The latest in:
Bernstein Research
-
Premium Content
08/06/2020
Disney Stock Soars on Streaming
Disney stock prices skyrocketed Wednesday after being applauded by Wall Street for its strategy on streaming.
-
Premium Content
07/01/2020
YouTube TV, ESPN+ Raise Pricing
Three years after its launch, YouTube TV is again raising its prices to $64.99/month.
-
Premium Content
03/11/2020
Wall Street Considers Covid-19
There’s been some speculation that Netflix could actually benefit from the coronavirus disruption as more people would stay at home and watch video.
-
Premium Content
12/04/2019
Streaming Subscription ARPU
Hulu’s 2019 Black Friday offer of $1.99 a month for a year may be double the price of last year’s, but to Wall Street analyst Todd Juenger of Bernstein Research, the promotion again illustrates why subscription ARPU is “surprisingly low.”
-
Premium Content
08/14/2019
ViacomCBS Wants to Be a Worldwide Streaming Leader
With it now official that Viacom and CBS are getting back together, a big question going forward is how will the new company play in the direct-to-consumer place.
-
Premium Content
04/11/2019
Disney Investor Day is Finally Upon Us
The date everyone is talking about this month is April 11, when Disney will offer up a first look at its upcoming direct-to-consumer service Disney+.