Thematic: Streaming
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GeneralForget Netflix and Disney: A local streaming service is king in Indonesia
Meet Vidio, Indonesia’s answer to streaming and a local player taking it to the global streaming giants. It is the fastest growing streaming platform in Indonesia and in the last quarter was the largest streaming platform in South East Asia.1st Nov, 2022
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General
Streamers use playlists to control the music industry
Spotify, Apple Music and all of the music streaming platforms invest heavily in their playlists. Think about how you discover new music today. A lot of it will come from the playlists that feature on your streaming platform of choice. This article from Wired has taken a deep dive into these playlists and shows how important they have come to the whole music industry.11th Oct, 2022
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General
Comcast wants to buy Warner Bros Discovery, merge with NBCUniversal
As the streaming business grew, everyone recognised it was unsustainable. When the market fragmented (so much so that the cost of all streaming services combined was higher than cable) it was clear that there had to be some mergers, acquisitions or failures. The market had to rationalise.26th Sep, 2022
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Battle of the Prequels: House of the Dragon v Rings of Power
We often speak about the streaming wars on The DIVE, and this week we are seeing two of the biggest shows in TV history go head-to-head. In one corner we have, The Rings of Power, the prequel of The Lord of the Rings from Amazon. In the other corner we have, House of the Dragon, the prequel to Game of Thrones from HBO.
8 September -
The Dive: Netflix, Disney, Walmart!? What’s going on in the world of streaming?
wo reports released this week, one from Britain and a second from America, show just how much streaming services have disrupted broadcast TV. The first, from Britain’s Office of Communications shows how viewing time of traditional broadcast TV has dropped off a cliff, especially amongst young people. The second, from Nielsen, found that in July Americans spent more time watching streaming services than cable TV – the first time this has ever happened. But the whole industry is in a state of flux. Disney has just leapfrogged Netflix adding more subscribers while the OG steamer lost more than a million. There’s also been some famous failures: CNN+ and Quibi to name two. But, undeterred, Walmart of all places is looking to start their own streaming service. Heh?30 August -
Netflix, Disney, Walmart!? What's going on in the world of streaming?
Two reports released this week, one from Britain and a second from America, show just how much streaming services have disrupted broadcast TV. The first, from Britain's Office of Communications shows how viewing time of traditional broadcast TV has dropped off a cliff, especially amongst young people. The second, from Nielsen, found that in July Americans spent more time watching streaming services than cable TV - the first time this has ever happened.20 August -
![Disruption continues despite ‘technical recession’]()
GeneralDisruption continues despite ‘technical recession’
Loftus Peak provide their latest insight and thoughts on some of their key holdings including Apple, Qualcomm, Microsoft, AMD, and Amazon.18th Aug, 2022
Source: Loftus Peak
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![Half-year in review: is the worst over?]()
GeneralHalf-year in review: is the worst over?
Loftus Peak provide a half yearly update on how their fund has performed and provide thoughts on some key holdings including Roku, Netflix, Qualcomm and Apple.2nd Aug, 2022
Source: Loftus Peak
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Core and satellite podcasters
A BIG BIG show today. Bryce and Alec chat briefly about a core satellite approach in the current market, then turn their attention to who they think might be the worst investor in the world. They also discuss the pain that's been felt for streaming stocks and whether an opportunity might be emerging before finishing it off with a discussion on Australia's status as an inflation hedge... is this coming to an end?11 July -
![Spotify’s Billion-Dollar Bet on Podcasting Has Yet to Pay Off]()
GeneralSpotify’s Billion-Dollar Bet on Podcasting Has Yet to Pay Off
Spotify has spent more than $1 billion over the past four years to solidify their position at the top of the podcasting heap. This Bloomberg piece covers an internal report commissioned by Spotify that looked at the return on this investment. It can be hard to measure whether such investments have been worth it. How many new listeners did these shows attract to the platform, and how many are just listening to the shows because they’re already on the platform? But according to this reporting from Bloomberg, Spotify’s conclusion was that these investments haven’t yielded the returns expected. Or at least, not yet.27th Jun, 2022
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![7 Tech Companies - Latest earnings releases review]()
General7 Tech Companies - Latest earnings releases review
In this article Loftus Peak provide a snapshot of 7 companies latest earnings releases, highlighting how they are benefiting from key disruptive trends.31st May, 2022
Source: Loftus Peak
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Who’s winning the war for our attention?
The total time we spend on social media and streaming platforms is mind-boggling. Every minute, there are 44 million views on Facebook live. But TikTok smash those numbers with three times that engagement - there's 167 million views every minute. So recently, when Netflix, the previously unrivalled king of content, announced its first drop in subscribers in a decade recently… Darcy and Sascha sat down to discuss: Who’s winning in the war for our attention?30 April -
![Netflix's bad habits have caught up with it]()
GeneralNetflix's bad habits have caught up with it
The biggest news of the week (and the source material for Bryce’s most viewed TikTok ever) was Netflix’s net loss of 200,000 subscribers for the quarter. The streaming giant saw its share price fall 38% over a couple of days, bringing its fall to almost 70% from mid-October.26th Apr, 2022
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![Planet Squid Game]()
GeneralPlanet Squid Game
Netflix’s latest smash hit was somewhat unexpected. Squid Game, the 9-part series out of South Korea has been described as a combination of Parasite and Hunger Games and currently enjoys a 100% rating on Rotten Tomatoes. Just two weeks after its premiere, it has become the #1 Netflix show in 90 counties, including the US.7th Oct, 2021
