Core Points - NACON has signed a new agreement with WRC Promoter for the publishing of official games based on the FIA World Rally Championship from 2027 to 2032, granting exclusive rights for PC and consoles for six seasons [1] - The partnership aims to develop a new WRC game series that provides an immersive experience reflecting the reality of the championship, featuring official rallies, vehicles, teams, drivers, and sponsors [2] - The project represents a complete reboot of the franchise, driven by a specialized team with the ambition to elevate rally games to new heights [3] Company Overview - NACON, part of the BIGBEN group, was established in 2019 to optimize expertise in the video game market, comprising 16 development studios and focusing on game publishing and premium gaming peripherals [4]

Did you analyze how Zoom Communications (ZM) fared in its international operations for the quarter ending April 2025? Given the widespread global presence of this video-conferencing company, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health and growth journey. Inv ...

Core Viewpoint - Netflix aims to reach a market cap of $1 trillion by 2030, doubling its current valuation of $500 billion, driven by global expansion, pricing power, and new revenue streams from advertising and sports content [2][14]. Group 1: Global Expansion and Subscriber Growth - Netflix has surpassed 300 million total subscribers as of the end of 2024, making it the largest pure-play premium video streamer globally, with significant room for growth given the global population of 8 billion [4]. - The company has invested in producing content tailored for various international markets, including Europe, Latin America, South Korea, and India, capitalizing on the global video streaming market [3]. Group 2: Pricing Power and Revenue Growth - The premium subscription tier in the U.S. has increased from $11.99 in 2013 to $24.99 currently, contributing to a revenue growth of nearly 600% over the past decade [5]. - Operating income has risen to $11.3 billion in recent years, with positive free cash flow of $7.5 billion over the last 12 months, providing the company with the flexibility to pursue further global growth [6]. Group 3: Advertising and Sports Content - Netflix plans to grow its advertising tier revenue from an estimated $2 billion currently to around $9 billion by 2030, which is expected to drive new sign-ups [9][10]. - The company is investing in sports content, such as licensing World Wrestling Entertainment, to attract advertisers and enhance its advertising revenue potential [11][12]. Group 4: Financial Projections and Market Cap Goals - Netflix aims to double its revenue to $80 billion and triple its operating income to approximately $30 billion by 2030, with advertising revenue playing a significant role in this growth [14][15]. - Achieving a market cap of $1 trillion would imply a price-to-earnings ratio of 40 based on projected net income of $25 billion, which is above the average for stocks [17].

Market players were eager to push the start button on Nintendo (NTDOY 5.13%) stock as the trading week drew to a close. Shares of the storied Japanese video game company finished Friday up by more than 5% thanks in no small part to an analyst's price-target increase. That rise was in contrast to the S&P 500's dip of 0.4%.A bull gets more bullishBefore market open that day, JPMorgan Chase's Junko Yamamura lifted her fair value assessment on Nintendo's Japan-listed stock to 15,300 yen ($106.52) per share, up ...

A handful of stocks benefited massively during the pandemic. It was an interesting time to be an investor, to say the least, and those who targeted the stay-at-home stocks were rewarded handsomely with considerable gains.A few of those stocks include Shopify (SHOP) , Zoom Video Communications (ZM) , and Peloton Interactive (PTON) . Below is a chart illustrating the performance of each over the last year, with the S&P 500 blended in as a benchmark.Image Source: Zacks Investment ResearchAs we can see above, t ...

Group 1 - The Extraordinary General Meeting of EVS Broadcast Equipment SA has been postponed to June 10, 2025, due to a lack of attendance quorum [1] - The Board of Directors will propose the issuance of warrants for shareholder approval during the General Meeting [2] - EVS is recognized as a leading provider in live video technology for broadcast and new media productions, serving billions of viewers daily [2][3] Group 2 - The company is headquartered in Liège, Belgium, with a global presence in over 100 countries and employs more than 700 team members [3] - EVS is publicly traded on Euronext Brussels and is part of the Euronext Tech Leaders and Euronext BEL Mid indices [3]

