エピソード

  • 58: The Roku Channel Cracking Code in Exclusive Crime Series; Netflix Getting Tougher on Password Sharing?

    58: The Roku Channel Cracking Code in Exclusive Crime Series; Netflix Getting Tougher on Password Sharing?
    2021/03/12
    NFLX, Neutral, $450; Roku, Buy $560
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    19 分
  • 57: NFL Renewal Industry Implications; Prime Video or ESPN+ Sunday Ticket?

    57: NFL Renewal Industry Implications; Prime Video or ESPN+ Sunday Ticket?
    2021/03/05
    DIS, Buy, $220; FOXA, Sell, $25; ROKU, Buy $560
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    14 分
  • 56: Sports Betting Copy Cat Acquisition Strategy; Row, Row To Roku: How It “Ads” Up For Big Media

    56: Sports Betting Copy Cat Acquisition Strategy; Row, Row To Roku: How It “Ads” Up For Big Media
    2021/01/29
    CMCSA, Buy, $56; DKNG, Buy, $65; PENN, Buy, $115; ROKU, Buy $420
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    17 分
  • 55: Spotify Walled In or Out; NFLX Cash Flow Evolution vs Inflection Point; NBA Ratings Surge; LA Port Congestion Pressing On

    55: Spotify Walled In or Out; NFLX Cash Flow Evolution vs Inflection Point; NBA Ratings Surge; LA Port Congestion Pressing On
    2021/01/22
    NFLX, Neutral, $450; PTON, Buy, $186; SPOT: Buy, $390
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    18 分
  • 54: Most Streamed Content of 2020, Twitter’s Blockchain Conundrum, Oregon Sports Betting Implications

    54: Most Streamed Content of 2020, Twitter’s Blockchain Conundrum, Oregon Sports Betting Implications
    2021/01/15
    DIS, Buy, $210; DKNG, Buy, $65; NFLX, Neutral, $425; PENN, Buy, $115; TWTR, Neutral, $39
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    19 分
  • 53: Amazon-Roku Courting Cord-Cutters; Netflix Churn Concerns

    53: Amazon-Roku Courting Cord-Cutters; Netflix Churn Concerns
    2021/01/08
    DIS, Buy, $210; NFLX, Neutral, $425; ROKU, Buy, $420
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    19 分
  • 52: NY Sports Betting Odds Increasing; Movie Permanence Coming to Your CTV Living Room

    52: NY Sports Betting Odds Increasing; Movie Permanence Coming to Your CTV Living Room
    2020/12/18
    DIS, Buy, $155; DKNG, Buy, $65; NFLX, Neutral, $400; PENN, Buy, $90; ROKU, Buy $260 
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    18 分
  • 51: Amazon ‘Wondery’ing Many Ways to Lever Pods?; Sunday Ticket Suitors

    51: Amazon ‘Wondery’ing Many Ways to Lever Pods?; Sunday Ticket Suitors
    2020/12/04
    CMCSA, Buy, $54; DIS, Buy, $155; VIAC, Neutral, $30; SPOT, Buy, $325
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    20 分