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Entertainment  // Browsing posts in Entertainment

Turtle Beach Idea Proposal (HEAR)

Turtle Beach Idea Proposal (HEAR)

Will Turtle Beach build on its 2018 breakout or crash back to Earth in 2019? Report Available: February 13, 2019   Blueshift’s initial research found sales of HEAR headsets exploding, largely thanks to the popularity of multiplayer games like Fortnite. However, it is not clear whether such games can continue their massive growth. In a […]

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Netflix Challengers Are Ramping Up But Not a Threat in 2019 (NFLX)

Research Question: Will Netflix’s subscriber growth be slowed in 2019 by new content options such as Disney+ or by platforms like Roku that make competing content easier to find? Companies: AAPL, AMZN, BABA, CBS, CMCSA, DIS, DISH, FB, FOX, GOOG/GOOGL, NFLX, ROKU, T, TCEHY, TMUS, TYO:6758, VIA, VZ By: Seth Agulnick Click here to download […]

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Spotify Is No Netflix But Has a Chance to Soar Beyond Pandora (SPOT)

Research Question: Is Spotify the next Netflix or the next Pandora? Companies: AAPL, AMZN, EPA:VIV, GOOG/GOOGL, HKG:0700, NFLX, P, SPOT, TYO:6758 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Spotify Technology S.A. (SPOT) will never become the runaway dominant force in music streaming that Netflix Inc. (NFLX) has become in […]

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Report Update: Netflix Delivers Blow to Fox with Murphy Deal, But Is It Spending Recklessly? (NFLX)

Research Question: What does Netflix’s deal with Ryan Murphy signal about the competition for original content with Disney, Fox and others? Companies: AAPL, AMZN, CBS, CMCSA, DIS, DISH, FOX, NFLX, TWX, TYO:6758 By Seth Agulnick Click here to download report (.pdf)   Summary of Findings Netflix Inc.’s (NFLX) deal with TV show creator Ryan Murphy […]

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Neither Price Hikes Nor Competitors Will Slow Netflix This Year (NFLX)

Research Question: Will Netflix’s price increase open the door for a growing set of competitors to steal subscribers? Companies: AAPL, AMZN, CBS, CHTR, CMCSA, DIS, DISH, ERIC, FB, FOX, GOOG/GOOGL, LON:SKY, NFLX, RLJE, ROKU, T, TMUS, TWX, VZ By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Netflix Inc.’s (NFLX) recent […]

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ComScore Has an Opening, But Toppling Nielsen Will Be Tough (NLSN, SCOR)

Research Question: Will ComScore’s cross-platform measurement technology lead it to revenue growth and challenge Nielsen? Companies: ADBE, ASX:FOX/FOX, CHTR, CMCSA, DISH, FB, GOOG/GOOGL, NFLX, NLSN, OMC, ORCL, SCOR, T, TWX, VIA/VIAB, VZ, WPPGY Click here to download report (.pdf) By: Seth Agulnick   Summary of Findings Neither ComScore (SCOR) nor Nielsen N.V. (NLSN) has hit on […]

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Jun 22 2016 Entertainment

Pandora Is Stepping into a Minefield with Its On-Demand Service

Research Question: Will artists and record labels cut reasonable direct license deals with Pandora so that it can become a broader platform and grow listener hours? Companies: AAPL, AMZN, GOOG/GOOGL, P, TYO:6758, VIVHY By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Pandora Media Inc. (P) will be able to get […]

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GameStop Could Be Hurt by Lull in Market for Used Consoles

Research Question: Is a shortage of preowned PlayStation 4 and Xbox One consoles and games hurting GameStop? Companies: AMZN, ATVI, BBY, EA, EBAY, GME, MSFT, TYO:6460, TYO:6758, TYO:7974, WMT By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings GameStop Corp. (GME) is not selling many preowned versions of current-generation gaming consoles […]

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Deep-Pocketed Giants Pose Biggest Threat to Pandora

Research Question: Can Pandora withstand increasing competition from Spotify, iTunes Radio and other streaming music providers? Companies: AAPL, AMZN, DDAIY, F, GOOG/GOOGL, IHRT, MSFT, P, S, SIRI, T, TMUS, TWTR, VZ By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Pandora Media Inc. (P) will face pressure in growing its user base […]

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Game Downloads More of a Threat for GameStop Than Walmart

Research Question: Will Walmart’s used video game business cripple GameStop’s dominance in this area? Companies: AMZN, BBY, GME, GOOG, MSFT, NFLX, TGT, TYO:6758, TYO:7974, WMT By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings GameStop Corp.’s (GME) core business will be threatened more by digital game downloads than by Walmart Stores Inc.’s (WMT) […]

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