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2021-05-10

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4 Top Streaming Stocks to Watch in May<blockquote>5月份最值得关注的4只流媒体股票</blockquote>

The Motion Picture Association reported in March that streaming video subscriptions grew 26% to reac

4 Top Streaming Stocks to Watch in May<blockquote>5月份最值得关注的4只流媒体股票</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":190604699,"tweetId":"190604699","gmtCreate":1620613785311,"gmtModify":1634197686738,"author":{"id":3578461521712735,"idStr":"3578461521712735","authorId":3578461521712735,"authorIdStr":"3578461521712735","name":"realrogemage","avatar":"https://static.tigerbbs.com/6a1ed640af4b73a27a46fd6e7d7eda52","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>wow</body></html>","htmlText":"<html><head></head><body>wow</body></html>","text":"wow","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/190604699","repostId":1130153329,"repostType":4,"repost":{"id":"1130153329","kind":"news","pubTimestamp":1620613537,"share":"https://www.laohu8.com/m/news/1130153329?lang=zh_CN&edition=full","pubTime":"2021-05-10 10:25","market":"us","language":"en","title":"4 Top Streaming Stocks to Watch in May<blockquote>5月份最值得关注的4只流媒体股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130153329","media":"fool","summary":"The Motion Picture Association reported in March that streaming video subscriptions grew 26% to reac","content":"The Motion Picture Association reported in March that streaming video subscriptions grew 26% to reach 1.1 billion worldwide last year.&nbsp;That's a huge tailwind for both established players and recent entrants to the streaming market.<blockquote>美国电影协会3月份报告称，去年全球流媒体视频订阅量增长了26%，达到11亿。这对于流媒体市场的老牌玩家和新进入者来说都是一个巨大的推动力。</blockquote>Here are four top&nbsp;streaming stocksthat investors should consider buying, or at least keep on a watchlist.<blockquote>以下是投资者应该考虑购买或至少保留在观察名单上的四只顶级流媒体股票。</blockquote>1. Netflix: This show is far from over<blockquote>1.Netflix：这场秀还远未结束</blockquote>Shares of&nbsp;Netflix(NASDAQ:NFLX)are down 7% year to date after the company posted first-quarter subscriber numbers that came in below expectations. But this could be a good buying opportunity, since the deceleration in subscriber growth merely reflects more people choosing to sign up for a membership in 2020, which left fewer prospective members waiting on the fence.<blockquote>本公司之股份Netflix（纳斯达克：NFLX）公布第一季度用户数量低于预期后，该公司今年迄今已下跌7%。但这可能是一个很好的购买机会，因为用户增长的减速仅仅反映了更多的人选择在2020年注册会员，这使得观望的潜在会员减少。</blockquote>There were plenty of indications in the first-quarter report thatNetflix's growth storyis far from over. Revenue grew 24% year over year, driven by higher average revenue per membership.&nbsp;The bright side is that the content production delays helped the company save some money, with operating profit reaching $1.9 billion.<blockquote>第一季度报告中有很多迹象表明Netflix的增长故事还远未结束。受每位会员平均收入增加的推动，收入同比增长24%。好的一面是，内容制作延迟帮助公司节省了一些资金，营业利润达到19亿美元。</blockquote>That extra profit will inevitably finance more content, leading to more subscriber growth. Management expects to add more subscribers in the second half of the year as several hit series and new films launch on the service.<blockquote>额外的利润将不可避免地为更多的内容提供资金，从而导致更多的用户增长。管理层预计，随着多部热门剧集和新电影在该服务上推出，今年下半年将增加更多订户。</blockquote>What's more, management stated it is getting \"very close to being sustainably [free cash flow] positive,\" which will lessen the need for external financing to fund operations in the future.<blockquote>更重要的是，管理层表示，它“非常接近可持续的[自由现金流]正值”，这将减少未来为运营提供资金的外部融资需求。</blockquote>With 208 million global paid subscribers, Netflix still has less than a 20% share of global streaming memberships.&nbsp;This top streaming stock may still be hitting new highs 10 years from now.