The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

Netflix's monthly viewing exceeded 1 billion hours for the first time ever in June, according to a Facebook post by CEO Reed Hastings. That means U.S. subscribers watched around 80 minutes of Netflix per day last month. Following a disastrous attempt to split the company in two last year, Netflix appears to be making great progress. These recent numbers will put Netflix in a great negotiating position for content. And if more content can bring in even more viewers, then those incremental viewers could prove to be quite valuable. John and David think it's time to give Netflix a very close look.

Big tech names might gather a lot of investor attention, but the truth is that they're playing second fiddle to an even larger revolution in technology. To better prepare investors for this new revolution, The Motley Fool has just released a free report on mobile named "The Next Trillion-Dollar Revolution" that details a hidden component play inside mobile phones that also is a leader in the exploding Chinese market. Inside the report, we not only describe why the mobile revolution will dwarf any other technology revolution seen before it, but we also name the company at the forefront of the trend. Hundreds of thousands have requested access to previous reports, and you can access this new report today by clicking here -- it's free.

David Meier has no positions in the stocks mentioned above. John Reeves owns shares of Walt Disney. The Motley Fool owns shares of Walt Disney, Facebook, and Netflix. Motley Fool newsletter services recommend Netflix and Walt Disney. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.