Streaming Stocks To Consider - September 23rd

Key Points

• NVIDIA, AppLovin, and Walt Disney are identified as key streaming stocks to watch, characterized by their core business in delivering digital content over the internet.
• Investors focus on subscriber growth, engagement metrics, and content-licensing economics as indicators of potential revenue and profitability for these streaming companies.
• Streaming stocks often trade at premium valuations due to high upfront content and infrastructure costs that are offset by future growth expectations.

NVIDIA, AppLovin, and Walt Disney are the three Streaming stocks to watch today, according to MarketBeat's stock screener tool. Streaming stocks are shares of companies whose core business is delivering digital content—such as video, music, or gaming—over the internet on an on-demand basis. Investors in these equities look for subscriber growth, engagement metrics, and content-licensing economics as key drivers of revenue and profitability. Because of high upfront content and infrastructure costs, streaming stocks often trade at premium valuations based on future growth expectations. These companies had the highest dollar trading volume of any Streaming stocks within the last several days.

NVIDIA (NVDA)

NVIDIA Corporation provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating metaverse and 3D internet applications.

Read Our Latest Research Report on NVDA

AppLovin (APP)

AppLovin Corporation engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally. It operates through two segments, Software Platform and Apps. The company's software solutions include AppDiscovery, a marketing software solution, which matches advertiser demand with publisher supply through auctions; MAX, an in-app bidding software that optimizes the value of a publisher's advertising inventory by running a real-time competitive auction; Adjust, a measurement and analytics marketing platform that provides marketers with the visibility, insights, and tools needed to grow their apps from early stage to maturity; and Wurl, a connected TV platform, which distributes streaming video for content companies and provides advertising and publishing solutions through its AdPool, ContentDiscovery, and Global FAST Pass products.

Read Our Latest Research Report on APP

Walt Disney (DIS)

The Walt Disney Company operates as an entertainment company worldwide. It operates through three segments: Entertainment, Sports, and Experiences. The company produces and distributes film and television video streaming content under the ABC Television Network, Disney, Freeform, FX, Fox, National Geographic, and Star brand television channels, as well as ABC television stations and A+E television networks; and produces original content under the ABC Signature, Disney Branded Television, FX Productions, Lucasfilm, Marvel, National Geographic Studios, Pixar, Searchlight Pictures, Twentieth Century Studios, 20th Television, and Walt Disney Pictures banners.

Read Our Latest Research Report on DIS