The streaming giant's stock has traded for 11 straight days without a decline, the company's longest positive run ever.Its previous record was a nine-day stretch in late 2018 and early 2019 when the stock traded up for four days, was unchanged for a day and then traded positively for another four days.The stock is also trading at all-time high levels since it went public in May 2002.This new streak comes on the heels of Netflix's most recent earnings report on April 17, in which it revealed that revenue gre ...

fuboTV (FUBO) Q1 2025 Earnings Call May 02, 2025 08:30 AM ET Company Participants Ameet Padte - SVP of FP&A, Corporate Development & Investor RelationsDavid Gandler - Co-Founder, CEO & DirectorJohn Janedis - CFOClark Lampen - Managing DirectorAlicia Reese - SVP - Equity Research Conference Call Participants David Joyce - Senior Equity Analyst - Media SectorLaura Martin - Managing Director, Senior Internet & Media Analyst Operator Hello, and thank you for standing by. My name is Tiffany, and I will be your c ...

fuboTV (FUBO) Q1 2025 Earnings Call May 02, 2025 08:30 AM ET Company Participants Ameet Padte - SVP of FP&A, Corporate Development & Investor RelationsDavid Gandler - Co-Founder, CEO & DirectorJohn Janedis - CFOClark Lampen - Managing DirectorAlicia Reese - SVP - Equity Research Conference Call Participants David Joyce - Senior Equity Analyst - Media SectorLaura Martin - Managing Director, Senior Internet & Media Analyst Operator Hello, and thank you for standing by. My name is Tiffany, and I will be your c ...

Financial Data and Key Metrics Changes - In Q1 2025, the company reported total revenue of $407.9 million in North America, reflecting a year-over-year increase of 3.5% [6][11] - Net income from continuing operations was $188 million, translating to $0.55 per diluted share, compared to a net loss of $56.3 million and a loss per share of $0.19 in the prior year [12] - Adjusted EBITDA improved by $37 million year-over-year, reaching negative $1.4 million, indicating effective cost control and operational efficiency [12][13] Business Line Data and Key Metrics Changes - The North American streaming business had 1,470,000 paid subscribers, down 2.7% year-over-year but exceeding the Q1 guidance of 1,460,000 [6][11] - Advertising revenue for the quarter was $22.5 million, down 17% year-over-year, primarily due to the discontinuation of Warner Bros. Discovery and TelevisaUnivision Networks [11][12] Market Data and Key Metrics Changes - The company anticipates a decline in subscribers for Q2 2025, projecting 1,225,000 to 1,255,000 subscribers, which represents a 14% year-over-year decline at the midpoint [13][14] - For the Rest of World segment, Q2 guidance projects subscribers of 325,000 to 335,000, down 17% year-over-year, with revenue expected to decline by 15% at the midpoint [14] Company Strategy and Development Direction - The company is focused on achieving profitability in 2025 while continuing to enhance its content offerings and flexible packaging options [7][10] - The pending business combination with Hulu plus Live TV is seen as a strategic move to increase competition and consumer choice in the pay TV space [7][14] - The company is committed to negotiating content licensing agreements at fair rates and terms to support its skinny bundle offerings [10][22] Management Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's ability to navigate economic uncertainties and the evolving streaming landscape [6][7] - The company noted that while subscriber growth is expected to be modest, reactivations were better than anticipated in April, indicating resilience in customer demand [26] - Management emphasized the importance of profitability over growth, particularly in international markets, and is preparing for future expansion [31][33] Other Important Information - The company has made significant investments in technology and strategic content changes, resulting in improved profitability and cash flow [14] - The company is focused on interactive and gamified advertising formats, which have shown a year-over-year increase in traction [40][41] Q&A Session Summary Question: Update on content discussions with Televisa Univision - Management indicated no new updates but remains open to discussions under acceptable terms, while also noting a reduction in the price of the Latino package [18][19] Question: Impact of macroeconomic conditions on subscriber growth and advertising - Management reported that churn rates are in line with expectations and that April showed better-than-expected reactivations, with advertising growth improving [24][26] Question: Concerns about the Rest of World segment and GenAI integration - Management reiterated the focus on profitability for the Rest of World segment and highlighted the importance of technology and marketing investments for future growth [31][33] Question: Explanation for the decline in advertising revenue - Management clarified that the loss of ad-insertable hours from certain networks directly impacted ad revenue, but normalized figures would show slight year-over-year growth [35][36] Question: Performance of gamified ads and advertiser interest - Management reported a 30% year-over-year increase in interactive ads and noted strong interest from advertisers despite tightening budgets [40][41]