Core Insights - Zoom Communications Inc. reported stronger-than-expected earnings for its first quarter, with earnings of $1.43 per share, surpassing the analyst consensus estimate of $1.31, and quarterly revenue of $1.17 billion, meeting the Street estimate [1] - CEO Eric S. Yuan highlighted the company's performance as a testament to its platform strength and AI-first innovation, noting that customers are increasingly turning to Zoom for efficiency and improved experiences in a challenging macroeconomic environment [2] - Following the earnings announcement, Zoom shares fell by 1.5% to $81.03 [3] Financial Guidance - Zoom raised its fiscal 2026 adjusted EPS guidance from a range of $5.34 to $5.37 to a new range of $5.56 to $5.59, exceeding the $5.41 analyst estimate [2] - The company also increased its revenue outlook from a range of $4.79 billion to a new range of $4.8 billion to $4.81 billion, compared to the previous estimate of $4.79 billion [2] Analyst Ratings and Price Targets - Rosenblatt analyst Catharine Trebnick maintained a Buy rating on Zoom and raised the price target from $90 to $100 [8] - Morgan Stanley analyst Meta Marshall maintained an Equal-Weight rating and increased the price target from $79 to $85 [8] - Wells Fargo analyst Michael Turrin also maintained an Equal-Weight rating, boosting the price target from $75 to $80 [8]

Core Insights - Vimeo, a leading private video network, announced participation in upcoming financial conferences [1][3] - The company emphasizes its role as an innovative video experience platform serving millions of users [2] Company Participation in Conferences - Vimeo's CFO, Gillian Munson, will participate in the Jefferies Public Technology Conference on May 28, 2025, at 8:30 AM ET [3] - Additionally, Vimeo will be present at the TD Cowen 53rd Annual Technology, Media & Telecom Conference on May 29, 2025, at 1:15 PM ET [3] Company Overview - Vimeo is recognized as the world's most innovative video experience platform, enabling high-quality video creation [2] - The platform serves a diverse community, including creative storytellers and large global teams, with videos receiving billions of views monthly [2]

短视频多平台发布策略深度解析：机遇与挑战并存 一、跨平台运营已成行业趋势 直接搬运视频平均播放量仅为改编视频的29%。建议建立"中央厨房"工作流：核心素材库保存原始内容，适配层根据平台特性调整视频比例、背景音乐等元 素。某测评账号通过此方法将播放量提升239%，但需注意单个视频增加1.5小时改编耗时。 2. 数据管理优化 2023年，短视频创作者面临单平台增长瓶颈的困境。以某知识类账号为例，其在单一平台突破50万播放量后陷入停滞，通过多平台分发策略，第二周便在新 平台斩获10万+粉丝。当前环境下，跨平台运营不仅是流量获取手段，更是内容创作者的核心生存能力。 | | # 三十六年日 F | | | | | | A 超级VIP | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | | | | | | | | | | 工作台 | © 账号管理 | | | | | | | | | 0 | 全部 | | | | | | | | | 账号 | | d 抖音 | > | 搜索账号 | Q | 每个账号都可以指定你想要的区域 | | | | ୍ବି ...

Core Viewpoint - Coupang and Sea Limited, once popular growth stocks, are now being evaluated for their potential as turnaround plays in the current market environment [1][3]. Coupang Overview - Coupang operates South Korea's largest e-commerce platform and went public at $35 in March 2021, reaching an all-time high of $50.45 shortly after [2]. - The stock currently trades at approximately $27, having retreated from its peak due to slowed growth and rising interest rates [3]. - Coupang's active customer base grew from 14.9 million at the end of 2020 to 23.4 million in Q1 2025, with Wow subscribers increasing from 6 million in 2020 to 13 million in 2023 [6]. - The company has expanded its marketplace to Taiwan and acquired Farfetch to diversify beyond South Korea, achieving a revenue CAGR of 26% from 2020 to 2024 [7]. - Coupang turned profitable on a GAAP basis in 2023 and 2024, driven by higher-margin marketplace expansion and automation [8]. - Analysts project Coupang's revenue and GAAP EPS to grow at CAGRs of 13% and 130% from 2024 to 2027, respectively, with a current valuation of 1.4 times this year's sales [9]. Sea Limited Overview - Sea Limited, based in Singapore, operates Shopee, the leading e-commerce platform in Southeast Asia, and went public at $15 in October 2017, reaching a peak of $366.99 in October 2021 [2]. - The stock currently trades at around $163, facing challenges as growth has slowed and competition has intensified [3][12]. - Sea's strategy relied on Garena's gaming profits to subsidize Shopee's losses, but the gaming segment has faced setbacks, including the ban of Free Fire in India [11]. - Despite these challenges, Sea's revenue grew at a CAGR of 40% from 2020 to 2024, and it also turned profitable on a GAAP basis in 2023 and 2024 [14]. - Analysts expect Sea's revenue and GAAP EPS to grow at CAGRs of 20% and 97% from 2024 to 2027, with plans to enhance Shopee's features and expand into Vietnam [15]. Investment Comparison - Coupang is viewed as a more balanced investment with a cheaper valuation compared to Sea, which is heavily reliant on a single aging video game for profits [16]. - While Sea is growing faster, its higher forward price-to-sales ratio makes it less attractive than Coupang [16].