Latest ideas and analyses related to streaming wars

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NFLX

+32 pts



$NFLX - Needham (bear) says Netflix is funding its SVOD competitors by not taking ad dollars, which undermines its ability to win the streaming wars

By puckerman17 on June 23, 2021, 12:54 p.m.
Tagged topics: digital advertising , Needham , media , streaming wars

Views: 128, Votes: 1, Responses: 0, Attachments: 8
NFLX , VIAC

+10 pts





By jojohnfoley98hnfoley98 on June 21, 2021, 11:11 p.m.
Tagged topics: buying opportunity , streaming , share buyback , subscriber growth , analyst top pick , tough comps , BMO , media , long-short , password sharing , SVOD increasing , streaming wars

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMZN , NFLX , DIS

+11 pts





By Noto on May 26, 2021, 1:23 p.m.
Tagged topics: spin-off , growing competition , Prime members , mergers and acquisitions , Piper Sandler , streaming wars , MGM Studios

Views: 3, Votes: 2, Responses: 0, Attachments: 0
AMZN , NFLX , DIS

+34 pts



$AMZN, $NFLX, $DIS - MGM Studios strengthens Amazon's competitive position and could boost Prime, but may be a bigger issue for streaming competitors

By mooreideas on May 26, 2021, 12:54 p.m.
Tagged topics: growing competition , Prime members , mergers and acquisitions , Piper Sandler , streaming wars , MGM Studios

Views: 161, Votes: 2, Responses: 1, Attachments: 7