LionTree reposted this
75% -> that’s how much Apple Vision Pro's (VR headset) domestic sales are expected to drop this qtr vs last qtr, according to new estimates from IDC 59% -> that’s how much LESS likely Disney’s Disney+/Hulu/ESPN+ bundle resubscribers are to churn within a year relative to those who just subscribed to Disney+ (i.e., the bundle is working), per Ampere Analysis These were just two of the key stats we highlighted in last week’s Weekly Top TMT Themes Report. We also analyzed where short sellers have been focused within TMT, and one stock in particular has been the most shorted in our LionTree Universe for a third quarter in a row. Which one was it? See below for all the key themes we covered last week…if you are an industry executive or financial investor, you can request access to our Top Themes Weekly Update report here: liontree.com/ltweekly/ 1) Paramount Just Greenlit A New Season Premiere… 2) Short Sellers Take Interest In Cable One & Reddit… 3) The NBA Scores Big With New TV Rights Deals + Other Sports Media Updates 4) Wall Street Analysts Warm Up To Omnicom, GoodRx, And Duolingo… 5) China Clears The Road For More Driverless Cars 6) Early Datapoints Point To The Power Of The Streaming Bundle 7) Interactive Entertainment Joins The TMT Price Hike Parade 8) Grab Bag: Apple Vision Pro Sales Outlook / AT&T Data Breach / Amazon Pushes Further Into Digital Advertising