<blockquote>网飞拥有2.08亿全球付费用户，全球流媒体会员份额仍不足20%，这一顶级流媒体股从现在起10年后可能仍在再创新高。</blockquote>2. Discovery: Going on a streaming safari<blockquote>2.发现：进行流媒体旅行</blockquote>Discovery(NASDAQ:DISCK)(NASDAQ:DISCA)is no longer stuck in the land of cable; it has taken its valuable networks to discovery+ -- it's new streaming service that debuted in January.&nbsp;It has plenty of valuable content to offer, including HGTV, Food Network, Discovery Channel, Animal Planet, among many others. Discovery had the most-watched domestic pay-TV lineup in the first quarter, which should lead to a promising future in streaming.<blockquote>发现（纳斯达克：DISCK）（纳斯达克：DISCA）不再困在电缆之地；它已经将其有价值的网络带到了Discovery+——这是一月份首次亮相的新流媒体服务。它提供了大量有价值的内容，包括HGTV、美食网、探索频道、动物星球等等。Discovery在第一季度拥有收视率最高的国内付费电视阵容，这应该会给流媒体带来光明的未来。</blockquote>The stock more than doubled in value after the launch and now sits up 24% year to date.&nbsp;I believe investors were correct to send the stock price up to begin with, although the stock might have risen too far, too fast. Nonetheless, the growth from discovery+ should insulate the company from the declining market for cable,&nbsp;making Discovery's current price-to-free cash flow multiple of 9.5 look very attractive.<blockquote>该股上市后价值翻了一番多，今年迄今已上涨24%。我相信投资者一开始就推高股价是正确的，尽管该股可能上涨得太远、太快。尽管如此，Discovery+的增长应该会使该公司免受有线电视市场下滑的影响，使Discovery目前9.5的价格与自由现金流倍数看起来非常有吸引力。</blockquote>In Q1, Discovery's direct-to-consumer business reached 13 million subscribers. That growth more than offset the decline in advertising revenue in the U.S. market and pushed total revenue up 4% year over year in the first quarter.&nbsp;In the near term, management is confident that the recent strength of Discovery's content lineup will position it well to regain advertising growth.<blockquote>第一季度，Discovery的直接面向消费者业务用户达到1300万。这一增长足以抵消美国市场广告收入的下降，并推动第一季度总收入同比增长4%。从短期来看，管理层相信Discovery内容阵容近期的实力将使其能够重新获得广告增长。</blockquote>Discovery's profitability will come under pressure as it ramps up content spending for streaming, but that's expected. The growth ofdiscovery+ is a major catalystthat could send this media stock higher over the next few years.<blockquote>随着Discovery增加流媒体内容支出，其盈利能力将面临压力，但这是意料之中的。Discovery+的增长是一个主要催化剂，可能会在未来几年推高该媒体股票。</blockquote>3. Roku: The toll bridge of the streaming services market<blockquote>3.Roku：流媒体服务市场的收费桥梁</blockquote>Roku(NASDAQ:ROKU)has been a hot stock in recent years. You don't see many stocks return 1,200% over a five-year period.&nbsp;Adoption for its TV operating system has been growing rapidly, as people cut the cord and turn to digital entertainment.<blockquote>Roku（纳斯达克：ROKU）近年来一直是热门股。你不会看到很多股票在五年内回报率达到1,200%。随着人们切断电线并转向数字娱乐，其电视操作系统的采用率一直在快速增长。</blockquote>Roku's first-quarter earnings resultsshowed total active accounts reached 53 million for an increase of 35% year over year. But total streaming hours are growing faster, up 49%. That is a clear indication of growing satisfaction and consumption with the content on the platform.<blockquote>Roku第一季度财报显示，活跃账户总数达到5300万，同比增长35%。但总流媒体时长增长更快，增长了49%。这清楚地表明人们对平台上的内容越来越满意和消费。</blockquote>Most importantly, engagement is driving growth in advertising revenue. Average revenue per user grew 32% in the first quarter. A big part of Roku's ability to monetize its user base is The Roku Channel, which offers free ad-supported content and reached households totaling an estimated 70 million people in Q1.<blockquote>最重要的是，参与度正在推动广告收入的增长。第一季度每用户平均收入增长32%。Roku将其用户群货币化的能力很大一部分是Roku频道，该频道提供免费的广告支持内容，第一季度估计覆盖了7000万家庭。</blockquote>As its Q1 results show, Roku is a promising play on the future of streaming, but the stock is expensive, trading at 22 times sales. That's much higher than Netflix's price-to-sales multiple of 8.7.<blockquote>正如其第一季度业绩所显示的那样，Roku在流媒体的未来前景广阔，但该股股价昂贵，其交易价格是销售额的22倍。这远高于Netflix 8.7的市销率。