DIS Mar 2025 65.000 call

Netflix House is right out of Disney's playbook: Analyst

Netflix (NFLX) announced an upcoming physical attraction called the "Netflix House," where consumers can interact with their favorite movies and TV shows in real life through immersive experiences. Needham & Co. Senior Media & Internet Analyst Laura Martin joins Catalysts to give insight into Netflix's recent announcement and the platform's move into sports and live-event streaming. "They were demoing it at the [2024 Netflix] Upfront where you can go in and have all of their hit shows in real life. So it's their version of a theme park. So they're sort of copying in a low capital intensity way... the Disney (DIS) playbook," Martin tells Yahoo Finance. "More merch, more video games... They continue to do innovative things. I think the return on capital for some of these things is unknown and unproven, but they're really innovative." For more expert insight and the latest market action, click here to watch this full episode of Catalysts. This post was written by Nicholas Jacobino