Wall Street Journal Reported Earlier, Netflix, Microsoft Rework Ad Partnership to Reduce Tech Company's Revenue Guarantee; Netflix Is Offering Some Advertisers Lower Ad Prices. Sources Say
Portfolio Pulse from Charles Gross
Netflix and Microsoft are reworking their ad partnership, reducing the tech company's revenue guarantee. Netflix is also offering some advertisers lower ad prices, according to the Wall Street Journal.
July 27, 2023 | 8:57 am
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Microsoft's revenue guarantee is being reduced as part of the reworked ad partnership with Netflix.
The reduction in Microsoft's revenue guarantee due to the reworked ad partnership with Netflix could potentially lead to a decrease in its revenue. This could negatively impact the company's stock price in the short term.
CONFIDENCE 90
IMPORTANCE 60
RELEVANCE 70
NEGATIVE IMPACT
Netflix is reworking its ad partnership with Microsoft and offering lower ad prices to some advertisers, which could impact its revenue.
The reworking of the ad partnership and the lowering of ad prices could potentially lead to a decrease in Netflix's revenue. This could negatively impact the company's stock price in the short term.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80