Netflix ad deal could hint at a future acquisition by Microsft, says analyst

Makes sense. Apple, Google, Amazon, etc seem to have their own video and movies services and Netflix is essentially a feature that is unable to compete with the likes of the competition as Amazon Prime Video is already catching up to Netflix's market share:

"Netflix lost 2% in streaming video market share in the U.S. in Q2, according to JustWatch, and now accounts for 21% of the domestic streaming market. Amazon gained 1% during the same quarter, reaching a market share of 20%." [0]

So as you can see, Netflix is declining and if this continues it could likely be Microsoft® Netflix® soon if they are still are unable to improve their numbers, alongside with fierce competition with Apple TV, Disney+, YouTube, HBO, Hulu, etc.

[0] https://www.protocol.com/newsletters/entertainment/prime-vid...

So FAANG would really become MAMA?

Imagine a Gamepass and Netflix bundle... games and movies under on subscription. Could also set up Microsoft nicely to be a metaverse play with a mix of gaming and traditional media.

Although come to think of it, maybe it would make more sense for MSFT to make a bid for Warner Bros. Discovery? Cheaper valuation, and you get DC + Harry Potter properties which would be huge as properties to be leveraged in gaming and the upcoming VR metaverse.

Microsoft is the only major cloud provider without a video service. Amazon has Prime Video and Google has YouTube.

Phase one: The Pump

Stay tuned for phase two.

Can't wait to watch the Making of Windows 95 docuseries