Disney+ to Launch in Korea in November: Winners & Losers?
Disney+ finally plans to make its long-awaited launch in Korea in November 2021. Disney+ will compete heads on with other leading OTT services...
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Disney 3Q21: We’re Cautious on Streaming
After breaking out Disney+Hotstar's business and Hulu's advertising contribution, we have a valuation~20-25% lower than we used to ascribe to...
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Cloud Village (NetEase Music) Pre-IPO - Mixed PHIP Update, Updated Thoughts on Valuation
Cloud Village Inc. (CVI), also known as NetEase Music, plans to raise around US$1bn in its Hong Kong IPO. The company has also obtained investments...
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Cloud Village (NetEase Music) Pre-IPO - Initial Thoughts on Valuation
Cloud Village Inc. (CVI), also known as NetEase Music, plans to raise around US$1bn in its Hong Kong IPO. The company has also obtained investments...
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Spotify 2Q21: Podcasting Rolling Over?
Spotify missed on MAUs again and lowered 2021 guidance. Not great for a subscription business built on a distant 10 year DCF built on subscriber...
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