Spotify Investor Day Notes
Spotify held its three-hour direct to market investor presentation yesterday evening. Overall, the strategic direction presented by management was...
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Baidu 百度 2017 Q4: Back to the Future
Leading Chinese search engine Baidu 百度 had a good quarter to end 2017. With revenue growth on a firmer footing, a management that has successfully...
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China Live Streaming: Music Live Shows Slow Down，Game Live Streaming Rising
General slowdown in music live show streaming• We see there has been a general slowdown of music live show streaming because of the rise of other...
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China Online Video - Live Broadcasting Is a Powerful Monetization Tool for YY Inc and MoMo
New Street Research has been positive on online video in emerging markets (see EM Telcos: Video Growth Drives an EM Wireless Growth Inflection). In...
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Bilibili IPO Preview: Myths About Generation Z
Bilibili Inc (BILI US) filed for an NYSE IPO to raise $400 million on 2 March. It is a Chinese online video platform themed around anime, manga,...
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