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Posts & Investments - #streaming

Evan avatar
Evan
@evangower
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Streaming price changes over the last year (ad-free tiers) • Disney: $10.99 ➡️ $13.99 • Hulu: $14.99 ➡️ $17.99 • Max: $14.99 ➡️ $15.99 • NBC: $9.99 ➡️ $11.99 • Netflix: $19.99 ➡️ $22.99…See more
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Evan avatar
Evan
@evangower
•
Streaming platforms go through changes constantly of what there lineup will be, picking and choosing which shows (scripted and unscripted) get renewed and which shows get axed. From 2020 to Auguest 2023, data shows about streaming cancellation rates that: • The 8 major streaming platforms (Amazon Prime Video, Apple TV+, Disney+, Hulu, Max, Netflix, Paramount+, NBC’s platform) had a combined aver…See more
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Kevin avatar
Kevin
@gosupernova
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Invested in Roku
#streaming #dca
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Evan avatar
Evan
@evangower
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Nielsen's Total TV and Streaming Snapshot Share of US TV Time (4/2023). • 34% Streaming • 32% Cable • 23% Broadcast…See more
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Evan avatar
Evan
@evangower
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📺 Streaming news - Paramount Global $PARA on Monday said it plans to combine its Showtime streaming service and linear TV network with its main subscription streaming brand, Paramount+. - Warner Bros Discovery $WBD James Gunn and Peter Safran's new slate of DC movies will be unveiled on Tuesday, Jan. 31 at noon, Eastern Standard Time.…See more
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Nadia Vanderhall avatar
Nadia Vanderhall
@nvknows
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As much as we’re seeing when it comes to cable and #streaming — this faux (fake) startup doesn’t seem like a bad idea! 😂😂😂📺
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Kevin Petrie avatar
Kevin Petrie
@MrPetrie
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I see many on #wallstreet calling for $NFLX to be the pick for streaming in 2023. I strongly disagree! My pick is hands down $PARA the two stocks have around the same ebita and revenue the only difference is Market cap! Para has only a 12B market cap with around a 4pe while Netflix has a massive 142B market cap running it at a 30pe. So ask yourself why you would pick Netflix over Para who pull in aro…See more
Market Cap
$142.42B
NFLX
NFLX
$12.35B
PARA
PARA
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Tristin Chambers avatar
Tristin Chambers
@taze
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Ouch $WBD , you good? 👀 Since David Zaslav and Discovery took over WarnerMedia, it's surely been a bleak ride. Let's break down a few of the most prolific mistakes. • Before the merger, Congress warned that WBD taking any steps to cut diverse and inclusive programming would being on the edge of anti-trust source: …See more
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Evan avatar
Evan
@evangower
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Daniel Loeb's Third Point has taken a new stake in Disney, pushing the entertainment giant to spin off its sports network ESPN. In a letter to Disney CEO Bob Chapek, Dan Loeb said there is a strong case that the ESPN business should be spun off. "ESPN would have greater flexibility to pursue business initiatives that may be more difficult as part of Disney, such as sports betting," Loeb said. L…See more
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Evan avatar
Evan
@evangower
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The headline number out of Disney’s quarterly results Wednesday seemed to show a notable milestone: The company had 221.1 million total subscriptions worldwide across its streaming services of Disney+, Hulu, and ESPN+. On that individual metric, that means Disney is now just ahead of streaming giant Netflix, which ended Q2 with 220.7 million total paid subscribers. Which company would you pick…See more
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Evan avatar
Evan
@evangower
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Disney $DIS reported its fiscal third quarter earnings on Wednesday after the bell 🔔 Revenue: $21.5 billion versus $21 billion expected ✅ Adj. earnings per share (EPS): $1.09 versus $0.96 expected ✅ Bucking a streaming slowdown that has recently bedeviled Hollywood, Disney+ added 14.4 million subscribers in the most recent quarter, about 45 percent more than Wall Street had expected and lifting…See more
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