Analysts Forecast Disney+ Hitting Subscriber Goal Three Years Ahead of Schedule
By: Visible Alpha Research & Innovation Lab
Disney+ Subscriptions Revised Higher
The launch of Disney+ has exceeded most analyst expectations after ending its first quarter with 26.5M subscribers – more than 30% above estimates. Analysts have since raised estimates for 2020 subscribers by 54% to 46M, up from 30M before earnings. At Investor Day last year, Disney forecasted a five-year goal of reaching 60-90M subscribers. The low-end of that guidance is now expected to be achieved three years ahead of schedule, with consensus estimates calling for 61M subscribers by 2021.
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Roku Deceleration Expected Despite New Streaming Services
By: Visible Alpha Research & Innovation Lab
Roku’s impressive growth to date has been driven by the cord-cutting trend, a growing number of streaming services and increased investment in original programming. The platform generates sales by promoting streaming services, earning a portion of subscription revenue when customers sign up for new services, and when customers view ads on Ad-supported channels on their platform.
Growth Drivers Peaked
Despite the launch of new streaming services like Disney+ and Apple TV+, analysts project decelerating growth in most of Roku’s key drivers. Slowing growth expectations are largely being attributed to rising competition of alternative streaming hardware and smart TV operating systems, a lack of new OEM partners, and a longer timeline for international expansion. In addition, due to a new feature which prompts users to confirm they’re still watching a channel after a period of no engagement, the company also expects streaming hour growth to decline.
December 2019 Company Newsletter
By: Visible Alpha
In late October, members of the product, research, marketing and operations teams attended a two-day training with Pragmatic Institute. We conducted a Q&A with Samantha Miller, Chief Product Officer, on the training — keep reading to learn more!
Macau Casino Analysts Believe 2020 Will Be Mass-ive
By: Visible Alpha Research & Innovation Lab
Casino operators in Macau have been struggling from less visiting traffic due to tensions in Hong Kong, macro uncertainties, and tighter travel restrictions ahead of President Xi’s December visit for Macau’s 20th handover anniversary. However, analysts believe upcoming infrastructure improvements and an expected easing of security measures following the year-end celebration will increase mass-market tourism and sales through 2020.
November 2019 Company Newsletter
By: Visible Alpha
Note from the Communications Committee: We are looking for additional support in improving communication at Visible Alpha. This newsletter is a great step in the right direction, but there is more we can do with your help! Email [email protected] to learn how to get involved.
A Match Made in Heaven: Nowcasts and Forecasts
By: Visible Alpha
The rise of alternative data has encouraged more fundamental investors to consider a new approach in their investing strategy: quantamental investing.
“Emerging Technologies: Exploring the European and US players in online food ordering and on-demand music streaming services” explores the key players in two fast-growing industries by using Visible Alpha Insights, an investment research technology platform that provides instant access to deep forecast data and unique analytics on thousands of companies.
Uncovering insights on Apple, Under Armour and Netflix
By: Visible Alpha
You are probably familiar with top line and bottom line consensus estimates from the sell side, but Visible Alpha takes a different approach.
It’s the most magical time of the year…especially for this retailer
By: Visible Alpha
With Black Friday and Cyber Monday behind us, the 2017 holiday season is in full swing. For retailers, this is a crucial period as quarterly sales during this time are generally a disproportionate amount of their total sales for the full year.
Starbucks (SBUX): Earnings Preview 4Q 2017
By: Visible Alpha
Starbucks will be reporting fiscal 4Q17 earnings after market close on 11/2. As is usually the case, investors are laser-focused on Americas same store sales, where investors expect 3.4% for the quarter. Within that estimate, brokers expect the majority of the growth will be driven by ticket, as the company continues to work on its digital initiatives and membership rewards program.