</blockquote>Growth could slow later this year as Roku faces tough year-over-year comparisons with the robust growth reported in 2020. Yet, management's second-quarter guidance calls for revenue growth of 73% year over year at the midpoint of the range, so anything is possible.<blockquote>由于Roku面临着与2020年强劲增长的艰难同比比较，今年晚些时候的增长可能会放缓。然而，管理层对评级第二季度收入同比增长73%的指引处于该范围的中点，因此一切皆有可能。</blockquote>4. Walt Disney: The complete entertainment company<blockquote>4.华特迪士尼：完整的娱乐公司</blockquote>If the recent growth of other streaming services is any indication,Walt Disney(NYSE:DIS)should report another strong quarter for its direct-to-consumer segment when it reports fiscal second-quarter earnings on Thursday, May 13.&nbsp;Disney+ has alreadysurpassed 100 million subscriberssince launching in 2019, but the stock could also be a good reopening play on the economy.<blockquote>如果最近其他流媒体服务的增长是任何迹象，迪斯尼（纽约证券交易所股票代码：DIS）将于5月13日星期四公布第二财季收益，其直接面向消费者的业务将迎来又一个强劲的季度。自2019年推出以来，Disney+的订阅用户数量已超过1亿，但该股也可能是对经济的良好重新开放。</blockquote>Management is seeing a lot of pent-up demand fortheme parksaround the world.&nbsp;To drive traffic, Disney spent the pandemic moving forward with major investments in new attractions, including the upcomingStar Wars: Galactic Starcruiser hotel, scheduled to open at Walt Disney World in 2022.&nbsp;Theme parks are arguably the most direct-to-consumer part of the Disney empire, as CEO Bob Chapek has emphasized.<blockquote>管理层看到了世界各地对主题公园的大量被压抑的需求。为了增加客流量，迪士尼在疫情期间对新景点进行了重大投资，包括即将推出的星球大战：银河星际巡洋舰酒店，计划于2022年在华特迪士尼世界开业。正如首席执行官鲍勃·查佩克(Bob Chapek)所强调的那样，主题公园可以说是迪士尼帝国最直接面向消费者的部分。</blockquote>As for Disney+, expect a lot moreStar Warsand Marvel originals very soon. Disney told investors in December that it has a total of 20 original series evenly split across the Marvel andStar Warsuniverses launching over the next few years, along with releases from Pixar and Disney studios.&nbsp;Content wins subscribers, and Disney will have plenty of it.<blockquote>至于Disney+，期待更多星球大战很快就会有漫威原创。迪士尼去年12月告诉投资者，它总共有20部原创剧集，平均分布在漫威和星球大战未来几年推出的宇宙，以及皮克斯和迪士尼工作室的发行。内容赢得订户，迪士尼将拥有大量的内容。</blockquote>The stock is up 82% over the last year, but there could be more gains in store as Disney's theme parks reopen and its streaming services continue their march toward management's goal of at least 300 million subscribers across Disney+, Hulu, and ESPN+ by fiscal 2024.<blockquote>该股去年上涨了82%，但随着迪士尼主题公园重新开放以及其流媒体服务继续朝着管理层的目标迈进，即到2024财年在Disney+、Hulu和ESPN+上拥有至少3亿订阅者，股价可能会上涨更多。</blockquote>What makes Disney stand out on this list is that it has many ways to monetize its entertainment properties outside of streaming. This opens more growth opportunities and makes Walt Disney the ultimateentertainment stock.<blockquote>迪士尼在这份名单上脱颖而出的原因是，除了流媒体之外，它还有很多方法可以将其娱乐资产货币化。这带来了更多的增长机会，并使华特迪士尼成为终极娱乐股票。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Top Streaming Stocks to Watch in May<blockquote>5月份最值得关注的4只流媒体股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Top Streaming Stocks to Watch in May<blockquote>5月份最值得关注的4只流媒体股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nfool2021-05-10 10:25\n\n</h4>\n</header>\n<article>\nThe Motion Picture Association reported in March that streaming video subscriptions grew 26% to reach 1.1 billion worldwide last year.&nbsp;That's a huge tailwind for both established players and recent entrants to the streaming market.<blockquote>美国电影协会3月份报告称，去年全球流媒体视频订阅量增长了26%，达到11亿。这对于流媒体市场的老牌玩家和新进入者来说都是一个巨大的推动力。</blockquote>Here are four top&nbsp;streaming stocksthat investors should consider buying, or at least keep on a watchlist.<blockquote>以下是投资者应该考虑购买或至少保留在观察名单上的四只顶级流媒体股票。