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15 handpicked stocks

Streaming Profitability Revolution

Discover a carefully selected group of stocks positioned to benefit as streaming services shift from chasing subscribers to maximizing profits. These companies, handpicked by our analysts, represent the future of media as streaming platforms flex their pricing power and prioritize sustainable growth.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 18

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

NFLX

Netflix, Inc.

NFLX

Current price

$1,238.95

ROKU

Roku, Inc.

ROKU

Current price

$90.29

WBD

WARNER BROS DISCOVERY INC

WBD

Current price

$11.85

About This Group of Stocks

1

Our Expert Thinking

The streaming industry is evolving from growth-at-any-cost to profit-focused business models. Peacock's third price increase in three years signals a turning point where established platforms can now confidently monetize their user bases through both subscription increases and ad-supported tiers.

2

What You Need to Know

This collection includes both direct streaming providers and the ad-tech companies powering their monetization strategies. As streaming matures, companies with strong content libraries and advertising capabilities are demonstrating significant pricing power, potentially leading to higher margins.

3

Why These Stocks

We've selected companies across the streaming value chain, from content creation to ad delivery and audience measurement. These businesses are strategically positioned to benefit from the industry's shift toward sustainable revenue optimization rather than subscriber acquisition at any cost.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+31.32%

Group Performance Snapshot

31.32%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 31.32% over the next year.

14 of 15

Stocks Rated Buy by Analysts

14 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

💰

The Price Hike Domino Effect

With Peacock's price increase setting a precedent, other streaming giants are likely to follow suit. This pricing power could translate into significantly improved profitability across the industry.

📈

From Subscribers to Profits

The streaming industry is making a historic pivot from "growth at all costs" to sustainable profitability. Companies mastering this transition may see their stock values reflect these improved business models.

📺

The Rise of Ad-Supported Streaming

As ad-supported tiers become increasingly important revenue sources, the companies powering this advertising technology stand to benefit enormously from this industry-wide transformation.

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