Disruptive & Consumer Services

Showing 1–12 of 17 results


Netflix, Inc. (NFLX) (Q4FY23) – Beyond bingeing, to live experiences

Netflix has entered into a significant agreement with TKO Group Holdings, Inc., the owner of WWE, marking its debut in the Live Sports Entertainment market and diversifying its streaming platform.
Airbnb, has consistently observed robust demand for urban travel in recent quarters, an area traditionally strong for the company.
Zillow Group
Zillow’s future looks bright thanks to its ambitious goal of becoming a one-stop shop for everything real estate. Their recent acquisition of Follow Up Boss shows they’re serious about empowering real estate agents within their ecosystem. Zillow’s flexibility is also a plus, with growing revenue from rentals and mortgages proving they can adjust to industry shifts.
Take-Two Interactive
Take-Two Interactive’s financial performance has remained robust, underscored by consistent revenue growth and strong margins. The company’s diverse portfolio, featuring titles such as Red Dead Redemption and NBA 2K, has played a pivotal role in bolstering its financial stability.
The Trade Desk
The Trade Desk, a leader in programmatic advertising, is growing faster than the industry thanks to its investments in Connected TV and Retail Media. Its UID2 solution might become key as Google eliminates cookies, potentially boosting the company’s market position.
Affirm and Amazon have collaborated to offer Affirm’s buy now, pay later payment tools to U.S. merchants using Amazon Pay, marking Affirm as the inaugural pay-over-time option for Amazon Business.
Walt Disney
In the first quarter of fiscal year 2024, revenue from the Entertainment segment experienced a 7% year-over-year decline to $9.98 billion. This decrease primarily stemmed from lower theatrical distribution revenue, with additional declines observed in TV/VOD distribution, advertising, and affiliate revenue.
Spotify – Expanding into audiobooks presents a promising opportunity for Spotify to attract a new audience and strengthen its market position. The key to Spotify’s success lies in its ability to engage new MAUs, which enhances its appeal to podcasters and musicians seeking partnerships.
JD also added leading beauty and cosmetics brands such as VALENTINO BEAUTY and URBAN DECAY in the quarter.
Meta’s stock has surged to around $470 due to strong earnings, with plans to transition into a dividend – paying stock to reward shareholders. Despite robust performance in its core business, Reality Labs and the Metaverse segments are yet to turn profitable, even though Reality Labs generated over $1bn in revenue in Q4FY23.
Baidu’s impressive Q3FY23 performance hints at a bright future driven by AI advancements. There’s anticipation for expanding margins, particularly with the AI cloud leading ahead of traditional cloud services.
The launch of Roku’s TV is anticipated to have a favorable effect on both revenue and market share. The key to success lies in significantly increasing active accounts, thereby expanding Roku’s audience for advertisements. This strategic approach aims to attract advertisers willing to pay higher amounts for access to a broader viewer base.