Symbol Stock Price change today
THRM Gentherm Inc 2.8614%
AMAT Applied Materials, Inc. 2.6169%
LRCX Lam Research Corporation 2.3502%
LGIH LGI Homes Inc 2.2977%
IBP Installed Building Products Inc 2.1867%
CEVA CEVA, Inc. 1.8543%
CVCO Cavco Industries, Inc. 1.8343%
CBPO China Biologic Products Holdings, Inc. 1.5652%
GWR Genesee & Wyoming Inc 1.1591%
MCK McKesson Corporation 0.7827%
FB Facebook Inc 0.7374%
HSKA Heska Corp 0.3195%
REGN Regeneron Pharmaceuticals Inc 0.3025%
AYI Acuity Brands, Inc. 0.2113%
MRK Merck & Co., Inc. 0.0915%
PCLN Priceline Group Inc 0%
ALGN Align Technology, Inc. -0.0962%
CRUS Cirrus Logic, Inc. -0.1151%
MU Micron Technology, Inc. -0.1308%
GOOGL Alphabet Inc -0.1643%
MIDD Middleby Corp -0.2256%
SCHW Charles Schwab Corp -0.2323%
SUI Sun Communities Inc -0.2449%
AMZN Amazon.com, Inc. -0.2931%
TMUS T-Mobile US Inc -0.3026%
NFLX Netflix, Inc. -0.3213%
SBUX Starbucks Corporation -0.3239%
MEI Methode Electronics Inc. -0.3645%
MKTX MarketAxess Holdings Inc. -0.3791%
EXR Extra Space Storage, Inc. -0.3859%
TGS Transportadora de Gas del Sur SA (ADR) -0.3912%
ADS Alliance Data Systems Corporation -0.3953%
NVDA NVIDIA Corporation -0.4087%
HZO MarineMax Inc -0.4926%
COF Capital One Financial Corp. -0.4966%
SWKS Skyworks Solutions Inc -0.5501%
GILD Gilead Sciences, Inc. -0.559%
TNET TriNet Group Inc -0.5612%
ABMD ABIOMED, Inc. -0.5782%
STZ Constellation Brands, Inc. -0.6766%
TMO Thermo Fisher Scientific Inc. -0.8197%
ANET Arista Networks Inc -0.953%
LULU Lululemon Athletica inc. -0.9573%
HDSN Hudson Technologies, Inc. -1.0121%
ULTA Ulta Beauty Inc -1.2197%
ADBE Adobe Systems Incorporated -1.2622%
DPZ Domino’s Pizza, Inc. -1.4379%
EW Edwards Lifesciences Corp -1.6061%
BABA Alibaba Group Holding Ltd -1.8346%
ALXN Alexion Pharmaceuticals, Inc. -1.9381%
AAPL Apple Inc. -2.2655%
ILMN Illumina, Inc. -2.2996%
CRTO Criteo SA (ADR) -3.0435%
GTN Gray Television, Inc. -3.1621%

Amazon Spheres

If there’s one thing that connects the three biggest streaming companies—Hulu, Amazon Prime Video, and Netflix [stckqut]NFLX[/stckqut]—it’s that they like to keep their numbers to themselves. That’s why it’s always intriguing when anything leaks out, like on Wednesday, when Reuters published a report detailing Amazon’s internal viewership statistics for Prime Video. Amazon [stckqut]AMZN[/stckqut] declined to comment on the findings, but the documents, which contain data from 2014 to early 2017, highlight how the company evaluates its original video content.

Amazon is far more than a streaming company, which separates it from Hulu and Netflix. Amazon’s customers are there for more than watching content: It’s a gateway for the company to get even more people hooked on streaming services to purchase items online. Still, the streaming arm of Amazon has seen better days, between the ousting of former Amazon Studios head Roy Price in light of sexual harassment allegations and the cancellation of several of the service’s critically acclaimed showsin the past few months. Reuters’s findings provide a literal by-the-numbers approach to the struggling service’s strategy.

Amazon evaluates its shows with a “cost per first stream” method, dividing a program’s marketing and production costs by the number of people who tune in to the first episode, or “first streams.” (Reuters has a handy interactive graphic that shows you how 10 Amazon Originals seasons stack up, and how the company perceives their respective value.) For example, despite the first season of alt-history drama The Man in the High Castle costing $72 million, it drew 1.15 million first streams, which amounts to an average cost of $63 dollars per subscriber. The only show more profitable of the ones featured in the Reuters graphic was Season 1 of The Grand Tour—the motorsports series featuring Top Gear alums Jeremy Clarkson, Richard Hammond, and James May—at $49 dollars per subscriber with 1.5 million first streams at a $78 million production cost.

All told, the documents show that there are 26 million customers who use Amazon’s video service. It’s pennies compared with Netflix—which boasted having 94 million subscribers in the final quarter of 2017—but Amazon is far more than a streaming company. As Bezos put it in 2016: “When we win a Golden Globe, it helps us sell more shoes.”

