Key Points Roku's active user count grew from 70 million to 90 million between 2022 and 2024. The company kept hardware and service prices steady during inflation while competitors raised theirs. Roku's patient pricing strategy during the inflation crisis is now delivering impressive financial results. 10 stocks we like better than Roku › Some investors thought Roku (NASDAQ: ROKU) was a pure hero of the coronavirus lockdown era. The media-streaming technology expert's stock soared in 2020, stalle ...

Core Viewpoint - Victory+ and Gray Media are collaborating to simulcast 17 Dallas Stars NHL games, enhancing access for fans in 15 television markets across Texas, Arkansas, and Louisiana during the 2025-26 season [1][2][3] Group 1: Partnership Details - The partnership will provide free over-the-air broadcasts of 17 games, including a mix of regular-season and pre-season matchups [2][3] - The targeted markets include various cities in Texas, Arkansas, and Louisiana, ensuring broader access to hockey content for fans outside major metropolitan areas [2][3] Group 2: Company Background - A Parent Media Co. Inc. (APMC) is a media and technology company focused on innovative consumer and brand solutions, emphasizing Safe Streaming™ and monetization technologies [4] - Victory+ is a free sports streaming service that offers regional broadcasts of teams like the Dallas Stars, along with a library of on-demand sports content [4] Group 3: Gray Media Overview - Gray Media, headquartered in Atlanta, is the largest owner of local television stations in the U.S., reaching approximately 37% of U.S. television households [5][6] - The company operates in 113 television markets and includes a diverse portfolio of media properties, enhancing its digital marketing strategies [5][6]

Netflix is testing theaters, merch, and themed experiences -- but is this a lasting strategy? Check out the potential upsides and risks.Media-streaming veteran Netflix (NFLX 0.60%) is trying a bunch of new things. The king of digital entertainment is adopting a bunch of old-school ideas right now. Some of these moves are already turning heads, but is this a unique moment in time or a fresh long-term strategy for Netflix?From Netflix views to Billboard hitsI'm sure you've seen a few of the headlines already. ...

Gray's new video streaming environment will revolutionize media streaming in four key ways: "This newly created video partnership marks a pivotal moment for Gray. With this game-changing infrastructure, we are leading the charge into the future of local streaming, one personalized viewing experience at a time," Gray's President and Co-CEO Pat LaPlatney said. "We are excited to be the first to deliver this innovative technology to viewers, including tailored recommendations and a personalized content experie ...

Core Viewpoint - Roku's stock appears expensive at a valuation of 100 times forward earnings, yet the company's significant business growth suggests it may be undervalued [1][4]. Group 1: Business Growth - Roku's revenue increased by 89% over the last four years, averaging an annual growth rate of 17.3%, despite the stock price falling by 81% during the same period [4]. - The company's growth rate outpaces that of competitors like Netflix and Meta, which have price-to-sales ratios of 12.6 and 11 respectively, while Roku's is only 2.9 [6][7]. Group 2: Market Valuation - The current market cap of Roku stands at $12.9 billion, which may not reflect its growth potential when compared to its peers [1]. - Roku's stock is considered to deserve a higher sales multiple based on its growth trajectory, even if it should not surpass the market values of Netflix or Meta [7][8].

Content Acquisition - Netflix is exploring a deal to stream Major League Baseball's Home Run Derby [1] - ESPN walked away from the deal [1]

Core Insights - Disney is exploring potential bundling opportunities with other sports programmers as it prepares for the launch of ESPN's streaming service [2][4] - ESPN's new streaming app will launch on August 21 at a price of $30 per month, offering access to all ESPN linear networks and exclusive digital content [2] - Fox Corp. is also set to launch its streaming service, Fox One, on the same day, which will include news, sports, and entertainment [3] Group 1 - Disney's bundling strategy has been successful in the past, particularly with its Hulu/Disney+/ESPN+ package and a partnership with Warner Bros. Discovery for an HBO Max-Disney bundle [4] - The sports sector is particularly suitable for bundling due to the decline of traditional pay-TV and the rise of niche services [4] - Disney aims to enhance consumer experience by making it easier to access sports content across platforms [5] Group 2 - Disney's recent announcements include a significant deal with the NFL to exchange equity for control of NFL Media assets [5] - The company reported solid quarterly financial results, indicating a stable performance amidst the evolving media landscape [5]

Spotify expands audiobooks access to family plan members in the US for the first time | TechCrunch https://t.co/tUPp6tecbT ...

