Netflix has proven that combining advertising, subscriptions, and live sports creates powerful growth. This carefully selected group of stocks represents companies positioned to benefit from this new streaming business model, from content providers to the ad tech making it all possible.
Published on July 18
Netflix has proven that combining ads with subscriptions works, and now every streaming company is rushing to follow this model. These companies are building the future of entertainment.
Live sports generate massive viewer engagement and premium advertising rates. Companies with sports rights or the tech to deliver targeted ads during these events could see tremendous growth.
The hybrid streaming model creates two revenue streams: subscriptions and advertising. Companies mastering this dual approach could potentially double their monetization per user.
Netflix's recent success combining subscription revenue with advertising and live sports signals a major shift in streaming business models. This portfolio captures the entire ecosystem benefiting from this revolution, from the platforms themselves to the technology enabling precise ad targeting and monetization.
This group includes diverse players across the streaming value chain: major content providers, streaming platforms, sports data companies, and advertising technology firms. The common thread is their positioning to capitalize on streaming's evolution beyond pure subscriptions.
These companies were specifically selected because they represent different aspects of the streaming advertising revolution. Some create content, others deliver it, while many provide the critical advertising infrastructure that will power future growth in this hybrid entertainment model.
This basket's total market capitalisation is $1.16T and it is dominated by a few very large-cap constituents, producing a generally stable, large-cap profile.
NFLX: $526.00B
ROKU: $14.36B
WBD: $50.33B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
+8
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+51.67%
On average, analysts expect assets in this group to grow 51.67% over the next year.
12 of 18 assets in this group are rated Buy by professional analysts.
