Disney is looking healthier these days and the share price has responded positively. Aside from improvements in streaming, they've had two major box office hits in 2024 - is this the dawn of a new creative era at Disney, or will the old mistakes slip back in?
Netflix has everything going its way right now, from hit shows to great financial results. The market loves the story and has signed up for a full season of growth, paying high multiples once more for a company that was thrown to the wayside just a couple of years ago. Can the good times continue, or will the multiple prove to be too hot?
270 million households. Over 190 countries. The ability to turn anyone in a world famous star with a single documentary or series. Netflix won many streaming battles and it seems to have won the war. After growth in subscribers stagnated last year and sent the share price into freefall, a recent rally has been driven by a resurgence in subscriber growth and improved user economics. As Netflix really comes into its own, how should investors be thinking about the company that was criminally left out of the Magnificent Seven?
Despite boasting 17 consecutive years of dividend increases, Emera has been an underperformer on the market relative to a peer like Next Era Energy, which we recently covered here on Magic Markets Premium. As we continue to operate in an environment of higher rates and a focus on yields, does Emera offer compelling value, or is this more likely to be a value trap?
In 2023, Alphabet’s advertising revenue was over $100 billion higher than in 2019. In big tech, the numbers are, well, rather big. There was a time in this world when Google seemed to have an unassailable position as the go-to search engine. It’s not every day that a brand becomes a verb! Yet here we are, looking at Artificial Intelligence and virtual reality and other disruptors to the Google kingdom. Has Alphabet done enough across its businesses to still be interesting?
Welcome to Magic Markets Episode 153, brought to you by B2IT. In this episode, we're dipping our toes into the dynamic world of media and streaming as we discuss Comcast and MultiChoice. In this show we unpack multiple ways one can invest in MultiChoice, Comcast's innovative approach at its Peacock streaming service, MultiChoice's subscriber growth in the face of challenges like load shedding, and the strategic partnership unfolding between Comcast and MultiChoice. We also compare to other media giants like Netflix, Disney and Warner Media. It's a jam-packed show. Give it a listen.
Welcome to episode 148 of Magic Markets. This week, we cast our eyes beyond our local borders to bring you insights from two heavy hitters in the international market: Netflix and Tesla. These household names are making major moves and stirring up emotions as a result, with Tesla hyping up the Cybertruck while Netflix is all about strong subscriber growth and ad-supported tiers. Beyond these points, we also discussed a whole lot more. Is Ghost still a Tesla bear and can Moe be tempted back into Netflix after taking profits? Tune in to the podcast to find out!
Spotify has 500 million monthly active users, yet the business model economics are far from proven. It doesn't help to grow users without any regard for profitability, or all that is happening is that the losses are getting bigger! In our research, we delve into both the strategic drivers and the key trends in ARPU and gross margin to arrive at our conclusion. Spoiler alert: we are bearish.
Use the podcast player below to listen to our discussion on Comcast and its Q4'22 result, which accompanies the detailed write-up below: (Date of report: 9 March 2023) Comcast is a bit like the love child of AT&T and Disney, with a traditional cable broadband business making most of the money that funds the management team’s adventures in the media industry. Reading back into the history of Universal Film and NBC shows just how significantly media has changed in the last few years, as for decades it was all about the initial growth of TV and radio. Steeped in history, Comcast’s [...]
Use the podcast player below to listen to our discussion on Warner Music Group and its Q4'22 result, which accompanies the detailed write-up below: (Date of report: 8 December 2022) There’s not much that Beethoven, Madonna, Ed Sheeran, Coldplay and David Guetta have in common, other than a shared commercial relationship through Warner Music Group. The company calls itself an expert in the art of amplification, taking artists from small gigs to filled stadiums and top videos on YouTube. With a 200-year history and 1.4 million copyrights, Warner Music Group has a rich history. Returns since the IPO date have disappointed, [...]
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