AB InBev and Netflix form global partnership across beer brands

BRUSSELS/LOS GATOS - AB InBev (Euronext:ABI) (NYSE:BUD) and Netflix (NASDAQ:NFLX), the $521 billion streaming giant with a "GREAT" InvestingPro Financial Health score, announced Monday a multi-year global partnership connecting the brewer’s portfolio with Netflix content and live events.

The agreement will allow AB InBev to collaborate with Netflix on co-marketing campaigns for various global and regional titles including "The Gentlemen" from the UK, "Brasil 70 - A Saga do Tri" from Brazil, and "Culinary Class Wars" from South Korea. The partnership will feature consumer activations, title integrations, limited-edition packaging, and digital promotions. Netflix, which has delivered a 37.66% return year-to-date and maintains strong revenue growth of 14.84%, continues to expand its entertainment ecosystem.

The companies will also work together on co-branded campaigns around Netflix live events. In Mexico, Cerveza Victoria recently served as a presenting sponsor for the Canelo vs. Crawford matchup. AB InBev will advertise during Netflix’s 2025 live NFL Christmas Game and collaborate on events like the 2027 Women’s World Cup on Netflix.

Marcel Marcondes, Global Chief Marketing Officer of AB InBev, stated in the press release that "streaming is a social and shared experience - it’s an occasion where beer and entertainment come together."

Marian Lee, Chief Marketing Officer at Netflix, added that the partnership aims to create "attention-grabbing campaigns" that are "unique, fun, and creative."

AB InBev’s portfolio includes global brands such as Budweiser, Corona, Stella Artois, and Michelob Ultra, along with numerous regional and local brands. The company reported revenue of $59.8 billion for 2024, according to the announcement.

The partnership represents a strategic move for both companies to connect with audiences through shared entertainment experiences. According to InvestingPro, Netflix currently trades above its Fair Value, with 15+ additional ProTips and a comprehensive Pro Research Report available for deeper analysis of this entertainment industry leader.

In other recent news, Netflix has been the subject of multiple analyst evaluations and strategic developments. Evercore ISI reiterated its Outperform rating for Netflix, setting a price target of $1,375, noting positive trends in the U.S. market despite some concerns over subscriber churn. Similarly, Bernstein maintained its Outperform rating with a $1,390 price target, addressing content licensing concerns amid speculation about a potential acquisition involving Warner Bros. Discovery and Paramount Global. KeyBanc also reiterated its Overweight rating and $1,390 price target, highlighting Netflix’s partnership with Amazon Ads as a positive move for ad monetization.

In a strategic partnership, Amazon has secured Netflix’s ad inventory for its demand-side platform, as reported by Citizens JMP, which maintains a Market Outperform rating on Amazon. Meanwhile, Netflix, along with other streaming platforms like Amazon Prime, Mubi, HBO Max, and Disney Plus, faced fines from Turkey’s broadcast watchdog for content allegedly violating "national and moral values." This regulatory action targets films with queer themes, which Turkish authorities claim ignore family values. These recent developments provide insight into Netflix’s current market positioning and strategic initiatives.

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