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๐Ÿ“Š Snap, Disney ์‹ค์ ๋ฐœํ‘œ ๋ฏธ๊ตญ ํ˜„์ง€์‹œ๊ฐ„ 2์›” 4์ผ ์žฅ ์ข…๋ฃŒ ํ›„ ๋ฐœํ‘œ๋œ ์ฃผ์š” ํšŒ์‚ฌ์˜ ๐Ÿ“ˆ ์‹ค์  ์š”์•ฝ โœ ํ•œ ์ค„ ์ฝ”๋ฉ˜ํŠธ ๋ฐ ๐Ÿ”— IR ๋งํฌ ๊ณต์œ ํ•ฉ๋‹ˆ๋‹ค. โ—ฝSnap (SNAP)โ—ฝ ๏ฟฝ

๐Ÿ“Š Snap, Disney ์‹ค์ ๋ฐœํ‘œ ๋ฏธ๊ตญ ํ˜„์ง€์‹œ๊ฐ„ 2์›” 4์ผ ์žฅ ์ข…๋ฃŒ ํ›„ ๋ฐœํ‘œ๋œ ์ฃผ์š” ํšŒ์‚ฌ์˜ ๐Ÿ“ˆ ์‹ค์  ์š”์•ฝ โœ ํ•œ ์ค„ ์ฝ”๋ฉ˜ํŠธ ๋ฐ ๐Ÿ”— IR ๋งํฌ ๊ณต์œ ํ•ฉ๋‹ˆ๋‹ค. โ—ฝSnap (SNAP)โ—ฝ ๐Ÿ“‰ ๋งค์ถœ $5.6์–ต(+44% yoy), ์˜์—…์†์‹ค -$2.5์–ต (+30% yoy) ๋งค์ถœ ์‹œ์žฅ๊ธฐ๋Œ€์น˜ ํ•˜ํšŒ โœ ๋งค์ถœ ๋Œ€๋ถ€๋ถ„์„ ์ฐจ์ง€ํ•˜๋Š” Snapchat ๊ด‘๊ณ  ๋งค์ถœ์˜ ์ „ ์„ธ๊ณ„ ๋””์ง€ํ„ธ ๊ด‘๊ณ ์‹œ์žฅ ๋‚ด ์ ์œ ์œจ์ด 0.5%์— ๋ถˆ๊ณผ- Google, Facebook(์‹œ์žฅ์ ์œ ์œจ 21.1%) ๋“ฑ๊ณผ ๊ฒฝ์Ÿ ์‹ฌํ™”๋กœ 1๋ถ„๊ธฐ ๊ฐ€์ด๋˜์Šค ๋งˆ์ € ์ปจ์„ผ์„œ์Šค๋ฅผ ํ•˜ํšŒํ•˜๋ฉฐ ๋ฐœํ‘œ ํ›„ ์‹œ๊ฐ„ ์™ธ ์ฃผ๊ฐ€๋Š” -10% ํ•˜๋ฝ ๐Ÿ”— https://investor.snap.com/events-and-presentations/events โ—ฝWalt Disney (DIS)โ—ฝ ๐Ÿ“ˆ ๋งค์ถœ $209์–ต(+36% yoy), ์˜์—…์ด์ต $26์–ต(-23% yoy) โœ Netflix์˜ ๋Œ€ํ•ญ๋งˆ Disney+์˜ ๊ฐ€์ž…์ž๋Š” ์„œ๋น„์Šค ๊ฐœ์‹œ 7์ฃผ ๋งŒ์— 2,860๋งŒ ๋ช…(2์›” 3์ผ ๊ธฐ์ค€)์„ ๋‹ฌ์„ฑํ•˜์˜€์œผ๋‚˜ Hulu, ESPN, Disney+๋ฅผ ํฌํ•จํ•œ 'Direct-to-consumer'๋ถ€๋ฌธ์˜ ์†์‹ค์ด ํฐ ํญ์œผ๋กœ ์ฆ๊ฐ€ํ•˜๋Š” mixed results๋กœ ๋ฐœํ‘œ ํ›„ ์‹œ๊ฐ„ ์™ธ ์ฃผ๊ฐ€๋Š” ๊ฐ•๋ณดํ•ฉ์„ธ ๐Ÿ”— https://www.thewaltdisneycompany.com/disneys-q1-fy20-earnings-results-webcast/

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