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Stifel Initiates Hold on Genius Sports (GENI) as “Picks & Shovels” Model Strengthens Industry Position
Yahoo Finance· 2026-01-30 07:07
Genius Sports Limited (NYSE:GENI) ranks among the best high growth European stocks to buy. On January 21, Stifel began coverage of Genius Sports Limited (NYSE:GENI) with a Hold rating and a $10 price target, citing the company’s “attractive ‘picks & shovels’ model” in the online sports betting industry, as well as its recurring revenues, solid net revenue retention, wide moat, and financial potential. Although investors have long been concerned about competition for data rights, Stifel said that the indu ...
Wells Fargo See Upside for Genius Sports Limited (GENI) on Expanding Media and Advertising Opportunity
Yahoo Finance· 2026-01-22 08:21
Core Insights - Genius Sports Limited (GENI) is identified as one of the top high growth mid-cap stocks to buy, highlighting its potential in the market [1] Group 1: Company Overview - Genius Sports Limited is a global sports data and technology company that supports the sports, betting, and media ecosystem by capturing and distributing live sports data, streaming, analytics, and integrity services [4] Group 2: Market Opportunities - Wells Fargo upgraded GENI to Overweight from Equal Weight and raised its price target to $16 from $13, emphasizing the media and advertising opportunities presented during the company's November Investor Day [2] - The firm believes that the assumptions around direct NFL advertising and related brand opportunities may be conservative through 2028, indicating potential upside beyond management's long-term outlook [3] - Media revenue for GENI could reach approximately $350 million by 2028, surpassing the company's target of $300 million, with the NFL expected to contribute more than $50 million in self-serve advertising revenue [3]
Netflix cites YouTube's dominance to justify Warner Bros. Discovery deal approval
CNBC Television· 2025-12-09 17:31
The co-CEOs of Netflix telling investors yesterday they're quote super confident the deal with Warner Brothers Discovery will close citing market share against streamers as a key reason. Our Drew Debos is digging into that for today's tech check. This is a little complex but important to understand.D >> it is. So you're right Carl regulators they're going to fixate on the giant that Netflix and Warner Brothers would create but the real outlier is YouTube and it may actually be Netflix's best shot at getting ...
X @The Economist
The Economist· 2025-11-21 18:45
Streaming Strategy - Netflix believes streaming is the optimal method for producing global hits [1] Business Model - Despite experimenting with in-person experiences and theatrical releases, Netflix prioritizes streaming [1]
Disney's streaming numbers are most important in earnings, says WSJ's Jim Stewart
CNBC Television· 2025-11-12 21:17
As I said, Jim Stewart was here with us at Post 9 to look ahead to Disney uh tomorrow. The most important thing in your mind is what. >> The the numbers on streaming, the sports, and of course the regular streaming thing.This is like to me it's going to be an incredibly re revealing quarter because the first time Disney is all in on streaming. We've got the regular Disney stuff, Disney Plus, Hulu, and then we finally have ESPN going direct to consumer. So that I'd say the profit and revenue will be less rev ...
Scotiabank Upgrades Comcast (CMCSA) PT to $45.50, Keeps Sector Perform Rating
Yahoo Finance· 2025-10-13 12:43
Group 1 - Comcast Corporation (NASDAQ:CMCSA) is considered a promising stock under $100, with Scotiabank analyst Maher Yaghi raising the price target to $45.50 from $45 while maintaining a Sector Perform rating [1] - In Q2, Comcast reported $4.5 billion in free cash flow and a 3% increase in adjusted EPS to $1.25, supported by a 2% year-over-year revenue growth [2] - The company's core growth businesses, which include broadband, wireless, business services, parks, streaming, and studios, account for approximately 60% of total revenue and are growing at a high single-digit rate [3] Group 2 - Management anticipates that the exposure to growth areas will increase to 70% over the next few years as Comcast aims to reaccelerate total revenue growth [3] - Comcast operates through various segments including Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks [4]
Jim Cramer on Sportradar: “I Think That the Fundamentals Are Good Here”
Yahoo Finance· 2025-10-11 14:03
Group 1 - Sportradar Group AG (NASDAQ:SRAD) is recognized for providing sports data, technology, and content solutions primarily for the betting and media industries [2] - The company offers a range of services including real-time data, odds services, streaming, integrity solutions, and performance analytics [2] - Jim Cramer highlighted Sportradar as a significant player in the online sports betting space, comparing it to an "arms dealer" for sportsbook operators [2] Group 2 - Cramer previously recommended buying Sportradar at $12, and the stock has since risen to $29, indicating strong performance [2] - Despite a good quarterly report, the stock experienced a decline of 5.7% following the announcement, but has since recovered from its lows [2] - There is a general concern regarding the perception of excessive gambling, which Cramer noted as an existential threat to the industry [1]
X @BSCN
BSCN· 2025-09-26 05:10
RT BSCN (@BSCNews)💡 PROJECT SPOTLIGHT: $THETA - @Theta_Network's approach to scalable infrastructure is certainly unique... Its distributed network could cut streaming costs by as much as 90%. Here's how ⬇️ https://t.co/Zi2j6W3FOl ...
X @BSCN
BSCN· 2025-09-25 22:10
RT BSCN (@BSCNews)💡 PROJECT SPOTLIGHT: $THETA - @Theta_Network's approach to scalable infrastructure is certainly unique... Its distributed network could cut streaming costs by as much as 90%. Here's how ⬇️ https://t.co/Zi2j6W3FOl ...
X @BSCN
BSCN· 2025-09-25 18:11
RT BSCN (@BSCNews)💡 PROJECT SPOTLIGHT: $THETA - @Theta_Network's approach to scalable infrastructure is certainly unique... Its distributed network could cut streaming costs by as much as 90%. Here's how ⬇️ https://t.co/Zi2j6W3FOl ...