😲Microsoft's next big acquisition will be Netflix! Hear me out. Apple (Apple TV+), Amazon (Prime Video), and Alphabet Inc. (YouTube TV) all have streaming services, but Microsoft doesn't. Last year Netflix announced a big push for Netflix gaming subscriptions. Microsoft has 25M game pass subscribers while also acquiring Activision/Blizzard. Netflix uses AWS, so a Microsoft acquisition would be a flip and win for Azure. This is why I believe the recent partnership between Microsoft and Netflix (for ad-based services) is actually a precursor to an acquisition. ... #microsoft #azure #amazon #gaming #netflix #streaming #aws