ways to invest and really drive subscribers. "
Yahoo Finance updates are here. For more expert insight and the latest market action, click here to watch this full episode of Yahoo Finance Live.
Editors note: This article was written by Nicholas Jacobino
Video Transcript
BRAD SMITH: Netflix posting a big jump in subscribers for the fourth quarter, proving that its still the big winner amidst stiffer competition. So what is next? Consolidation has been a trending topic within the industry over the last several months, after reports of talks between Paramount and Warner Brothers-Discovery. When asked about M&A in their earnings call, Netflixs CFO made it clear about a space that they are not interested in.
SPENCER NEUMANN: Were not interested in some of the big linear assets that may or may not be available. We also noticed that-- noted that in the letter. And so I think thats how you should think about our-- whats out there to go after.
BRAD SMITH: So for more on the future of streaming and the entire space, weve got Marc DeBevoise, who is the Brightcove CEO joining us here in studio. Marc, great to see you. I mean, when you hear comments like that on the call, does it mean that Netflix perhaps is prioritizing its attention elsewhere in order to deploy capital, make strategic, maybe not acquisitions of linear, but elsewhere, whether that be content or some smaller player?
MARC DEBEVOISE: I think they realize that they can-- not effectively run the table, but run a tremendously successful and still growing business by really just acquiring content and content rights in the right bundles and the right packages. You saw the deal yesterday that they announced with the WWE.
Thats a really big, broad bet on how they can amplify their ad business, in my opinion. Theyre going after a much larger audience per event in that regard. And thats going to help them drive sponsorships, drive bigger reach for their ad business, rather than so much frequency that they get from delivering sort of series and scripted series.
And you saw them peel back their investment in scripted series last year a bit. Interestingly, you saw their traffic go down a little bit, but subscribers go up, right? And you saw that strong finish to the year. I think thats tremendous for them, and gives them a lot of confidence that this strategy of going after content rather than full companies is probably the right answer for them.
SEANA SMITH: So it sounds like you think we could see more similar deals to what was just announced in this week with WWE?
MARC DEBEVOISE: Yeah, I mean, I think, look, the other streamers have pulled back on content and marketing spend. Theyre having to rationalize their technology spend. Thats effectively what Brightcove does for many of these companies. We help them solve that technology cost problem.
And Netflix doesnt have those issues, right? They dont-- theyve built that technology stack. Its in the right place. Its at the right cost level. They are profitable. So they can now swing for those pullbacks that the other companies are having in content and marketing. They can go after those subs, they can go after those shows, and they can find the right ways to invest and really drive subscribers.
BRAD SMITH: How dependent is Netflix on advertisers continuing to spend and even ramp up the amount of campaigns that theyre running?
MARC DEBEVOISE: Yeah, I mean, I think its really interesting. You saw it subtly in there in their earnings call that theyre going to raise price on the more premium subs with no ads, and keep that price low for the ad tier. When I was running Paramount Plus or CBS All Access, we had a significant lift from that ad-- you know, that ad supported tier. You could get dollars and dollars per sub by delivering those ads.
So when you see that $5, $9, $10 lower price point, it should be adding 50%, 60% of that in ad dollars on a typical basis. So you start to see like-- they may be agnostic as to where the subscriber goes, because theyre making just as much money on that ad tier as they are effectively on some of those lower end premium tiers.
Source link: https://finance.yahoo.com/video/why-netflix-focus-content-way-163835994.html
Most recent headlines
06/10/2025
France T l visions, France's leading broadcaster, has received the 2025 EBU ...
04/09/2025
Monumental Sports & Entertainment (MSE), in collaboration with Dalet, has been a...
30/08/2025
WASHINGTON The Federal Communications Commission has adopted its FY 2025 Regulatory Fees Order that establishes the regulatory fee rates for the broadcast stati...
29/08/2025
Australian Red Cross and SBS launch training to help workplaces in the fight aga...
29/08/2025
The National Film and Video Foundation (NFVF), an agency of the Department of Sp...
29/08/2025
L3Harris Technologies has concentrated decades of expertise across the entire enterprise to develop affordable and reliable best-of-breed solutions to rapidly c...
29/08/2025
BURBANK, Calif. The CW Network and the Pac-12 Conference have announced a new media rights deal that will extend their broadcast partnership beginning with the ...
29/08/2025
NEW YORK Gracenote has released a new analysis of its global video dataset showing that the number of FAST channels grew nearly 14% from Q1 2025 and 76% since 2...
29/08/2025
SAN JOSE, Calif. Harmonic has announced a series of improvements to its live sports streaming solution that the company said will improve fan engagement, protec...
29/08/2025
NEW YORK and LOS ANGELES Fox Corp. and YouTube TV last night announced a renewal of the full portfolio of Fox networks, including Fox News Channel, Fox Business...
29/08/2025
Budapest, Hungary, August 2025 - The integration of Microsoft Teams Rooms (MTR) with Lightware's Taurus universal matrix switchers delivers a new level of f...
29/08/2025
Frequency, the engine behind many of the world's best-known streaming television channels, today announced it will launch Studio Live, a next-generation uni...
29/08/2025
In an era when AI and cyber resilience are essential, Scality will mark the 10th anniversary of Scality Day on October 16, 2025 in Paris. This flagship global e...
29/08/2025
Disguise's In-House Creative and Technical Teams Pre-Visualised, Programmed and Delivered Content for the Experience, All Powered by EX 3+
Technology solu...
29/08/2025
Disguise will be demonstrating the latest workflows for TV, film and live events on a number of partner booths at the show
Disguise, the industry-leading tech...
