Video Streaming: Netflix Faces Fierce Competition
Competition taking a toll on Netflix as its share of US subscription video streaming market keep falling as rivals gain ground.
Media & Entertainment
Market Realist covers the latest business and financial developments in media and entertainment, from broadcast to streaming and from small to big screen.
What’s in the Addressable TV Advertising Market for Comcast?
Comcast has launched a new initiative focused on targeted television advertising in order to build a more powerful addressable advertising solution that will maximize the impact of television as a marketing platform.
What Are Activision Blizzard’s Strategic Initiatives?
In this article, we’ll discuss Activision Blizzard’s (ATVI) key strategic initiatives in terms of driving revenue growth and enhancing user engagement.
Why Did Frontier’s Customer Churn Rate Increase in Q1?
Frontier Communications (FTR) has been making efforts to retain its customers and maintain a lower churn rate in a highly competitive telecommunications sector.
Spotify’s Average Revenue per User Continues to Decline
Spotify’s (SPOT) average revenue per user (or ARPU) has been declining over the past several quarters.
Electronic Arts: What to Expect from the Earnings Growth
The shift to digital gaming has driven the profit margins higher for Electronic Arts (EA) and its peers over the last few years.
What Impacted Electronic Arts’ Revenues in Fiscal 2019?
Last year, Electronic Arts announced that it would delay the launch of its highly anticipated Battlefield V game to improve users’ experience.
Disney to Target Kids and Adults with Disney+, ESPN+, and Hulu
Amid the growing shift from traditional cable to over-the-top streaming services, the Walt Disney Company (DIS) seems to have the upper hand.
Red Dead Redemption 2 Is a Key Revenue Growth Driver for Take-Two
Gaming companies such as Take-Two Interactive (TTWO), Electronic Arts (EA), and Activision Blizzard (ATVI) are highly dependent on popular franchises to drive sales.
Frontier Communications: Analysts’ Expectations in Q1
Frontier Communications (FTR) is scheduled to report its first-quarter earnings results on April 30.
A Look at Activision Blizzard’s Valuation
Activision Blizzard (ATVI) has a forward PE ratio of 35.9x for 2019.
When Can Disney Resume Its Share Buyback Program?
Disney has suspended its share repurchase program temporarily due to its heavy debt load.
What Are the Challenges Facing Spotify in 2019 and Beyond?
Though Spotify is a leader in the global music streaming market with a presence in over 75 countries, the company competes with tech heavyweights.
What Does 5G Have to Do with Zynga’s Business?
Zynga (ZNGA) is banking on 5G technology to enhance its growth potential.
Frontier Communications’ Earnings Trend
In 2018, Frontier Communications’ (FTR) adjusted net income and EPS were -$120 million and -$1.34, respectively.
Understanding the Details of the Disney-Fox Deal
Yesterday, Walt Disney (DIS) gained control over most of 21st Century Fox’s (or 21CF’s) media and entertainment assets, including its film production and TV businesses, Hulu, and Star India.
What Awaits Apple in Video Streaming Market?
Apple (AAPL) appears to be nearing the launch of its long-anticipated video streaming service.
Hulu and Spotify Just Furthered Their Partnership
Hulu, which will soon be controlled by the Walt Disney Company (DIS), and Spotify (SPOT) are extending a collaboration agreement they started in 2017.
Why Did S&P Downgrade Disney’s Rating?
On March 12, S&P Global Ratings reportedly downgraded the Walt Disney Company (DIS) to an A from an A+.
Where Does BluVector Fit in Comcast’s Strategy?
Comcast’s (CMCSA) recent purchase of cybersecurity company BluVector for an undisclosed amount looks like a promising opportunity for Comcast.
Spotify Faces Several Challenges in India
Music streaming giant Spotify (SPOT) continues to grow its global subscriber base.
Why T-Mobile Is Sponsoring Esports Leagues
T-Mobile (TMUS) recently renewed its sponsorship of the Overwatch League, the professional esports league run by videogame developer Activision Blizzard (ATVI).
How Theme Parks Are Fueling Disney’s Revenue
Disney has been generating substantial revenues from its theme parks, which have remained the driving force of the company’s top line growth.
Why Wall Street Fell in Love with Electronic Arts Stock
Electronic Arts (EA) gained 6.8% today as of 10:45 AM EST.
What’s Affecting Disney’s Revenue Growth?
The Walt Disney Company’s (DIS) revenue of $15.30 billion exceeded analysts’ revenue expectation of $15.14 billion in the first quarter of fiscal 2019.
