Summary of articles published up to: 2025-02-06 16:45
Market-moving catalyst:
[🔑] Disney reported $24.7 billion in revenue and adjusted EPS of $1.76, exceeding expectations. However, it also revealed a decrease of 700,000 streaming subscribers.
[🔑] Disney+ reached 125 million subscribers, while Netflix gained 19 million subscribers in a quarter.
[🔑] Spotify gained more subscribers than anticipated in Q4, drawing parallels to Netflix’s sustained subscription growth.
Competitive positioning:
[🔑] Disney aims for high-single-digit EPS growth by 2025, focusing on margin improvement.
[🔑] Disney plans to centralize streaming offerings within Disney+ to provide a more unified streaming experience.
[🔑] Redburn Atlantic suggests that Netflix’s advertising potential is underestimated, projecting ad revenues to increase from 4% to 20% of total sales by 2028.
Risk assessment:
[🔑] Disney faces challenges in the streaming industry, with declining linear TV business performance and modest Disney+ growth.
[🔑] Disney’s international Disney+ subscribers declined after a price hike, while Netflix surpassed 300 million global subscribers and achieved over $10 billion in profits.
[🔑] Roku’s stock performance in January was influenced by improving market sentiment and strong revenue growth, positioning the company as a promising player in the streaming industry.
Reference
- Disney streaming subscribers slip in Q1: Analyst talks earnings
- Disney CFO: Netflix had a big quarter, but don’t discount Disney+
- Spotify’s Story Looks Similar to Netflix’s. Why There’s Still a Case Against Buying Now.
- Disney to Centralize Streaming Offerings Within Disney+
- Disney+ subscribers plunge after price rise
- Why Roku Stock Climbed 11% in January
- Netflix, Inc. (NASDAQ:NFLX) is a favorite amongst institutional investors who own 84%
- Netflix ad growth could drive upside, Redburn Atlantic says