Nicholas Grous

@GrousARK

Analyst | University of Michigan Alumn | email: ngrous@ark-invest.com | Dying on Mars! | Disclosure:

Chelsea, Manhattan
Vrijeme pridruživanja: listopad 2018.
78 fotografija ili videozapisa Fotografije i videozapisi

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  1. prije 18 sati

    “More people watch gaming and Esports than Netflix, HBO, Hulu and ESPN combined.” - and I had a great discussion w/ Roundhill Investments' CEO, Will Hershey, on esports and the new trends happenings in gaming. Check it out:

    1 reply 8 proslijeđenih tweetova 26 korisnika označava da im se sviđa
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  2. 30. sij

    A firsthand account of TikTok's AI working its magic: I uploaded a few videos - pouring coffee, a pizza, rolled ice cream. Without typing in any description, TikTok recognized the main subject of each video and recommended songs celebrating coffee, pizza, and ice cream.

    3 proslijeđena tweeta 34 korisnika označavaju da im se sviđa
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  3. proslijedio/la je Tweet
    29. sij

    just reported 52 million annual active Venmo users, right on our estimate published in ARK's Big Ideas 2020 in early January.

    5 replies 18 proslijeđenih tweetova 105 korisnika označava da im se sviđa
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  4. 28. sij

    Only the Super Bowl was able to beat Bird Box on a relative basis. 76% of US households tuned in to watch the Super Bowl vs. 57% of Netflix subs for Bird Box.

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  5. 28. sij

    Putting some more context around this chart... In 2019, of the top 20 highest-rated 'telecasts' to air on cable, only 2 were scripted TV shows. The rest were live sporting events/award shows.

    Netflix continues to drive massive viewership numbers to its top TV shows & movies. Viewers after the first 4 weeks: The Witcher - 76M households (previous record was Strangers Things 3 w/ 64M) 6 Underground - 83M households (previous record was Birdbox w/ 80M)
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  6. 23. sij

    Other takeaways, 1. Disney was smart to release its shows on a weekly cadence. 2. Apple TV+ is a dud. (This is the original chart from Netflix)

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  7. 23. sij

    I added "Baby Yoda" google search volume to the chart Netflix touted in its Q4 letter. I also narrowed the search to the US only. IMO this is a much more accurate picture of relative interest. h/t

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    22. sij

    Why did we include Streaming Media in this year's Big Ideas report? What else is in ? Download the report to find out! 📄:

    3 proslijeđena tweeta 14 korisnika označava da im se sviđa
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  9. 21. sij

    Netflix continues to drive massive viewership numbers to its top TV shows & movies. Viewers after the first 4 weeks: The Witcher - 76M households (previous record was Strangers Things 3 w/ 64M) 6 Underground - 83M households (previous record was Birdbox w/ 80M)

    1 reply 3 korisnika označavaju da im se sviđa
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  10. 20. sij

    Fortnite x TikTok, the partnership you never thought the world needed!

    Fortnite is running a contest on TikTok to create new Fortnite Emotes that will end up in the game.
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  11. 16. sij

    It's hard to keep up with the amount of original content that Netflix is producing. In 2019, Netflix released more content than there were days in the year - 371 new TV shows & movies according to . We estimate ~25% of all Netflix content in the US is now "original".

    9 replies 7 proslijeđenih tweetova 48 korisnika označava da im se sviđa
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  12. 16. sij

    Garena Free Fire, a game almost no one is talking about in the US, had a remarkable 2019. - Surpassed $1 Billion in revenue. - Monthly active users crossed 450 million. h/t

    5 replies 5 proslijeđenih tweetova 18 korisnika označava da im se sviđa
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  13. 14. sij

    "Super Nintendo World is slated to open this summer in Osaka, featuring a Power Up Band wearable that lets visitors collect coins and battle bosses while exploring a physical environment. Users track their progress via a smartphone app."

    Nintendo plans life-sized video game at Universal Studios Japan
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  14. proslijedio/la je Tweet
    13. sij

    The platform wars continues into 2020! has secured , a content creator for , one of the most popular female creators on . Here is how she performs against some of the top female creators in the last quarter.

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  15. proslijedio/la je Tweet
    9. sij
    Odgovor korisnicima

    If your first and only meal of the day is eaten at 3pm, what meal is it?

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  16. 7. sij

    is cool, I guess, but are we really supposed to believe that this dog would just ignore it and not try to destroy it?

    1:30
    Meet , Samsung’s human-centric vision of robots that takes personalized care to the next level. The small rolling robot, “understands you, supports you, and reacts to your needs.”
    1 reply 7 korisnika označava da im se sviđa
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  17. 6. sij

    Not Surprising... Also, starting to see more and more Tik Tok videos on Instagram.

    TikTok has its best quarter ever💰
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  18. 12. pro 2019.

    would love to get your thoughts on the changing dynamics between game streaming platforms and content creators.

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  19. 12. pro 2019.

    Fortnite watch time on Twitch has been trending down since June of 2018... Ninja Leaving for Mixer certainly has not helped. After seeing this, it makes sense why Twitch is paying out multi-million dollar contracts to top streamers.

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  20. 10. pro 2019.

    Bird Box probably would have flopped at the box office but Netflix turned it into a global phenomenon.

    (This is roughly how worked the content production efficiency graph in our Newsletter a few weeks back; follow him, and subscribe!)
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