Why Hulu Changed Its Pricing Strategy
According to a Variety report from January 23, Hulu lowered the price of its ad-supported streaming plan from $7.99 per month to $5.99 per month.
What’s Driving the Success of Comcast’s NBCUniversal Businesses?
Comcast’s (CMCSA) NBCUniversal business segment consists of filmed entertainment, theme parks, broadcast television, and cable networks divisions.
How Netflix Plans to Improve Its Free Cash Flow
Netflix (NFLX) has been spending aggressively on high-quality original content, which has resulted in negative free cash flows.
Netflix Continues to Spend on Original Content and Shows
In the fourth quarter, Netflix’s global paid subscriber base reached 139.3 million.
AMC Entertainment: Analysts’ Recommendations
Among the 13 analysts covering AMC Entertainment (AMC) stock, 62.0% recommended a “buy,” while 38% recommend a “hold.”
How Spotify Aims to Compete in Podcast Market
Spotify (SPOT) wants to focus more of its attention this year on developing its podcast business.
Why Is Hulu Posting Losses despite Its Strong Ad Revenue Growth?
According to Hulu, its 2018 advertising revenue rose 45%. Hulu is also adding subscribers and investing in original content and licensed series.
Does Tencent Music Entertainment Have Bright Future?
Tencent Music Entertainment (TME) held its IPO in December, pricing shares at $13 and raising $1.1 billion.
What Are Netflix’s Expansion Plans for 2019?
Netflix added 7.0 million subscribers in the third quarter, beating its forecast of 5.0 million subscribers and helping it to report better-than-expected revenue and earnings.
How Netflix’s Profitability Ratio Stacks Up with Peers
Netflix’s (NFLX) TTM (trailing-12-month) gross margin stands at 33.79% compared to the industry and sector average of 42.06% and 40.92%, respectively.
What Are Charter Communications’ Q4 2018 Revenue Expectations?
Charter Communications’ (CHTR) top line has been improving for the past few quarters.
Looking at Disney’s Debt Load amid Fox Assets Acquisition
In June, the Walt Disney Company agreed to buy the media and entertainment assets of Rupert Murdoch–owned 21st Century Fox.
Apple Is on Track to Hit Its 2020 Services Revenue Goal
Apple is working toward its goal of doubling its 2016 Services revenue by 2020. The company generated Services revenue of $24.3 billion in 2016.
What Are Activision Blizzard’s Key Revenue Growth Drivers?
Activision Blizzard’s (ATVI) Call of Duty, World of Warcraft, and Candy Crush continue to be major drivers of its revenue growth.
Activision Blizzard’s Valuation Compared to Its Peers’
We’ve already seen that Activision Blizzard’s’ (ATVI) revenues are expected to rise 4.6% in 2018 and 6.3% in 2019.
How Shazam Makes Money
The money that Shazam generates would go a long way towards boosting Apple’s services business, where revenue rose 31% year-over-year to $9.5 billion in the fiscal third quarter ended in June.
Why Disney Had to Discontinue Its Share Repurchase Program
Disney announced that it would not continue its share repurchase program until it completed its proposed acquisition of media assets from 21st Century Fox.
Apple Music Gained Market Share in the First Half of 2018
Music streaming service providers Spotify (SPOT) and Apple Music (AAPL) continue to gain subscribers.
How Shazam Acquisition Could Benefit Apple
Apple (AAPL) finally received the green light from regulators in the European Union last week to acquire UK-based music recognition app Shazam Entertainment.
Debt Remains Netflix’s Prime Source of Financing
Netflix (NFLX) considers debt its main source to finance content, given its lower cost of capital.
Take a Look at Netflix’s Competitive Landscape
All the competition is hurting Netflix’s membership growth. In fiscal Q2 2018, it missed its subscriber guidance for the first time.
PayPal Invests in Adyen Rival
PayPal (PYPL) recently invested in PPRO, a Britain-based startup specializing in cross-border payments for merchants.
Where Netflix’s Valuation Stands among Its Peers
Netflix is now trading at a PE (price-to-earnings) multiple of 239.61x.
Why Activision Blizzard Aims to Target the Battle Royale Gaming Segment
In March, the stock prices of gaming companies Activision Blizzard (ATVI), Take-Two Interactive (TTWO), and Electronic Arts (EA) fell, driven by concerns over the tremendous success of Epic Games’ Fortnite.
Why Disney Is Investing in Theme Parks
In fiscal 2Q18, Disney’s Parks and Resorts segment reported revenues of $4.9 billion.