• work remote, fyi podcast, for your innovation, coronavirus, covid-19, podcast, james wang, ark investment management

    Business As Usual During Coronavirus – How Innovation Enables Work Remote

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    Here at ARK we are always talking about disruption and now we are faced with huge disruption. The coronavirus outbreak has massive implications on many levels for the whole world, not least of which is the need for many people to work remote where possible. This episode is a discussion about what that looks like […]

  • Market-Update-Banner-February-20

    February mARKet Update Webinar

    by | Market Insights Webinar

    February mARKet update Spotlight: The Yield Curve, Coronavirus, Netflix, and Original Content.   ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market […]

  • Netflix-Streaming-Banner

    How Should We Be Thinking About Netflix & Original Content?

    by | Digital
    Mentioned Companies: AMZN, DIS, NFLX

    Video streaming has changed viewing habits and now is impacting the monetization and valuation of content. Following in the footsteps of broadband and cable, video streaming services are disrupting at-home entertainment. Netflix, Amazon, Disney, and other streaming companies are producing original content financed by monthly subscription fees instead of ticket sales, advertising, and other more […]

  • Market-Update-Banner-Jan-20

    January mARKet Update Webinar

    by | Market Insights Webinar

    January mARKet update Spotlight: Market Outlook & Big Ideas 2020.   ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market developments, macro […]

  • big ideas 2020 podcast, fyi podcast, ark podcast

    Introduction to ARK’s Big Ideas 2020

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    Join James Wang as he interviews Cathie Wood (CEO and CIO at ARK Invest) on our recently published Big Ideas 2020 report. On this podcast Cathie will share her perspective on some of the biggest breakthroughs ARK believes should not be missed in the coming year. What is ARK’s Big Ideas Report? This annual research […]

  • Market-Update-Banner-December

    December mARKet Update Webinar

    by | Market Insights Webinar

    December mARKet update Spotlight: General Market Outlook, Three “Killer” Apps for Smart Speakers, & ARK’s Expectations for Tesla.   ‘mARKet update’ | What We Discovered This Month We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers […]

  • streaming wars, fyi podcast, nick grous, ark invest, ark podcast, disney plus, netflix,

    Streaming Wars with Nick Grous

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    Isn’t everyone talking about streaming wars? This may seem like a new phenomenon, but it all started in 2007 when Netflix introduced streaming for the first time. With Disney Plus and Apple TV gaining traction, we are exploring what the future of streaming might look like and how it could shape the media landscape. On […]

  • tv-ad-spending

    Is TV Advertising About to Collapse?

    by | Digital
    Mentioned Companies: AMZN, DIS, FB, FOXA, GOOG, NFLX, SNAP, T, TWTR

    TV advertising, which has grown almost every year since its introduction in the 1940s1, is facing secular decline during the next decade. Among the forces causing this shift are a generational change in viewing habits, as shown below, and the growth of new digital video ad formats that are both engaging and measurable. TV ad […]

  • streaming-banner

    How Streaming Could Create a $50 Billion Music Industry

    by | Digital
    Mentioned Companies: AAPL, AMZN, GOOG, NFLX, SPOT, VIAB

    “I know of only two ways to make money—bundling and unbundling.” – Jim Barksdale, Former CEO of Netscape Few industries have felt the disruptive power of the internet like the music business. Global music revenue targeting the consumer market dropped from $24 billion in 1999 to $13B in 2016, a 63% drop when adjusted for inflation, […]