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VOICE ARCHIVE

Brandon Ross

@brandolightshed
13 posts
2025-03-22
Ticketmaster gets 8.6% of a ticket's price in revenue (on average). StubHub takes 20.4%. $LYV $STUB
2025-03-22 View on X
Axios

StubHub files for an IPO, with plans to list on the NYSE, and reports a $2.8M loss on $1.77B in revenue in 2024, vs. a $405M profit on $1.37B in revenue in 2023

Secondary Ticketing Sales Up 29% in 2024 Bill Peters / MarketWatch : Referenced Symbols  —  Ticket-resale platform StubHub on Friday said it had filed … Los Angeles Times : Ticket ...

StubHub grew revenue 29.5% in 2024 but EBITDA fell 15%. The biggest reason? They grew sales and marketing 60%. $STUB
2025-03-22 View on X
Axios

StubHub files for an IPO, with plans to list on the NYSE, and reports a $2.8M loss on $1.77B in revenue in 2024, vs. a $405M profit on $1.37B in revenue in 2023

Secondary Ticketing Sales Up 29% in 2024 Bill Peters / MarketWatch : Referenced Symbols  —  Ticket-resale platform StubHub on Friday said it had filed … Los Angeles Times : Ticket ...

StubHub definitely one-upped Live Nation in one metric in its S-1: use of the word “flywheel” $STUB $LYV
2025-03-22 View on X
Axios

StubHub files for an IPO, with plans to list on the NYSE, and reports a $2.8M loss on $1.77B in revenue in 2024, vs. a $405M profit on $1.37B in revenue in 2023

Secondary Ticketing Sales Up 29% in 2024 Bill Peters / MarketWatch : Referenced Symbols  —  Ticket-resale platform StubHub on Friday said it had filed … Los Angeles Times : Ticket ...

Ticketmaster gets 8.6% of a ticket's price in revenue (on average). StubHub takes 20.4%. $LYV $STUB
2025-03-22 View on X
Bloomberg

A profile of StubHub CEO Eric Baker, who, according to the company's S-1, holds 5.2% of Class A shares but controls over 90% of the votes through Class B shares

This time it isn't concert tickets Eric Baker is selling.  It's shares of StubHub Holdings Inc., the company he co-founded and has owned on and off for a quarter century.

StubHub grew revenue 29.5% in 2024 but EBITDA fell 15%. The biggest reason? They grew sales and marketing 60%. $STUB
2025-03-22 View on X
Bloomberg

A profile of StubHub CEO Eric Baker, who, according to the company's S-1, holds 5.2% of Class A shares but controls over 90% of the votes through Class B shares

This time it isn't concert tickets Eric Baker is selling.  It's shares of StubHub Holdings Inc., the company he co-founded and has owned on and off for a quarter century.

StubHub definitely one-upped Live Nation in one metric in its S-1: use of the word “flywheel” $STUB $LYV
2025-03-22 View on X
Bloomberg

A profile of StubHub CEO Eric Baker, who, according to the company's S-1, holds 5.2% of Class A shares but controls over 90% of the votes through Class B shares

This time it isn't concert tickets Eric Baker is selling.  It's shares of StubHub Holdings Inc., the company he co-founded and has owned on and off for a quarter century.

2025-02-06
Roblox was supposed to give advertising guide but did not. Not enough scale yet. IMO brand advertising difficult on platform bc most engaged experiences do direct deals and others don't serve brand needs $RBLX
2025-02-06 View on X
Bloomberg

Roblox reports Q4 revenue up 32% YoY to $988.2M, bookings up 21% YoY to $1.36B, vs. $1.37B est., and DAUs up 19% YoY to 85.3M, vs. 88.4M est.; RBLX falls 15%+

- Roblox had 85.3 million daily active users in fourth quarter  — The company's quarterly bookings reached $1.36 billion

2024-04-25
Zuck talking about Reality Labs and AI intertwining. But not talking about how RL going to benefit AI. Gives Meta real life input into AI models - not just text, images and video. $META
2024-04-25 View on X
CNBC

Meta's Reality Labs Q1: revenue up 30% YoY to $440M, vs. $512.5M est., a $3.85B operating loss, vs. $4.31B est.; Reality Labs has lost $45B+ since 2020's end

It's burned $45 billion on the metaverse since the end of 2020.  —  https://www.cnbc.com/...  #tech #meta #metaverse #vr X: Jason Kint / @jason_kint : So generous. This is very lik...

Zuck talking about Reality Labs and AI intertwining. But not talking about how RL going to benefit AI. Gives Meta real life input into AI models - not just text, images and video. $META
2024-04-25 View on X
Meta Investor Relations

Meta reports Q1 revenue up 27% YoY to $36.46B, net income up 117% YoY to $12.37B, and family daily active people up 7% YoY to 3.24B on average for March 2024

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended March 31, 2024.

2022-06-10
Samsung / Xbox lowering the barrier to entry for “console” gaming https://www.theverge.com/...
2022-06-10 View on X
The Verge

Microsoft is bringing its Xbox TV app to Samsung's 2022 smart TVs on June 30, letting Xbox Game Pass Ultimate subscribers play 100+ Xbox games without a console

software we download on devices through digital stores — has outlived its usefulness? https://www.nytimes.com/... https://twitter.com/... Brandon Ross / @brandolightshed : Samsung ...

2022-06-09
Samsung / Xbox lowering the barrier to entry for “console” gaming https://www.theverge.com/...
2022-06-09 View on X
The Verge

Microsoft partners with Samsung to launch its Xbox TV app on June 30, letting Xbox Game Pass Ultimate subscribers play Xbox games without a console

Samsung's 2022 smart TVs will be the first to get the Xbox app  —  Microsoft is launching its Xbox TV app later this month …

2022-01-10
Take-Two buying Zynga. Solves the biggest problem for each. Didn't have confidence in Zynga ability to move away from casual or ever develop own IP. Take-Two has needed a bigger mobile strategy for forever. $TTWO $ZNGA
2022-01-10 View on X
Business Wire

Take-Two will acquire Zynga for $12.7B, or $9.86 per share, a 64% premium on Zynga's January 7 closing price; Take-Two develops GTA, Red Dead, and other titles

Take-Two to acquire all the outstanding shares of Zynga for a total value of $9.861 per share - $3.50 in cash and $6.361 in shares …

2020-03-20
Video game engagement is up 75% during peak hours thanks to social distancing, according to ⁦@verizon⁩ https://www.hollywoodreporter.com/ ...
2020-03-20 View on X
The Verge

StreamElements: gaming viewership is up 10% on Twitch and up 15% on YouTube Gaming over past week; in Italy, minutes watching livestreams grew 66%+ since Feb.

Bijan Stephen / The Verge :