Will Netflix Be Able to Cope with the Incoming Competition from Film Studios?
When Netflix reported 2Q results, the company revealed a decline in the number of domestic users, a first in many years. This was mainly a result...
424 Views
CyberAgent Revises the OP Guidance Upwards by 5%; Share Price Up 14%
Cyberagent Inc (4751 JP) reported 3Q FY09/19 financial results last week (on Wednesday, 24th July 2019). CyberAgent reported revenue of ¥113.6bn...
477 Views
IQ Weakening H2: Deceleration in Subscription Due to Content Restriction;Worsening Ad Demand TP= $12
We are seeing that iQIYI Inc (IQ US) is struggling to simultaneously grow paying both user and monthly ARPU. Current ARPU is ~12.7RMB (less than...
458 Views
Faang Critical Supports into Exhaustive Rise with Warning Signals
Microsoft, Amazon and Apple hold (have held) the strongest chart postures but showing exhaustion with divergences brewing. Netflix and Google hold...
428 Views
Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
701 Views