2026년 2월 20일 · Unknown · financial · 출처 Yahoo Finance
Netflix (NFLX) and Paramount's (PSKY) bidding war for Warner Bros. (WBD) is still going strong.
MNTN (MNTN) CEO Mark Douglas joins Asking for a Trend host Josh Lipton to share his take, explaining why one company needs the acquisition more than the other.
To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend.
Video Transcript
00:00 Speaker A
Great to see you as always. So let's let's just start there, Mark. So the the WBD, uh Netflix Paramount story continues. You say here, uh Mark, WBD, you say it's a must have for Paramount. It's a nice to have for Netflix. Why? Explain that for us, Mark. What do you mean by that?
00:26 Mark
Well, it's really simple. Netflix is already the largest streaming platform in the world. So adding, you know, HBO, I think in particular, but the entire HBO Max, you know, family of content and so forth is very beneficial to Netflix. I also think it's kind of underrated that they also have a very experienced sales team for ad sales, which I think could be a boost um to Netflix, but they it doesn't really truly move the needle for Netflix, but in Paramount's case, who's trying to build the challenger to Netflix and Disney, I just don't know that they can do that without having that kind of content and that kind of property. And so that's why like this is literally a must have deal for Paramount. I don't see them backing down. I think they're in it to win it. and honestly, I don't think the Ellisons in particular, I worked for Larry Ellison many years ago at Oracle. Um, I mean he's he's ready to fight. and so I I I think they stand a really good chance here.
01:51 Speaker A
Yeah, I I would not want to get in Larry's way, uh Mark, your point is well taken. What what does this consolidation, Mark? What does it broadly mean in this streaming market? What does it mean for advertisers? I mean, do you think does the consolidation make their life easier, uh riskier? What what are the puts and takes?
02:18 Mark
I think that for advertisers, it's it doesn't change that much. I mean, the the whole world of television advertising um has become very, very programmatic. meaning you're not really on the phone with people. My company mountain we're a big part of that in terms of, you know, kind of bringing that to the small mid-sized market. And so for advertisers, I mean, I think they just want to reach viewers and they want to reach them on the world's best content. And so if this allows Netflix who brings a lot of content, the consolidation allows more of that content to be created, it's going to be good for everyone. I don't think anyone loses. I don't think you're going to see price pressure or things become more complex or even simpler because the simpler was already in motion with the the the revolution in streaming.
03:19 Speaker A
Mark, broadly, how healthy, how resilient is the ad market in 2026? I mean, you have a a front row seat there. What do you see?
03:29 Mark
I I think it's very healthy. I mean, what we're seeing is that advertisers continue to want to have a third option beyond search and social. and I guess maybe also AI, which I think many put more like you do search engine optimization and now includes AI optimization, AIO. Um, and so they want that third option. So they want to see a healthy television industry. Also, there's just something magical about TV. I mean, no people are not going to dinner with their friends and talking about the podcast, you know, in an excited tone. They might they they're watch they're talking about Landman, they're talking about, you know, traders on MVC, the Olympics, they're talking about the best content in television. So I think advertisers really want a healthy TV industry and so anything that contributes to that, they're very excited about.
04:36 Speaker A
In in terms of the role of AI, Mark, just explain a bit more to the audience about your quick frame product because I was reading here, my understanding, Mark, it can create an ad. Do I have this right in only about 12 minutes?
04:52 Mark
Well, in the yeah, it generates an ad in 12 minutes. Um, you may then edit that ad and spend some time tweaking it and it it has capabilities to do that kind of editing scene by scene. But if you just go in there and say, this is what I want, general you put in some prompts um to to tweak it and generate 12 minutes later, you have a 30-second very, very professional professionally produced commercial. The the event literally a year ago, you could not get a usable video out of AI. And we're now sitting here a year later and like I I'm an advocate for these videos should be marked as AI because they're that real, you know, they're that good and that realistic. And we're putting out a lot of AI content around our own brand and we see our customers doing the same.
05:57 Speaker A
Mark, as always, so good to have you on the show. Thank you.
06:01 Mark
Thank you.
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