The Trade Desk TTD will be the company working with Netflix to deliver ads to customers.

Netflix (NFLX) subscriber growth has hit a wall as the streaming giant just reported that it lost 200,000 subscribers in 1Q22 and another 2 million subscribers are expected to lose in the 22 2nd quarter. . About 3 years ago, the trade office (NASDAQ: TTD) CEO Jeff Green predicted that Netflix would sell advertising. Today, that prediction has come true.

In conclusion, this is an optimistic signal for the Trade Desk, as the independent platform is a major beneficiary of the secular transition from traditional TV advertising to CTV advertising. Simply put, Netflix's decision to offer a sustained level of advertising will only accelerate the decline in linear advertising budgets, as Discovery +, HBO, Hulu and Disney + have moved to (or announced that they will enter) AVOD (Video On Demand based on advertising). scenery.

Only time will tell how this all shakes out.
I personally suspect it will be tiered pricing for ads vs ad free.
The question is will it be profitable vs lost customer base over ads.

TChaney said:

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The Trade Desk TTD will be the company working with Netflix to deliver ads to customers.

Netflix (NFLX) subscriber growth has hit a wall as the streaming giant just reported that it lost 200,000 subscribers in 1Q22 and another 2 million subscribers are expected to lose in the 22 2nd quarter. . About 3 years ago, the trade office (NASDAQ: TTD) CEO Jeff Green predicted that Netflix would sell advertising. Today, that prediction has come true.

In conclusion, this is an optimistic signal for the Trade Desk, as the independent platform is a major beneficiary of the secular transition from traditional TV advertising to CTV advertising. Simply put, Netflix's decision to offer a sustained level of advertising will only accelerate the decline in linear advertising budgets, as Discovery +, HBO, Hulu and Disney + have moved to (or announced that they will enter) AVOD (Video On Demand based on advertising). scenery.

Only time will tell how this all shakes out.
I personally suspect it will be tiered pricing for ads vs ad free.
The question is will it be profitable vs lost customer base over ads.

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They will charge a fee for ad free programming. That's their double dip.

If they don't bring down their standard pricing while bringing in ads, they'll continue to hemorrhage paying customers.

Not exactly sure what going on here....I know that a run up to $120 on DXY would likely coincide with a deep stock market crash and a reversal back towards $90 may come with an equities rally. Seems like a Fed tight rope walk. My guess is they would rather talk tough and act dovish on hikes to keep a deflationary run away train wreck from happening.

Fed in a lose lose situation. Aggressive hiking with so much debt is almost sure to bring on wave of ch11s and deep recession. Not enough, and we continue to overheat. Thus the tough talk now to manufacture a short lived correction.

Bob Knights Liver said:

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If they don't bring down their standard pricing while bringing in ads, they'll continue to hemorrhage paying customers.

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Someone has done the math and demographics IMO. Lower base rate + add sales combined with higher base rate add free.

Hate to say it but they could charge another $5, 10, etc a month and its noise in my house. I'll still have our subscription. I seldom watch regular programming anymore. Oak Island, college football, etc is about it. Between Netflix, Amazon, Paramount, etc it's about all I can or want to watch anyway.

Same. Cocomelon is all we watch on Netflix nowadays.

Anyone doing some long term buying at these levels?

No issue adding long term at these levels. Trading, you want to confirm reversals. Long term for me is 5-10 years, but very different mindset.

SoupNazi2001 said:

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Bird Poo said:

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I'm wondering if Germany not having any gas is partially responsible for this. Lots of stuff made in Germany.

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Or Shanghai, google pictures of the port in Shanghai. It's jaw dropping. Even more supply chain issues coming if anything that comes from China or is sold there.

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Helps with the bull case that there's still meat on the bone for ZIM, GSL, and other shippers. ILWU's contract expires on June 30th, if they don't come to the table with Salvatore Maroni, these ports are going to get more backed up than Amy Schumer after an afternoon at Golden Corral. Hoping we have seen the bottom of ZIM at around $48, currently at $52 (RSI 33),ended up heartily green on this day of pig slop.

ZIM guided upper $30s in cash per share, and with the aforementioned congestion can hit well over $40-$50 in cash per share. Earnings should be around 6 weeks from now. Grab ahold of your bootstraps.

M4 Benelli said:

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these ports are going to get more backed up than Amy Schumer after an afternoon at Golden Corral.

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That was funny.

Does Jim just reach into his ass every day for comments?

BG reporting strong this morning with positive guidance, IMO. Should be nice and green today.

Moo!

BlueTaze said:

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FJ43 said:

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Well guess this means go short. #fadecramer

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Or expect a big rally?

This take was particularly bad

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Cramer is like Fat Ketch at OB, always trying to play both sides.

Equities Dead Cat Bounce On China Relaxation...Treasuries Drop...Still Worrisome

Equities soared overnight from a low of 4149 at the opening to 4217 at 4.23 am... But are now giving most of that bounce back, off 31 S+P points from the high... Google was part of the reason, but the reality is that equities finally gave in to higher interest rates last Thursday and while sentiment is still contrarian bad, we do not see it being over until we at least get close to next weeks Fed meeting...

Treasuries are off the low yields of yesterday, but still much better than the high yields of last week... We still think the top of rates are in for 2022, even before the Fed implements all their 50 and 25 rate rises for 2022, still 225 based in according to Wirp for 2022... We question that amount... As for today we still see a volatile range, which is keeping buyers of secondary credit on the sidelines... Ranges for treasuries

2 yrs 2.41 to 2.62
5 yrs 2.55 to 2.88
10 yrs 2.67 to 2.85
30 yrs 2.64 to 2.95

Curve is positive for the two key areas we watch, 2/10 +22 and 5/30 + 7... Short positions remain very heavy and rates could go significantly lower if CTA's and HF get stopped out or flipped long... Next week will be key as the Fed delivery of higher rates will be watched closely... This will be Powell's first live meeting with reporters asking questions in the same room as the Chair... Meanwhile Brainard got approved last night with only 52 votes... Powell should get reappointed by the end of the week... As should Jefferson... Cook is still a question mark

Yesterday treasuries, commodities, and the Dollar strengthened while equities fell sharply and corporate credit widened to fresh cycle highs... That was the sign we were waiting for... Bear markets are seen in both Nasdaq and Russell 2000..Treasuries steepened and remain steeper as we mentioned above. The Nasdaq 100 fell to 11 month lows while the Russell fell to 17 month lows...Vix soared above 30... While many are trying to attribute the sell off to one catalyst or another, China being the one we see most, not Russia, It is still flow based and equities finally reached their pressure point... We see support below, in futures, S+P around 4100 and Nasdaq just under 12,000... We started to leg in yesterday, small...

Speculative short positions in treasuries remain high as we start to approach a good seasonal period for buying, mid May through the end of June... Treasury supply has a tug and pull to it... Fed will start to let 60 billion a month roll off, while massive tax receipts will require a reduction... Central banks and foreign entities will be buying more treasuries and credit over the summer... But not yet today...The capitulation in equities and treasury shorts is brewing... Stay patient. Apple earnings tomorrow

austinAG90 said:

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Apple earnings tomorrow

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IMO...this is the catalyst.