Amazon’s strategy isn’t infallible, and its execution is even worse: The amount the company spent on Good Girls Revolt is staggering, and, in just one season, The Man in the High Castle went from being its most successful endeavor to its third-worst; suddenly, based on the numbers, the show can be deemed cancellation-worthy. However, if Amazon wants to grab a foothold in the streaming wars, it will need to take bigger risks to reach for a bigger reward. That’s just math.

Source: To Win the Streaming Wars, Amazon Will Need to Take More Risks – The Ringer

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $175.2400 Very Concerned, may need to wait
ABMD ABIOMED, Inc. $294.0100 Concerned, but watch close as good things may happen soon
ADBE Adobe Systems Incorporated $229.7500 Strong Buy or Hold
ADS Alliance Data Systems Corporation $227.6800 Very Concerned, may need to wait
ALGN Align Technology, Inc. $270.4000 Concerned, but watch close as good things may happen soon
ALXN Alexion Pharmaceuticals, Inc. $120.2200 Very Concerned, may need to wait
AMAT Applied Materials, Inc. $59.2300 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1586.5100 Concerned, but watch close as good things may happen soon
ANET Arista Networks Inc $285.4200 Very Concerned, may need to wait
AYI Acuity Brands, Inc. $146.7300 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $198.9500 Strong Buy or Hold
CBPO China Biologic Products Holdings, Inc. $81.8050 Concerned, but watch close as good things may happen soon
CEVA CEVA, Inc. $ Very Concerned, may need to wait
COF Capital One Financial Corp. $98.6700 Concerned, but watch close as good things may happen soon
CRTO Criteo SA (ADR) $29.9000 Very Concerned, may need to wait
CRUS Cirrus Logic, Inc. $43.4500 Very Concerned, may need to wait
CVCO Cavco Industries, Inc. $174.4500 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $231.5900 Strong Buy or Hold
EW Edwards Lifesciences Corp $141.3400 Concerned, but watch close as good things may happen soon
EXR Extra Space Storage, Inc. $85.5200 Very Concerned, may need to wait
FB Facebook Inc $168.1500 Very Concerned, may need to wait
GILD Gilead Sciences, Inc. $76.9200 Very Concerned, may need to wait
GOOGL Alphabet Inc $1095.8000 Very Concerned, may need to wait
GTN Gray Television, Inc. $12.6500 Very Concerned, may need to wait
GWR Genesee & Wyoming Inc $73.3300 Concerned, but watch close as good things may happen soon
HDSN Hudson Technologies, Inc. $ Very Concerned, may need to wait
HSKA Heska Corp $78.2400 Strong Buy or Hold
HZO MarineMax Inc $20.3000 Very Concerned, may need to wait
IBP Installed Building Products Inc $59.4500 Very Concerned, may need to wait
ILMN Illumina, Inc. $252.6500 Strong Buy or Hold
LGIH LGI Homes Inc $67.4600 Strong Buy or Hold
LRCX Lam Research Corporation $219.1300 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $81.4700 Concerned, but watch close as good things may happen soon
MCK McKesson Corporation $141.8100 Very Concerned, may need to wait
MEI Methode Electronics Inc. $41.1500 Strong Buy or Hold
MIDD Middleby Corp $ Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $224.2200 Strong Buy or Hold, but there are some concerns
MRK Merck & Co., Inc. $54.6400 Very Concerned, may need to wait
MU Micron Technology, Inc. $61.1500 Strong Buy or Hold, but there are some concerns
NFLX Netflix, Inc. $317.5000 Very Concerned, may need to wait
NVDA NVIDIA Corporation $249.5800 Concerned, but watch close as good things may happen soon
PCLN Priceline Group Inc $1905.6400 Strong Buy or Hold
REGN Regeneron Pharmaceuticals Inc $333.8600 Concerned, but watch close as good things may happen soon
SBUX Starbucks Corporation $58.6600 Very Concerned, may need to wait
SCHW Charles Schwab Corp $55.9700 Concerned, but watch close as good things may happen soon
STZ Constellation Brands, Inc. $227.6100 Concerned, but watch close as good things may happen soon
SUI Sun Communities Inc $89.8300 Strong Buy or Hold
SWKS Skyworks Solutions Inc $109.0700 Very Concerned, may need to wait
TGS Transportadora de Gas del Sur SA (ADR) $20.4500 Very Concerned, may need to wait
THRM Gentherm Inc $ Very Concerned, may need to wait
TMO Thermo Fisher Scientific Inc. $214.7200 Concerned, but watch close as good things may happen soon
TMUS T-Mobile US Inc $ Very Concerned, may need to wait
TNET TriNet Group Inc $48.1100 Concerned, but watch close as good things may happen soon
ULTA Ulta Beauty Inc $215.6300 Strong Buy or Hold