MEDIA CONSUMPTION ACROSS GENERATIONS
We are excited to host a live studio event on 4/24 at 2:00 PM ET with Demographer, Neil Howe, a renowned authority on generations and social change in America (Click Here for Neil's Bio). We will discuss media consumption trends across generations, and how it is impacting corporate strategy and capital allocation decisions of media executives worldwide. Key topics of discussion will include Disney's new direct-to-consumer strategy and emerging video/ad platforms such as TikTok and Twitch. We will also touch on the dominance of Facebook and Google, risks around data privacy, and how well these companies are positioned going forward. These topics are only a fraction of what we have in mind, and we plan on keeping the event unscripted. So please send us any questions or topics of interest, and we will be sure to address them on the call.
Relevant Tickers: DIS, NFLX, FB, AMZN, GOOG, CBS, VIAB, DISCA, SNE, T, CMCSA, TWTR, SNAP, PINS, EA, TTWO, ATVI, ROKU
(Please contact firstname.lastname@example.org for access to this event. An invite with access details will be sent to Hedgeye Communications subscribers ahead of the call.)
Please call or e-mail with any questions.
Andrew Freedman, CFA