streaming

Janus Henderson's Josh Cummings says Spotify shows the same signals as Amazon did and is backing it to become a market leader.

Disney has been in the media for all the right – and wrong – reasons, but Goldman Sachs thinks it could be undervalued. Are they right?

It’s TV, but not as you know it, as Disney gives in new distributors emerge.

Netflix's resilience and dominance in the streaming landscape make it an intriguing investment for the long term.

Netflix's upcoming earnings report holds the key to its subscriber growth, ad-supported tier success, and long-term strategies.

Netflix's ad-tier & password policy fuel growth, opening new revenue streams & boosting subscriptions

A vicious circle for traditional TV

The multi-billion-dollar esports and gaming sector is among the fastest-growing industries in the world. Recent forecasts by data firm Newzoo predict there will be...

Recently, investors have asked why we are not investing in certain sectors that are getting a lot of media attention, and seem to have very exciting growth prospects...

The US election outcome is largely irrelevant for investors, whose focus should remain on the race for a COVID vaccine; structural and transient trends flowing from...

In 2017, when Netflix was 20 years old, the ad-free on-demand-video or streaming service achieved three milestones. One was that Netflix hit 100 million subscribers...

It's no secret that streaming TV will eclipse free-to-air TV over the coming years. But while the streaming wars continue to heat up as the likes of Amazon, Disney and...