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Posts & Investments - #streaming

Evan
@evangower
📺 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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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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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 aroSee more
Market Cap
$142.42B
NFLX
NFLX
$12.35B
PARA
PARA
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Invested in Disney
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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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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. LSee more
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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 pickSee more
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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 liftingSee more
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Sold Shiba InuInvested for 3 hours
Lost5.09%
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Ad-Supported Streaming 📺 As we see the big players, like $DIS and $NFLX , move into the ad-supported streaming space I wonder what the numbers will do once they release their new services. - How many new subscribers will they gain? And at which tier of subscription? 🎉See more
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Added Disney to long-term portfolio
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The entertainment industry is getting spicer today. This time it's between Roku ($ROKU ) and the giants at Netflix ($NFLX ). According to an article from Business Insider, Netflix may be in talks to acquire Roku’s business. While there are no active negotiations, there is “internal chatter” from Roku employees, who appear to be speculating after Roku abruptly stopped them from selling their stock, tySee more
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Got some juicy news about shakeups at Disney $DIS It's being reported that Peter Rice, chairman of Disney’s entertainment and programming division, is exiting the company. Sources told THR, embattled Disney CEO Bob Chapek summoned Rice to his office Monday and relieved him of his duties. The CEO, who took over for Bob Iger last year, is said to have felt that Rice was no longer a fit. Chapek toldSee more
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