Microsoft’s Next Target Could Be Netflix


  • I think Netflix, in the event of an acquisition, would likely be included in some sort of super subscription where the customer gets Microsoft’s Game Pass and Netflix’s videos.
  • Such a merger has enormous synergy effects. Currently, Netflix uses Amazon Web Services as its cloud platform.
  • I think in the long term, it’s all about AI and feeding these systems with as much data as possible, including biometric data, from as many people as possible.
  • Maybe a Netflix acquisition is a backup plan for Microsoft if the Activision acquisition fails.

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There is a new rumor on the acquisition horizon. Although the takeover of Activision (ATVI) by Microsoft (NASDAQ:MSFT) hasn’t even been completed yet, there are already rumors about the next target, and it’s

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Disclosure: I/we have a beneficial long position in the shares of MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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