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Price Hikes or Push to Ad-Tier?
41 minutes Posted Oct 20, 2023 at 8:32 pm.
Netflix’s premium tier is now nearly twice as expensive as it was a decade ago – is this pricing power or an effort to move more users to its new ad tier?
Jason Moser and Matt Argersinger discuss: - Netflix’s price increases, and why the economics of its new advertising approach might be better than its subscriber business. - How making EVs affordable is eating into Tesla’s industry-leading margins. - The Craig Jelenik era at Costco and how the company is doing succession right.
Motley Fool Money’s Deidre Woollard caught up with McKeel Hagerty, CEO of Hagerty about his company’s focus – insuring classic cars, as well as his favorite ride, and the unique ways Hagerty tries to reach new customers.
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Netflix’s premium tier is now nearly twice as expensive as it was a decade ago – is this pricing power or an effort to move more users to its new ad tier? (00:14) Jason Moser and Matt Argersinger discuss: - Netflix’s price increases, and why the economics of its new advertising approach might be better than its subscriber business. - How making EVs affordable is eating into Tesla’s industry-leading margins. - The Craig Jelenik era at Costco and how the company is doing succession right. (19:04) Motley Fool Money’s Deidre Woollard caught up with McKeel Hagerty, CEO of Hagerty about his company’s focus – insuring classic cars, as well as his favorite ride, and the unique ways Hagerty tries to reach new customers. (32:11) Jason and Matt break down two stocks on their radar: Chipotle and Home Depot.To get our special Stock Advisor offer for podcast listeners, head to: fool.com/mfmdiscountStocks discussed: NFLX, TSLA, COST, PLD, BX, TSM, HGTY, CMG, HDHost: Dylan Lewis Guests: Jason Moser, Matt Argersinger, McKeel Hagerty, Deidre Woollard Engineers: Rick Engdahl, Chace Przylepa  Learn more about your ad choices. Visit megaphone.fm/adchoices