</blockquote>1. Netflix: This show is far from over<blockquote>1.Netflix：这场秀还远未结束</blockquote>Shares of&nbsp;Netflix(NASDAQ:NFLX)are down 7% year to date after the company posted first-quarter subscriber numbers that came in below expectations. But this could be a good buying opportunity, since the deceleration in subscriber growth merely reflects more people choosing to sign up for a membership in 2020, which left fewer prospective members waiting on the fence.<blockquote>本公司之股份Netflix（纳斯达克：NFLX）公布第一季度用户数量低于预期后，该公司今年迄今已下跌7%。但这可能是一个很好的购买机会，因为用户增长的减速仅仅反映了更多的人选择在2020年注册会员，这使得观望的潜在会员减少。</blockquote>There were plenty of indications in the first-quarter report thatNetflix's growth storyis far from over. Revenue grew 24% year over year, driven by higher average revenue per membership.&nbsp;The bright side is that the content production delays helped the company save some money, with operating profit reaching $1.9 billion.<blockquote>第一季度报告中有很多迹象表明Netflix的增长故事还远未结束。受每位会员平均收入增加的推动，收入同比增长24%。好的一面是，内容制作延迟帮助公司节省了一些资金，营业利润达到19亿美元。</blockquote>That extra profit will inevitably finance more content, leading to more subscriber growth. Management expects to add more subscribers in the second half of the year as several hit series and new films launch on the service.<blockquote>额外的利润将不可避免地为更多的内容提供资金，从而导致更多的用户增长。管理层预计，随着多部热门剧集和新电影在该服务上推出，今年下半年将增加更多订户。</blockquote>What's more, management stated it is getting \"very close to being sustainably [free cash flow] positive,\" which will lessen the need for external financing to fund operations in the future.<blockquote>更重要的是，管理层表示，它“非常接近可持续的[自由现金流]正值”，这将减少未来为运营提供资金的外部融资需求。</blockquote>With 208 million global paid subscribers, Netflix still has less than a 20% share of global streaming memberships.&nbsp;This top streaming stock may still be hitting new highs 10 years from now.<blockquote>网飞拥有2.08亿全球付费用户，全球流媒体会员份额仍不足20%，这一顶级流媒体股从现在起10年后可能仍在再创新高。</blockquote>2. Discovery: Going on a streaming safari<blockquote>2.发现：进行流媒体旅行</blockquote>Discovery(NASDAQ:DISCK)(NASDAQ:DISCA)is no longer stuck in the land of cable; it has taken its valuable networks to discovery+ -- it's new streaming service that debuted in January.&nbsp;It has plenty of valuable content to offer, including HGTV, Food Network, Discovery Channel, Animal Planet, among many others. Discovery had the most-watched domestic pay-TV lineup in the first quarter, which should lead to a promising future in streaming.<blockquote>发现（纳斯达克：DISCK）（纳斯达克：DISCA）不再困在电缆之地；它已经将其有价值的网络带到了Discovery+——这是一月份首次亮相的新流媒体服务。它提供了大量有价值的内容，包括HGTV、美食网、探索频道、动物星球等等。Discovery在第一季度拥有收视率最高的国内付费电视阵容，这应该会给流媒体带来光明的未来。</blockquote>The stock more than doubled in value after the launch and now sits up 24% year to date.&nbsp;I believe investors were correct to send the stock price up to begin with, although the stock might have risen too far, too fast. Nonetheless, the growth from discovery+ should insulate the company from the declining market for cable,&nbsp;making Discovery's current price-to-free cash flow multiple of 9.5 look very attractive.<blockquote>该股上市后价值翻了一番多，今年迄今已上涨24%。我相信投资者一开始就推高股价是正确的，尽管该股可能上涨得太远、太快。尽管如此，Discovery+的增长应该会使该公司免受有线电视市场下滑的影响，使Discovery目前9.5的价格与自由现金流倍数看起来非常有吸引力。</blockquote>In Q1, Discovery's direct-to-consumer business reached 13 million subscribers. That growth more than offset the decline in advertising revenue in the U.S. market and pushed total revenue up 4% year over year in the first quarter.&nbsp;In the near term, management is confident that the recent strength of Discovery's content lineup will position it well to regain advertising growth.<blockquote>第一季度，Discovery的直接面向消费者业务用户达到1300万。这一增长足以抵消美国市场广告收入的下降，并推动第一季度总收入同比增长4%。从短期来看，管理层相信Discovery内容阵容近期的实力将使其能够重新获得广告增长。</blockquote>Discovery's profitability will come under pressure as it ramps up content spending for streaming, but that's expected. The growth ofdiscovery+ is a major catalystthat could send this media stock higher over the next few years.