Roku (ROKU) reported $1.02 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 15.8%. EPS of -$0.19 for the same period compares to -$0.35 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1 billion, representing a surprise of +1.61%. The company delivered an EPS surprise of +29.63%, with the consensus EPS estimate being -$0.27.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...

Roku (ROKU) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Conrad Grodd - Vice President, Investor RelationsCory Carpenter - Internet Equity ResearchAnthony Wood - Founder, Chairman & CEODan Jedda - Chief Financial OfficerCharlie Collier - President of Roku MediaJustin Patterson - Managing DirectorMustafa Ozgen - President - Devices, Products & TechnologyJames Heaney - SVP - Equity Research Conference Call Participants Brent Navon - AnalystVasily Karasyov - Founder & Senior AnalystLaura ...

Roku (ROKU) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Conrad Grodd - Vice President, Investor RelationsCory Carpenter - Internet Equity ResearchAnthony Wood - Founder, Chairman & CEODan Jedda - Chief Financial OfficerCharlie Collier - President of Roku MediaJustin Patterson - Managing DirectorMustafa Ozgen - President - Devices, Products & TechnologyJames Heaney - SVP - Equity Research Conference Call Participants Brent Navon - AnalystVasily Karasyov - Founder & Senior AnalystLaura ...

Roku (ROKU) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Speaker0 be advised today's conference is being recorded. I would now like to turn the conference over to your speaker today, Conrad Grodd, Vice President, Investor Relations. Please go ahead. Speaker1 Thank you, operator. Welcome to Roku's first quarter twenty twenty five earnings call. On today's call are Anthony Wood, Roku's Founder and CEO Dan Jeddah, our CFO Charlie Collier, president, Roku Media and Mustafa Oskin, president, devices. Our full ...

Core Viewpoint - Spotify Technology has shown remarkable stock performance, with a significant increase in its stock price since late 2022, making it an attractive investment opportunity in a challenging market environment [1][4]. Company Performance - Spotify's stock has increased by 670% since late 2022, resulting in a compound annual growth rate (CAGR) of 128%, outperforming competitors like Netflix and Meta Platforms [4]. - The company has successfully grown its subscriber base from 206 million in late 2022 to approximately 265 million, indicating strong customer retention and engagement [7][8]. Financial Health - Spotify has transitioned from a net loss of over $1 billion in fiscal year 2022 to a net profit of $1.2 billion in 2024, showcasing a significant turnaround in profitability [11]. - Free cash flow has also improved, reaching $2.5 billion, which positions the company well for potential shareholder returns through stock buybacks or dividends [11][12]. Competitive Advantage - The "stickiness" of Spotify's subscriber base is a key asset, as evidenced by low churn rates and high customer loyalty, allowing the company to implement price increases without losing subscribers [6][9]. - The combination of rapid growth and a relatively modest valuation makes Spotify an appealing option for investors [12].

Tuesday, April 29, 2025A busy day greets us this morning, with major economic news hitting the tape ahead of the normal trading session, during it and afterwards, as well. Pre-market futures are mixed-to-flat once again, this time with the blue-chip Dow leading into positive territory. Bond yields have trended low but look fairly stable around 4.23% on the 10-year and 3.71% on the 2-year at this hour. Advance Trade Balance Sinks to All-Time DepthThe March report for Advance Trade Balance on Goods came out t ...