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Jim Cramer on Sportradar: “I Think That the Fundamentals Are Good Here”
Yahoo Finance· 2025-10-11 14:03
Sportradar Group AG (NASDAQ:SRAD) is one of the stocks Jim Cramer recently offered insights on. A caller asked if Cramer thinks that the rise in prediction markets is a threat to the fundamentals of the company or if it is a good thing. He replied: “No, no, I don’t. I think that the fundamentals are good here. I do think that there’s a general belief that I get now when I go out talking about my book, that people feel that there’s too much gambling, and that does have me worried because that’s an existent ...
X @Andy
Andy· 2025-09-15 15:20
My co-founder is at Basecamp. We will be working closely with Base on streaming going forward.More to come on that from Robbie, shoot him a follow.robbie (@robbie_rollup):BREAKING: Base will launch a token. Announced today at Basecamp in Stowe, Vermont https://t.co/VWtMEc53cj ...
X @Easy
Easy· 2025-09-03 01:43
Streaming Platform Growth - Streaming is believed to be a successful avenue for growth [1] - One individual's actions significantly increased the number of streamers on Pump Fun [1] - Creator rewards exceeding 60 thousand dollars (60k+) attracted new creators [1] - The platform anticipates hundreds of new creators joining in the coming weeks [1] Platform Dynamics - The platform may face a situation with more streamers than viewers [1]
Netflix's latest plan to expand beyond screens: immersive houses
CNBC Television· 2025-08-25 18:21
Netflix's Theatrical Expansion - Netflix's K-pop Demon Hunters film grossed an estimated $18 million to $20 million from singalong showings in 1700 theaters across the US [2] - The success of the singalong showings could create a new model for Netflix to monetize streaming hits and build fan connections in theaters [3] - The K-pop Demon Hunters film was the top streaming movie in the US for weeks and the second most-watched English language film ever on Netflix [3] Netflix's Experiential Entertainment - Netflix is opening permanent Netflix Houses in Philadelphia and Dallas this year, and in Las Vegas in 2027 [4] - Netflix Houses are designed to reinforce fandom, minimize churn, and generate incremental revenue [4] - Netflix Houses will offer a combination of free and paid experiences, including VR games, mini golf, screenings, and themed restaurants [5] - Netflix has hosted about 40 different experiential popups prior to announcing the permanent Netflix Houses [5] - These experiential events are valuable marketing events and experiences [6] - Netflix's strategy with smaller, 100,000 square feet spaces differs from Disney's large theme parks, allowing for more locations [7]
X @The Wall Street Journal
The Wall Street Journal· 2025-08-06 13:33
Entertainment giant Disney, which is counting on its streaming and theme-park businesses to drive growth, raised its profit forecasts for the fiscal year https://t.co/w11EifAMuq ...
Telefonica Brasil SA (VIV) 管理层会议纪要
Morgan Stanley· 2025-06-10 10:45
Investment Rating - The investment rating for Telefonica Brasil SA is Overweight [7][79]. Core Insights - The report outlines a strategy based on five pillars to enhance Free Cash Flow (FCF): 1) ARPU uplift, 2) Churn reduction, 3) Regulatory tailwinds, 4) Leasing cost optimization, and 5) Lower CAPEX intensity [3][4][5][6]. Summary by Sections Product Initiatives - Brazil's competitive landscape remains positive despite new entrants like NuCel, with price hikes expected to support revenue growth in Q2 2025. The focus is on high-quality convergent offers, which account for over 80% of fiber net additions. Management aims to increase ARPU and reduce broadband fiber churn from 1.5% to closer to 1% [4]. Cost Initiatives - Cost optimization is targeted through regulatory upgrades and leasing cost reductions. The transition from concession to authorization is expected to yield one-off benefits and recurring savings as legacy networks are phased out. Additionally, further reductions in tower leasing costs are anticipated due to market consolidation [5]. CAPEX Trends - The CAPEX/Revenue ratio is projected to decline as major investments for 5G and fiber-tower connections are completed. Future efforts will focus on increasing FTTH penetration and scaling network sharing agreements, which will help reduce CAPEX intensity [6]. Financial Projections - The report forecasts an improvement in FCF margins from 5% in 2024 to 16% in 2026, driven by successful execution of the outlined strategies. The current valuation is noted to be 18% below its 2021 average, indicating potential upside [7].