Some things just go better together, and Needham analyst Laura Martin believes Apple and The Walt Disney Co. are two of those things. “Combining Apple’s distribution footprint of 1.25 billion unique customers with Disney’s 570 million consumers reached each year would drive 15% to 25% valuation upside for Apple shareholders,“ Martin said in a research note.
The return of live sports to U.S. TV screens will set “record” ratings in the second half of 2020 and attract new pay TV subs according to Needham & Co. analyst Laura Martin. “Streaming services like Netflix, Disney+, Apple+, etc. that benefited from live sports being dark have the most risk to their U.S. reported sub adds during the second half,” she writes.
In a report today, Needham & Co.’s Laura Martin suggested TV Everywhere distribution could bring an additional $5.6 billion into the ad market each year. Undergirding the bump would be the Nielsen “extended screen” ratings system that melds TV Everywhere viewing with the linear feed.