<blockquote>随着Discovery增加流媒体内容支出，其盈利能力将面临压力，但这是意料之中的。Discovery+的增长是一个主要催化剂，可能会在未来几年推高该媒体股票。</blockquote>3. Roku: The toll bridge of the streaming services market<blockquote>3.Roku：流媒体服务市场的收费桥梁</blockquote>Roku(NASDAQ:ROKU)has been a hot stock in recent years. You don't see many stocks return 1,200% over a five-year period.&nbsp;Adoption for its TV operating system has been growing rapidly, as people cut the cord and turn to digital entertainment.<blockquote>Roku（纳斯达克：ROKU）近年来一直是热门股。你不会看到很多股票在五年内回报率达到1,200%。随着人们切断电线并转向数字娱乐，其电视操作系统的采用率一直在快速增长。</blockquote>Roku's first-quarter earnings resultsshowed total active accounts reached 53 million for an increase of 35% year over year. But total streaming hours are growing faster, up 49%. That is a clear indication of growing satisfaction and consumption with the content on the platform.<blockquote>Roku第一季度财报显示，活跃账户总数达到5300万，同比增长35%。但总流媒体时长增长更快，增长了49%。这清楚地表明人们对平台上的内容越来越满意和消费。</blockquote>Most importantly, engagement is driving growth in advertising revenue. Average revenue per user grew 32% in the first quarter. A big part of Roku's ability to monetize its user base is The Roku Channel, which offers free ad-supported content and reached households totaling an estimated 70 million people in Q1.<blockquote>最重要的是，参与度正在推动广告收入的增长。第一季度每用户平均收入增长32%。Roku将其用户群货币化的能力很大一部分是Roku频道，该频道提供免费的广告支持内容，第一季度估计覆盖了7000万家庭。</blockquote>As its Q1 results show, Roku is a promising play on the future of streaming, but the stock is expensive, trading at 22 times sales. That's much higher than Netflix's price-to-sales multiple of 8.7.<blockquote>正如其第一季度业绩所显示的那样，Roku在流媒体的未来前景广阔，但该股股价昂贵，其交易价格是销售额的22倍。这远高于Netflix 8.7的市销率。</blockquote>Growth could slow later this year as Roku faces tough year-over-year comparisons with the robust growth reported in 2020. Yet, management's second-quarter guidance calls for revenue growth of 73% year over year at the midpoint of the range, so anything is possible.<blockquote>由于Roku面临着与2020年强劲增长的艰难同比比较，今年晚些时候的增长可能会放缓。然而，管理层对评级第二季度收入同比增长73%的指引处于该范围的中点，因此一切皆有可能。</blockquote>4. Walt Disney: The complete entertainment company<blockquote>4.华特迪士尼：完整的娱乐公司</blockquote>If the recent growth of other streaming services is any indication,Walt Disney(NYSE:DIS)should report another strong quarter for its direct-to-consumer segment when it reports fiscal second-quarter earnings on Thursday, May 13.&nbsp;Disney+ has alreadysurpassed 100 million subscriberssince launching in 2019, but the stock could also be a good reopening play on the economy.<blockquote>如果最近其他流媒体服务的增长是任何迹象，迪斯尼（纽约证券交易所股票代码：DIS）将于5月13日星期四公布第二财季收益，其直接面向消费者的业务将迎来又一个强劲的季度。自2019年推出以来，Disney+的订阅用户数量已超过1亿，但该股也可能是对经济的良好重新开放。</blockquote>Management is seeing a lot of pent-up demand fortheme parksaround the world.&nbsp;To drive traffic, Disney spent the pandemic moving forward with major investments in new attractions, including the upcomingStar Wars: Galactic Starcruiser hotel, scheduled to open at Walt Disney World in 2022.&nbsp;Theme parks are arguably the most direct-to-consumer part of the Disney empire, as CEO Bob Chapek has emphasized.<blockquote>管理层看到了世界各地对主题公园的大量被压抑的需求。为了增加客流量，迪士尼在疫情期间对新景点进行了重大投资，包括即将推出的星球大战：银河星际巡洋舰酒店，计划于2022年在华特迪士尼世界开业。正如首席执行官鲍勃·查佩克(Bob Chapek)所强调的那样，主题公园可以说是迪士尼帝国最直接面向消费者的部分。</blockquote>As for Disney+, expect a lot moreStar Warsand Marvel originals very soon. Disney told investors in December that it has a total of 20 original series evenly split across the Marvel andStar Warsuniverses launching over the next few years, along with releases from Pixar and Disney studios.&nbsp;Content wins subscribers, and Disney will have plenty of it.<blockquote>至于Disney+，期待更多星球大战很快就会有漫威原创。迪士尼去年12月告诉投资者，它总共有20部原创剧集，平均分布在漫威和星球大战未来几年推出的宇宙，以及皮克斯和迪士尼工作室的发行。内容赢得订户，迪士尼将拥有大量的内容。