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4 new charts - entertainment streaming industry 101

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4 new charts - entertainment streaming industry 101

Some basics of Spotify, Netflix and Disney

Truman
Dec 2, 2022
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4 new charts - entertainment streaming industry 101

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Everyone is sharing their Spotify wrapped. So let’s take a look into some basics for the entertainment streaming industry.


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Chart #1 - Spotify tops the market in music streaming, a very big vertical inside entertainment streaming. I’ve never used Apple Music or even heard of Amazon Music. Who uses them? Worth noting China’s market is dominated by Tencent and Netease.

Chart #2 - Spotify almost had a perfect straight-line growth in recent years. Being the biggest and still adding the largest number of new subscribers, is a beautiful thing to watch.

Chart #3 - Despite claiming the leader position, Spotify’s financials don’t look like a tech company 🧐 - gross margin of 25% is actually very low. The norm is to have at least a 40% gross margin as a tech company.

Chart #4 - Another big vertical inside entertainment streaming is movies and plays. Netflix is no longer the biggest here if we add up all Disney family services such as Hulu and ESPN+. Disney+ is still growing vertically. Netflix not so.


See you next Wednesday with more new charts on IPOs, M&As, and unicorns!

Truman

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Genuine Impact Limited is an appointed representative (FRN 976025) of New Horizon Global Advisory Limited which is authorized and regulated by the Financial Conduct Authority (FRN 927966).

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4 new charts - entertainment streaming industry 101

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4 Comments
Alex
Dec 3, 2022Liked by Truman

Loving these! Great work

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Kamakshi Adadadi
Dec 3, 2022Liked by Truman

Interesting!

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