29/08/2025
STOCKHOLM, Sweden Accedo will showcase Accedo Compose, its AI agent-powered modular orchestration layer that assists streaming providers in transitioning client...
29/08/2025
LOS ANGELES Cineverse has announced that it is working with Xperi to bring four of its streaming channels to automobiles for the first time as part of the DTS A...
29/08/2025
DALLAS & ATLANTA Gray Media has announced an agreement with the sports streaming service Victory+ to simulcast 17 Dallas Stars NHL games in 15 television market...
29/08/2025
NEW YORK AND CULVER CITY Comcast NBCUniversal and Amazon have announced new and extended distribution agreements that will expand the content available on their...
29/08/2025
FOOTHILL RANCH, Calif. RED Digital Cinema will feature its Cine-Broadcast Module supporting live broadcast workflows during IBC2025, Sept. 12-15, at the RAI Ams...
29/08/2025
29 Aug 2025
Kyivstar Rings Opening Bell at Nasdaq Marking Landmark Listing and ...
29/08/2025
More than half of all NFL games live on Sky for the first timeFriday 29 August 2025
Sky Sports has announced a new three-year deal with the NFL, extending its ...
29/08/2025
Back to All News
RIV4LRIES: The Trailer of the New Series With Samuele Carrino ...
29/08/2025
Get ready for an inspiring and emotional insight into the world of competitive Irish dancing with My Story: Tomi Champion of the World airing on RT 2 this monda...
29/08/2025
RT has today announced that David McCullagh is to be the new presenter of RT Radio 1's flagship Today programme, which airs every weekday at 10am, replaci...
28/08/2025
By Kristin Feeley, Director, Documentary Film & Artist Programs
If you want to tell untold stories, if you want to give voice to the voiceless, you've got ...
28/08/2025
Directed by Steven Bognar and Julia Reichert, Sundance Institute-supported Amer...
28/08/2025
Corridos have been a cornerstone of M sica Mexicana for generations, telling stories rooted in everyday life. Now, a new chapter is taking shape: motivational c...
28/08/2025
Los corridos han sido un pilar de la M sica Mexicana durante generaciones, contando historias enraizadas en la vida cotidiana. Ahora, un nuevo cap tulo est tom...
28/08/2025
Earlier this month, we promised our Verano Forever party would bring the heat, a...
28/08/2025
L3Harris will provide the Polish F-16V fleet with the Viper Shield electronic warfare system as part of an upgrade program....
28/08/2025
Bilbao, August 26, 2025 - AgileTV, an international television and video technol...
28/08/2025
Ken Wilkinson is an Emmy Awards nominated New York audio engineer who specialises in production sound mixing for film, commercial, episodic and documentary work...
28/08/2025
NEW YORK FuboTV today announced that it will launch Fubo Sports, a skinny bundle that focuses on sports with a subscription price of $56 monthly....
28/08/2025
NEVADA City, Calif. At IBC2025, Sept. 12-15 at the RAI Amsterdam, Telestream will debut its new Global Ingest strategy, introducing a next-generation ingest arc...
28/08/2025
Dr. Rhoda Bernard Releases Groundbreaking Debut Book on Accessible Arts Educatio...
28/08/2025
TAG Video Systems, the leader in software-based IP end-to-end workflow monitoring, deep probing, and real-time visualization, has named Oliver Gappa as Sales Di...
28/08/2025
AI-based voice enhancement will be among a series of innovations making their IBC 2025 debut on the DHD stand B46 in Hall 8 at the RAI Amsterdam Convention Cent...
28/08/2025
Telef nica Servicios Audiovisuales (TSA), the leading system integrator and service provider in the media sector in Spain, with the support of Appear, the globa...
28/08/2025
To fully immerse sailing fans in the world's biggest offshore yacht race, production company, Optical Media turned to LiveU's On-site Production solutio...
28/08/2025
Working with Calrec on its most recent overhaul, radio and television broadcaster, WNED has migrated to a fully IP infrastructure with multiple Type R consoles,...
28/08/2025
Cleeng, the Subscriber Retention Management (SRM ) inventor, has unveiled Cleeng Pro, the first-ever direct-to-consumer (D2C) subscription management platform t...
28/08/2025
Zixi, the industry leader in live broadcast-quality video over IP, today announced that French media distribution platform OKAST has selected Zixi to enable rel...
28/08/2025
Solution offers a streamlined, speaker-free architecture to optimize integration with premium external loudspeakers and advanced loudness metering
Nixer Pro Au...
28/08/2025
Cinegy, the premier provider of software-defined television technology, has announced a strategic partnership with Vision One Touch Film Production Services L.L...
28/08/2025
Telestream, a global leader in media workflow technologies, will debut its new Global Ingest strategy at IBC2025, introducing a next-generation ingest architect...
28/08/2025
Tier 1 operator selects Broadpeak to power high-performance, unified CDN solution across Norway, Sweden and Finland
Broadpeak, a leader in streaming and moneti...
28/08/2025
Leading video software provider, Synamedia, today announced that 24 Frames Digital, one of India's leading live event streaming service providers, has chose...
28/08/2025
Meet VisualOn at IBC2025: See What's Next in AI-Powered Video Streaming Join VisualOn at IBC2025 and discover how our AI-driven Optimizer and advanced media...
From Yahoo Finance: By Brad Smith and Seana SmithYAHOO FINANCE: Netflix CFO Spencer Neumann (NFLX) spoke on Netflixs fourth-quarter conference call stating "we are not interested in some of the bigger linear assets that may or may not be available." The company recently announced a massive deal with TKO (TKO) to become the streaming home of WWE RAW, showing continued investment in content over companies.