</blockquote>The stock is up 82% over the last year, but there could be more gains in store as Disney's theme parks reopen and its streaming services continue their march toward management's goal of at least 300 million subscribers across Disney+, Hulu, and ESPN+ by fiscal 2024.<blockquote>该股去年上涨了82%，但随着迪士尼主题公园重新开放以及其流媒体服务继续朝着管理层的目标迈进，即到2024财年在Disney+、Hulu和ESPN+上拥有至少3亿订阅者，股价可能会上涨更多。</blockquote>What makes Disney stand out on this list is that it has many ways to monetize its entertainment properties outside of streaming. This opens more growth opportunities and makes Walt Disney the ultimateentertainment stock.<blockquote>迪士尼在这份名单上脱颖而出的原因是，除了流媒体之外，它还有很多方法可以将其娱乐资产货币化。这带来了更多的增长机会，并使华特迪士尼成为终极娱乐股票。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/05/09/4-top-streaming-stocks-to-watch-in-may/\">fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","DISCA":"探索传播","ROKU":"Roku Inc","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/05/09/4-top-streaming-stocks-to-watch-in-may/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130153329","content_text":"The Motion Picture Association reported in March that streaming video subscriptions grew 26% to reach 1.1 billion worldwide last year. That's a huge tailwind for both established players and recent entrants to the streaming market.Here are four top streaming stocksthat investors should consider buying, or at least keep on a watchlist.1. Netflix: This show is far from overShares of Netflix(NASDAQ:NFLX)are down 7% year to date after the company posted first-quarter subscriber numbers that came in below expectations. But this could be a good buying opportunity, since the deceleration in subscriber growth merely reflects more people choosing to sign up for a membership in 2020, which left fewer prospective members waiting on the fence.There were plenty of indications in the first-quarter report thatNetflix's growth storyis far from over. Revenue grew 24% year over year, driven by higher average revenue per membership. The bright side is that the content production delays helped the company save some money, with operating profit reaching $1.9 billion.That extra profit will inevitably finance more content, leading to more subscriber growth. Management expects to add more subscribers in the second half of the year as several hit series and new films launch on the service.What's more, management stated it is getting \"very close to being sustainably [free cash flow] positive,\" which will lessen the need for external financing to fund operations in the future.With 208 million global paid subscribers, Netflix still has less than a 20% share of global streaming memberships. This top streaming stock may still be hitting new highs 10 years from now.2. Discovery: Going on a streaming safariDiscovery(NASDAQ:DISCK)(NASDAQ:DISCA)is no longer stuck in the land of cable; it has taken its valuable networks to discovery+ -- it's new streaming service that debuted in January. It has plenty of valuable content to offer, including HGTV, Food Network, Discovery Channel, Animal Planet, among many others. Discovery had the most-watched domestic pay-TV lineup in the first quarter, which should lead to a promising future in streaming.The stock more than doubled in value after the launch and now sits up 24% year to date. I believe investors were correct to send the stock price up to begin with, although the stock might have risen too far, too fast. Nonetheless, the growth from discovery+ should insulate the company from the declining market for cable, making Discovery's current price-to-free cash flow multiple of 9.5 look very attractive.In Q1, Discovery's direct-to-consumer business reached 13 million subscribers. That growth more than offset the decline in advertising revenue in the U.S. market