Top 5 Stocks to Buy to Win the Streaming Wars

TL;DR

The top five streaming stocks highlighted are Fastly, Akamai Technologies, HUYA Inc., Spotify, and Disney, spanning cloud infrastructure, gaming, audio and video, and entertainment services. The selection focuses on revenue growth, user or market-share growth, and the ability to monetize users as streaming heads toward a projected $149 billion global market by 2026. Read on to see how the list was built and why each company fits the trend.

Transcript

streaming has become an unstoppable trend and it could be a 149 billion dollar market by 2026. you know the popular players like disney and netflix but in this video i'll uncover the best stocks you haven't heard of the top streaming stocks to buy to ride this trend we're talking top stocks to buy today on let's talk money hey bowtie nation joseph ... Read More

Key Insights

• 🧑‍🏭 The video streaming market is projected to reach $149 billion by 2026, with significant growth driven by factors like pandemic-related shifts and the popularity of platforms like YouTube.
• ❓ Lesser-known stocks in the streaming market can offer potential investment opportunities beyond popular stocks like Netflix and Disney.
• 👤 Factors to consider when investing in streaming stocks include revenue growth, user growth, market share, and the ability to monetize users.
• ❓ Stocks like Fastly, Akamai Technologies, HUYA Inc., Spotify, and Disney are highlighted as potential investment options in the streaming market.
• 😀 Fastly is an innovator in the app services and streaming market, while Akamai Technologies offers strong value and growth potential.
• 🫒 HUYA Inc. is the largest live stream gaming platform in China, and Spotify is making strides by expanding into video streaming.
• 💪 Disney's strong franchises and rapid subscriber growth make it an appealing stock in the streaming market.

Questions & Answers

Q: What are the top five stocks to buy for the streaming wars?

The five stocks highlighted are Fastly (FSLY), Akamai Technologies (AKAM), HUYA Inc. (HUYA), Spotify (SPOT), and Disney (DIS). They represent different parts of the streaming market, including cloud infrastructure, live-stream gaming, audio and video streaming, and entertainment services.

Q: How were the five streaming stocks selected?

The selection looked beyond prominent entertainment companies to businesses across cloud infrastructure, audio, video, and subscription streaming. The criteria included revenue growth, user or market-share growth, and how effectively each company monetizes its users.

Q: How large could the video streaming market become by 2026?

The video streaming market is projected to reach $149 billion globally by 2026, up from $38 billion in 2018. The transcript describes that as growth of more than 18% a year.

Q: Why does the video consider lesser-known streaming stocks?

The goal is to find companies that make streaming possible and benefit from its expansion, even if they are not prominent entertainment brands. The video suggests these undiscovered companies may also be less expensive than popular names such as Netflix and Disney.

Q: Why is Fastly included among the streaming stocks to watch?

Fastly, ticker FSLY, is an edge cloud platform provider that helps large companies develop and deliver content over the internet. Its fourth-quarter sales grew 40% year over year, though management guided to slower 31% growth for the year.

Q: What roles do Akamai, HUYA, and Spotify play in streaming?

Akamai Technologies provides cloud infrastructure services, while HUYA Inc. is described as the largest live-stream gaming platform in China. Spotify is a music-streaming company expanding into video streaming.

Q: Why is Disney considered a streaming stock?

Disney combines strong franchises with rapid subscriber growth. Disney+ added 95 million subscribers in 15 months, while Hulu and ESPN+ added another 52 million, and the company expected almost 300 million subscribers by 2026.

Q: How can investors build and narrow a streaming-stock list?

The video uses Stock Card to search streaming-related groups, including a 39-stock video-streaming group and a 77-stock Streaming Wars collection. It then narrows the candidates by examining growth potential, operations, stock performance, valuation, revenue growth, user growth, market share, and monetization.

Summary & Key Takeaways

• The video points out that the streaming market has shown significant growth, and the COVID-19 pandemic accelerated this trend.

• Major companies like Netflix and Disney have seen substantial subscriber growth, but there are other undiscovered stocks in the streaming market worth considering.

• The video provides tips on building a stock list, narrowing down choices, and reveals the top five streaming stocks to watch.