Financial Data and Key Metrics Changes - Consolidated revenue increased by 2%, benefiting from core growth drivers in connectivity and content, which collectively represent nearly 60% of total revenue and grew at a high single-digit rate this quarter [20][21] - EBITDA grew by 1% this quarter, adjusted EPS increased by 3% to $1.25, and free cash flow generated was $4.5 billion, with $2.9 billion returned to shareholders, including $1.7 billion in share repurchases [21][28] Business Line Data and Key Metrics Changes - Broadband subscriber losses totaled 226,000 due to competitive pressures and seasonal factors, but early signs of stabilization in Connect activity and voluntary churn were noted [21][22] - Broadband ARPU grew by 3.5%, with a 20% increase in the share of new connects choosing premium gig speeds [22][24] - Business Services revenue increased by 6%, with EBITDA growth of nearly 5%, aided by the acquisition of Nitell [24][25] - Parks revenue increased by 19% due to the successful opening of Epic Universe, although EBITDA growth was limited to 4% due to soft opening costs [27][28] Market Data and Key Metrics Changes - Xfinity Mobile achieved a record quarter with 378,000 new lines added, bringing total lines to 8.5 million and penetration to 14% of the residential broadband base [11][24] - Peacock's revenue grew by over 20% year-over-year, contributing significantly to NBCUniversal's total volume [16][30] Company Strategy and Development Direction - The company is focused on a go-to-market strategy for broadband, emphasizing pricing transparency and customer experience improvements to build a loyal customer base [5][10] - The successful opening of Epic Universe reflects the company's long-term strategy to expand reach and enter new markets [14][15] - The media segment is leveraging a combination of live sports and entertainment to drive results, with a strong lineup of upcoming events [16][17] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the intense competitive landscape in broadband, particularly from fixed wireless and fiber competitors, but expressed confidence in the company's strategic initiatives [38][39] - The company expects healthy broadband ARPU growth over the year, despite potential moderation due to the rollout of new pricing structures [22][58] - Management is optimistic about the long-term growth potential of the media business, particularly with the upcoming NBA season and the integration of Peacock [70][72] Other Important Information - The company anticipates a cash tax benefit of approximately $1 billion annually due to recent tax legislation, which supports infrastructure investments [33][63] - The company is strategically positioned to benefit from the growing demand for broadband and entertainment services, with a focus on innovation and customer experience [34][86] Q&A Session Summary Question: Early reactions to broadband adjustments and competitive landscape - Management noted that the competitive landscape remains intense, with fixed wireless and fiber competitors active, but early results from new pricing strategies are encouraging [38][39] Question: Impact of involuntary disconnects and Project Genesis - A slight uptick in non-pay disconnects was observed, but overall stabilization in Connects and voluntary churn was noted, with network upgrades on track [46][47] Question: Everyday pricing and ARPU growth - Management indicated that while everyday pricing may moderate ARPU growth in the near term, they expect healthy growth in the long run as more customers transition to new packages [53][58] Question: Convergence revenue growth expectations - Convergence revenue growth of 3.7% was reported, with expectations for some pressure in the short term but potential for reacceleration in the future [61][65] Question: M&A interest and strategic partnerships - Management emphasized a disciplined approach to M&A, focusing on smaller acquisitions and strategic partnerships, particularly in business services [89][95]

Further details regarding the Reverse Stock Split can be found in the Company's proxy statement filed with the Securities and Exchange Commission, and on the Company's website: https://www.anghami.com/investors. About Anghami Inc. (NASDAQ: ANGH) Anghami is the leading multi-media technology streaming platform in the Middle East and North Africa ("MENA") region, offering a comprehensive ecosystem of exclusive premium video, music, podcasts, live entertainment, audio services, and more. In a strategic move in ...