and pushed total revenue up 4% year over year in the first quarter. In the near term, management is confident that the recent strength of Discovery's content lineup will position it well to regain advertising growth.Discovery's profitability will come under pressure as it ramps up content spending for streaming, but that's expected. The growth ofdiscovery+ is a major catalystthat could send this media stock higher over the next few years.3. Roku: The toll bridge of the streaming services marketRoku(NASDAQ:ROKU)has been a hot stock in recent years. You don't see many stocks return 1,200% over a five-year period. Adoption for its TV operating system has been growing rapidly, as people cut the cord and turn to digital entertainment.Roku's first-quarter earnings resultsshowed total active accounts reached 53 million for an increase of 35% year over year. But total streaming hours are growing faster, up 49%. That is a clear indication of growing satisfaction and consumption with the content on the platform.Most importantly, engagement is driving growth in advertising revenue. Average revenue per user grew 32% in the first quarter. A big part of Roku's ability to monetize its user base is The Roku Channel, which offers free ad-supported content and reached households totaling an estimated 70 million people in Q1.As its Q1 results show, Roku is a promising play on the future of streaming, but the stock is expensive, trading at 22 times sales. That's much higher than Netflix's price-to-sales multiple of 8.7.Growth could slow later this year as Roku faces tough year-over-year comparisons with the robust growth reported in 2020. Yet, management's second-quarter guidance calls for revenue growth of 73% year over year at the midpoint of the range, so anything is possible.4. Walt Disney: The complete entertainment companyIf the recent growth of other streaming services is any indication,Walt Disney(NYSE:DIS)should report another strong quarter for its direct-to-consumer segment when it reports fiscal second-quarter earnings on Thursday, May 13. Disney+ has alreadysurpassed 100 million subscriberssince launching in 2019, but the stock could also be a good reopening play on the economy.Management is seeing a lot of pent-up demand fortheme parksaround the world. To drive traffic, Disney spent the pandemic moving forward with major investments in new attractions, including the upcomingStar Wars: Galactic Starcruiser hotel, scheduled to open at Walt Disney World in 2022. Theme parks are arguably the most direct-to-consumer part of the Disney empire, as CEO Bob Chapek has emphasized.As for Disney+, expect a lot moreStar Warsand Marvel originals very soon. Disney told investors in December that it has a total of 20 original series evenly split across the Marvel andStar Warsuniverses launching over the next few years, along with releases from Pixar and Disney studios. Content wins subscribers, and Disney will have plenty of it.The stock is up 82% over the last year, but there could be more gains in store as Disney's theme parks reopen and its streaming services continue their march toward management's goal of at least 300 million subscribers across Disney+, Hulu, and ESPN+ by fiscal 2024.What makes Disney stand out on this list is that it has many ways to monetize its entertainment properties outside of streaming. This opens more growth opportunities and makes Walt Disney the ultimateentertainment stock.","news_type":1,"symbols_score_info":{"DIS":0.9,"NFLX":0.9,"DISCA":0.9,"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":1400,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}

4 Top Streaming Stocks to Watch in May<blockquote>5月份最值得关注的4只流媒体股票</blockquote>

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