written by reader According to Motley Fool, there is 1 company “that Netflix really fears (it’s not HBO)”, any ideas?

By sunden, February 5, 2020

Motley Fool teased this on Feb 3rd

”What Netflix Really Fears (It’s Not HBO)
With Netflix reaching $15 billion in revenue in 2018, that still leaves $2.58 trillion left over. And according to Nielsen, 57% of Americans rank the variety of content as a service’s most important feature.
Which is bad news for Netflix, as it’s losing shows from NBC, Disney, and Warner Media, which all launched their own streaming services.
If you think Disney is the one stock to own, we think you’re missing the big picture; the real “Netflix Killer” is still lurking out there.”

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sundenTravis Johnson, Stock GumshoeZannedrcuervoedmundjohnson Recent comment authors

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edmundjohnson
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edmundjohnson

Hmm, not many clues there. Iqiyi (IQ) ?

drcuervo
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drcuervo

Just had a teaser from motley fool on this today. I am curious, but I don’t need another trial subscription from the fools. #following

Travis Johnson, Stock Gumshoe
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I haven’t seen any teases for this “Netflix Killer” that include any clues, but I’d be surprised if it’s not yet another Fool pitch for The Trade Desk as a way to play off of their exposure to advertising in streaming media, since many of the streaming competitors are ad-supported. Just a guess, though, if you’ve got an ad or pitch that has any clues please send it along.

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Zanne
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Zanne

The full ad reads: What Netflix Really Fears (It’s Not HBO) By: Eric Bleeker Unless you’ve been living under a rock for the past couple of months, you’ve seen that the future of entertainment is already here, and it’s challenging Netflix’s dominance of your screen! You see, research firm PwC anticipates revenue from media and entertainment will reach an estimated $2.6 trillion by 2023. According to Nielsen Ratings, U.S. adults spend an average of 11 hours and 27 minutes per day connected to media. With Netflix reaching $15 billion in revenue in 2018, that still leaves $2.58 trillion left over.… Read More »

Travis Johnson, Stock Gumshoe
Admin
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Yep, that’s TTD