Read on Twitter
UPDATE **4/19 2021**
(1/6)
-I am a huge bull for $VIAC & $ROKU.
-The market understands the $ROKU thesis while for $VIAC they do not.
-In this chart below, I compare $ROKU's TOTAL revenue to STRICTLY $VIAC's DOMESTIC streaming revenue (just 10% of the company revenue) https://twitter.com/AlanSoclof/status/1347363950925635586
(1/6)
-I am a huge bull for $VIAC & $ROKU.
-The market understands the $ROKU thesis while for $VIAC they do not.
-In this chart below, I compare $ROKU's TOTAL revenue to STRICTLY $VIAC's DOMESTIC streaming revenue (just 10% of the company revenue) https://twitter.com/AlanSoclof/status/1347363950925635586
(2/6)
-P+, ShowtimeOTT, Noggin & PlutoTV has $VIAC Domestic streaming doing more rev than all of $ROKU
- Yet, $ROKU has nearly a $20 Bill greater market cap than $VIAC
- if $VIAC domestic streaming was its own entity, what would its valuation be?
-P+, ShowtimeOTT, Noggin & PlutoTV has $VIAC Domestic streaming doing more rev than all of $ROKU
- Yet, $ROKU has nearly a $20 Bill greater market cap than $VIAC
- if $VIAC domestic streaming was its own entity, what would its valuation be?
(3/6)
-I understand there are major differences between $ROKU and $VIAC (i.e.- $ROKU as THE platform) but there are also many similarities that include FAST (AVOD), possibly content creation (as $ROKU has hinted), and overall serious players in streaming industry.
-I understand there are major differences between $ROKU and $VIAC (i.e.- $ROKU as THE platform) but there are also many similarities that include FAST (AVOD), possibly content creation (as $ROKU has hinted), and overall serious players in streaming industry.
(4/6)
-1Q21 is where things can get really interesting. $ROKU shared that they are expecting $478-$493 mill in Q1 revenue- A drop from Q4 of $678 due to seasonality of ad spend
- $VIAC on the other hand will likely see domestic streaming rev growth due to the base of paid subs
-1Q21 is where things can get really interesting. $ROKU shared that they are expecting $478-$493 mill in Q1 revenue- A drop from Q4 of $678 due to seasonality of ad spend
- $VIAC on the other hand will likely see domestic streaming rev growth due to the base of paid subs
(5/6)
- I anticipate $VIAC domestic streaming to over (maybe well over) $1 Bill for the quarter (feel free to dm me for how I got this)
- If $ROKU does $500 mill in Q1 Rev while $VIAC does over $1 Bill in rev in Q1 look what happens to my chart
- I anticipate $VIAC domestic streaming to over (maybe well over) $1 Bill for the quarter (feel free to dm me for how I got this)
- If $ROKU does $500 mill in Q1 Rev while $VIAC does over $1 Bill in rev in Q1 look what happens to my chart
