Once the pharaonic agreement between Microsoft And Activision Blizzard, the Redmond giant can tryObsession From Netflix. At least that’s according to Laura Martin, Needham’s chief analyst.
According to Martin, the acquisition could be one for Netflix Director My example from a situation that is not rosy: the number of subscribers is declining, with the value of the company’s shares declining from the numbers recorded at the end of last year.
A few days ago, the two companies signed a very deep agreement, with Microsoft that will manage Netflix ads in the context of low-priced subscriptions with ads while viewing the contents of the platform.
For the Needham analyst, this is a clear sign of Netflix’s affinity with Microsoft, which could lead to a more significant deal in the future.
Laura Martin said in an interview with Yahoo! finance. “He’s trying to get close to Microsoft in the hope that after he completes the acquisition of Activision Blizzard, he’ll buy Netflix later.”
The Needham analyst suggests that only Microsoft can support a $100 billion acquisition like Netflix and at the same time receive approval from regular bodies, such as the FTC, given that other giants like Google and Amazon already have their own streaming services.
Undoubtedly, the scenario that Martin has drawn is a very interesting one, as it will allow Microsoft to enter the market for TV and movie streaming services. There are likely to be important ramifications as well on the gaming side, with the acquisition possibly favoring a greater number of live-action mods for many of the company’s IPs or possibly creating a new one. Maxi subscription Which includes both Xbox Game Pass and Netflix.
But these are just very fanciful assumptions. The truth is, nothing really concrete at the moment, and even if the Needham analyst is right, the potential acquisition of Netflix by Microsoft could take years.
In the meantime, it appears that the marriage between Microsoft and Activision Blizzard may materialize next month.
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