MrBeast Could Be Bringing Reality Competitions To Amazon Prime Video: Why This Is A Miss For Netflix
Portfolio Pulse from Chris Katje
Content creator MrBeast is reportedly close to signing a deal with Amazon.com, Inc. (AMZN) for a reality competition series on Prime Video, potentially worth $100 million. This follows his successful YouTube video, a real-life version of Netflix's 'Squid Game,' which garnered 564 million views. The move is seen as a miss for Netflix Inc (NFLX), which has launched its own 'Squid Game' reality show. Other content creators have also transitioned to TV, like Dude Perfect with shows on CMT and Nickelodeon (PARA, PARAA) and The D'Amelios on Hulu (DIS). MrBeast's potential deal with Amazon could draw his large YouTube audience, owned by Alphabet Inc (GOOG, GOOGL), to Prime Video.
January 23, 2024 | 5:50 pm
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POSITIVE IMPACT
Amazon may secure a deal with MrBeast for a reality competition series on Prime Video, which could enhance its content offering and attract a significant audience.
Securing a deal with a high-profile content creator like MrBeast could significantly enhance Amazon Prime Video's appeal and draw in viewers, likely resulting in a positive impact on AMZN's stock in the short term.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
Disney's Hulu has successfully integrated content creators like The D'Amelios into its platform, indicating a trend that could benefit DIS if it continues to leverage such partnerships.
The success of content creators on streaming platforms, as seen with The D'Amelios on Hulu, suggests that DIS could benefit from similar partnerships, potentially having a positive impact on the stock.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 40
POSITIVE IMPACT
Paramount Global's CMT and Nickelodeon have hosted shows by YouTube group Dude Perfect, showing the company's engagement with content creators, which could be positive for PARA.
Paramount Global has a history of incorporating content creators into its television networks, which could continue to be a positive strategy for PARA, especially if it expands such partnerships.
CONFIDENCE 65
IMPORTANCE 40
RELEVANCE 30
NEUTRAL IMPACT
Alphabet's YouTube may lose exclusive content from MrBeast if his new reality series moves to Amazon Prime Video, but the impact is likely to be minimal given YouTube's vast content ecosystem.
While MrBeast moving a series to Amazon Prime Video could mean less exclusive content for YouTube, the platform's large and diverse content base is likely to mitigate any negative impact on GOOG's stock in the short term.
CONFIDENCE 75
IMPORTANCE 40
RELEVANCE 50
NEGATIVE IMPACT
Netflix may face increased competition from Amazon Prime Video if MrBeast's reality series draws his YouTube audience away, potentially impacting NFLX's market share in streaming.
MrBeast's large YouTube following and his previous success with a 'Squid Game' themed video suggest that his move to Amazon Prime Video could draw viewers away from Netflix, potentially negatively affecting NFLX's stock in the short term.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80