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Prikvačeni tweet
For everyone new to SoftBank’s earnings releases and in awe of today’s slides - may I introduce you to SoftBank: The Flying Golden Goose?
$SFTBY https://cdn.group.softbank/en/corp/set/data/irinfo/presentations/results/pdf/2016/softbank_presentation_2016_004.pdf …pic.twitter.com/Yb9KNaSTjZ
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
But legacy media isn’t ready to fight back against the streamers right?
$NFLXhttps://twitter.com/warnermediagrp/status/1225168408729309189 …
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Lachlan says their Fox Nation streamer sees 80% conversion rate from free trial to sub (damn! - that’s the strength of the Fox News brand) and Jan/Feb were the two highest months for sub acquisition and engagement.
$FOXAHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Is this from 2020 or 2017 or 2015 or 2013 or...https://twitter.com/dlinecap/status/1214673936316690434 …
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Netflix permabulls: Bad DIS+ subs: “See, not a strong competitor to Netflix.” Great DIS+ subs: “Linear TV is dead, streamers can all do-exist. This is good!” When things appear too good to be true they usually are. Fact is, more streaming competition is worse for
$NFLX.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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So Bernstein’s Juenger values Disney’s streaming and international unit at $46B yet has a Buy rating on
$NFLX which is currently worth $175B? https://twitter.com/thr/status/1225068387967041536 …pic.twitter.com/Birp31l5DWHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Well the hits are going to keep on coming because he recently shorted SoftBank. Basically creating the inverse
@value_invest12 portfolio
$SFTBYhttps://twitter.com/freezerohedge/status/1225070427648561153 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Elk has clearly never been to The Ringer’s website or listened to any sports pod beyond Bill’s.https://twitter.com/natjarv/status/1225044095518666752 …
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Long time Simmons fans (like myself!) think he’s washed up and lazy and barely listen to the pod anymore because it’s boring. Google trends data backs that up too, of course it’s still popular but has been losing ground to pods like Pardon My Take and JRE.
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Unless this is simply a buyout of Bill’s future podcasting revenue (which it very well could be) and the cost was substantially less than $100M, Spotify buying The Ringer should be a serious red flag for
$SPOT capital deployment.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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I would like to see SoftBank win this
$SFTBYhttps://twitter.com/jonnajarian/status/1224780287504277504 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Epic day for the Mouse. Besides great sub numbers, we also got: - Launching DIS+ in India in March w/ Hotstar at height of cricket. Aka a killshot to Netflix’s “next 100M subs” - Has specifics for Hulu international launch in 2021, will layer on top of Disney+ in those markets.pic.twitter.com/NszhcyPbeo
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
In 5 years we are going to look back and say how the fuck did we ever let
$NFLX burn $3B annually in cash. Unfortunately#FreeRideReed and#VideoCityTed already got paid handsomely for this cash furnace. Their egos still have a LONG fucking way to fall though.pic.twitter.com/lFykeKPSUYHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Congratulations US High Yield market on funding yet another low or no return business. Not your first rodeo, won’t be your last.
$NFLXhttps://twitter.com/masasoncap/status/1224819301103939586 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
It’s quite possible that 2019 was the higher water mark for Netflix’s “contribution profit” metric. Brutal competition coming up as they lose library, pay more for top content and only get revenue growth through cost cuts, as they’ll be losing subs going forward IMO.
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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