Latest ideas and analyses related to streaming

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DIS

+34 pts



$DIS - JP Morgan says Star+ launch in LatAm could drive #Disneyplus subs, sees soft trends at Parks as temporary

By puckerman17 on Sept. 15, 2021, 10:31 a.m.
Tagged topics: Disney+ , streaming , JP Morgan , media , Delta variant , Star+

Views: 122, Votes: 2, Responses: 0, Attachments: 2
NFLX

+5 pts





By kyunbhai on Sept. 8, 2021, 11:55 a.m.
Tagged topics: valuations , streaming , growth stock , TAM expansion , gaming , live entertainment , Barclays , online entertainment platform , merchandizing

Views: 2, Votes: 1, Responses: 0, Attachments: 0
NFLX

+37 pts



$NFLX - Barclays believes Netflix is in the early stages of TAM expansion from multiple sources, such as gaming

By junkfoodlover on Sept. 8, 2021, 10:39 a.m.
Tagged topics: streaming , TAM expansion , gaming , live entertainment , Barclays , merchandizing

Views: 465, Votes: 2, Responses: 1, Attachments: 2
ROKU

+32 pts



$ROKU - Deutsche believes The Roku Channel is well positioned to take leading position in the #AVOD market, and advertisers are willing to pay a premium

By puckerman17 on Aug. 25, 2021, 12:50 p.m.
Tagged topics: streaming , AVOD , deep dive , Deutsche Bank , adtech

Views: 231, Votes: 1, Responses: 0, Attachments: 2
WMG , NFLX , DIS , SPOT , FOXA , ROKU , VIAC , OMC , MSG

+40 pts



Morgan Stanley most bullish on $WMG $NFLX and $DIS following Q2 characterized by advertising boom but streaming slowdown

By puckerman17 on Aug. 18, 2021, 10:46 a.m.
Tagged topics: streaming , digital advertising , media , cord cutting

Views: 235, Votes: 2, Responses: 0, Attachments: 2
VIAC

+10 pts





By jasonjanero on Aug. 17, 2021, 12:35 a.m.
Tagged topics: streaming , earnings results , Goldman Sachs , Needham , media

Views: 3, Votes: 1, Responses: 0, Attachments: 0
DIS

+1 pts





By wngnln on Aug. 15, 2021, 3:04 p.m.
Tagged topics: streaming , beat and raise , Parks reopening , reopening beneficiaries

Views: 3, Votes: 1, Responses: 0, Attachments: 0
DIS

+36 pts



$DIS - RBC sees continued momentum for DTC net adds for at least next 2 quarters

By puckerman17 on Aug. 13, 2021, 1:20 p.m.
Tagged topics: streaming , beat and raise , Parks reopening , reopening beneficiaries

Views: 122, Votes: 2, Responses: 1, Attachments: 12
VIAC

+10 pts





By realmomobags on Aug. 12, 2021, 9:05 a.m.
Tagged topics: streaming , earnings results , Goldman Sachs , Needham , media

Views: 1, Votes: 1, Responses: 0, Attachments: 0
VIAC

+1 pts





By 12MeterYacht on Aug. 9, 2021, 6:56 a.m.
Tagged topics: streaming , earnings results , Goldman Sachs , Needham , media

Views: 3, Votes: 1, Responses: 0, Attachments: 0