Disruptive & Consumer Services

Showing 1–12 of 22 results

Warner Bros Discovery

Warner Bros. Discovery, Inc. (WBD) (Q4FY23) – Battling setbacks and skepticism amidst growth pains

Warner Bros. has faced a series of setbacks across its divisions, notably in the networks division where advertising revenue has declined due to audience decreases in domestic general entertainment and news networks, compounded by a sluggish advertising market both domestically and internationally.
uber
Uber’s advertising division reached a $900 million revenue run-rate, expanding into alcohol sponsorship on Uber Eats and entering Latin American markets.
Roblox
Roblox has made significant strides in advertising, boasting the highest brand engagements in Q4FY23 with 69 prominent brands.
Netflix
Netflix has entered into a significant agreement with TKO Group Holdings, Inc., the owner of WWE, marking its debut in the Live Sports Entertainment market and diversifying its streaming platform.
Airbnb
Airbnb, has consistently observed robust demand for urban travel in recent quarters, an area traditionally strong for the company.
Zillow Group
Zillow’s future looks bright thanks to its ambitious goal of becoming a one-stop shop for everything real estate. Their recent acquisition of Follow Up Boss shows they’re serious about empowering real estate agents within their ecosystem. Zillow’s flexibility is also a plus, with growing revenue from rentals and mortgages proving they can adjust to industry shifts.
Take-Two Interactive
Take-Two Interactive’s financial performance has remained robust, underscored by consistent revenue growth and strong margins. The company’s diverse portfolio, featuring titles such as Red Dead Redemption and NBA 2K, has played a pivotal role in bolstering its financial stability.
The Trade Desk
The Trade Desk, a leader in programmatic advertising, is growing faster than the industry thanks to its investments in Connected TV and Retail Media. Its UID2 solution might become key as Google eliminates cookies, potentially boosting the company’s market position.
Affirm
Affirm and Amazon have collaborated to offer Affirm’s buy now, pay later payment tools to U.S. merchants using Amazon Pay, marking Affirm as the inaugural pay-over-time option for Amazon Business.
Walt Disney
In the first quarter of fiscal year 2024, revenue from the Entertainment segment experienced a 7% year-over-year decline to $9.98 billion. This decrease primarily stemmed from lower theatrical distribution revenue, with additional declines observed in TV/VOD distribution, advertising, and affiliate revenue.
Spotify
Spotify – Expanding into audiobooks presents a promising opportunity for Spotify to attract a new audience and strengthen its market position. The key to Spotify’s success lies in its ability to engage new MAUs, which enhances its appeal to podcasters and musicians seeking partnerships.
JD.com
JD also added leading beauty and cosmetics brands such as VALENTINO BEAUTY and URBAN DECAY in the quarter.