Bundle of investment news: Spider-Man and Oracle

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Пачка инвестновостей: «Человек-паук» и Oracle

Пачка инвестновостей: «Человек-паук» и Oracle

Пачка инвестновостей: «Человек-паук» и Oracle

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Пачка инвестновостей: «Человек-паук» и Oracle

Пачка инвестновостей: «Человек-паук» и Oracle

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Пачка инвестновостей: «Человек-паук» и Oracle

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Пачка инвестновостей: «Человек-паук» и Oracle

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Bundle of investment news: Spider-Man and Oracle

Пачка инвестновостей: «Человек-паук» и Oracle

Spider-Man Saves Cinemas, and Oracle buys Cerner.

Disclaimer: when we talk about, that something has grown, we mean comparison with the same quarter a year earlier. Since all US issuers, then all results are in dollars. When creating the material, sources were used, inaccessible to users from the Russian Federation. Hopefully, you know, what to do.

"Person, but a spider - without it we are all like no hands ": new Marvel movie brings hope to cinemas

New movie Marvel Cinematic Universe Spider-Man: no way home "collected for the first 4 days of rental 253 million dollars - which in general is an absolute record of the era of a pandemic and very cool even in comparison with the indicators of the "pre-war" era. Only The Avengers: war of infinity "in 2018 with fees of 258 million for 4 of the day and the Avengers: final "in 2019 with 357.1 million.

The first 4 of the day, including weekends, are considered decisive in the film industry - according to the indicators of the first days, one can understand, what interest in the film will the audience have: the more fees these days - the better the final result will be. It is already visible, that "Spider" will have undoubted success.

These news carry with them as good, not very good conclusions for issuers in different industries.

For cinema chains like AMC and Cinemark, tactically, this is a plus.: fees, in fact, at the pre-coronavirus level suggest, that this quarter these companies will come out at least better than expected. It's hard to say what they will have in the next half of the year.: new strains of coronavirus and restrictions on the level of filling of halls will hang like a weight on the business of cinemas for a long time, and the greatest hits like "Spider" still do not come out every day.

For Disney, who made this film, Spider's success would mean some positive for accountability, and he shows, that her content remains highly sought after. That is why its film and TV series business can count on stable demand - that, sure, very good in the context of developing her own Disney + streaming service. But here we come to the negative..

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Disney's third Spider cost a whopping $ 200 million to produce. It is very very expensive. Also the new film is worth, in Newton's words, "On the shoulders of giants": he is part of a very large franchise, loyalty of the audience which has been cultivated for a very long time by a large number of other expensive films, the same "Avengers", eg. Cinema has become very expensive to produce. And the risks here are very high and success is by no means guaranteed..

for example, the Disney + Hawkeye series from the same universe with a large budget of $ 150 million showed a very weak result in terms of views relative to other Disney + series - and here is a big question, how much will it pay for itself for the service. Movie content production costs are skyrocketing, despite the fact that the risks of failure do not fall at all and even grow: the viewer went very moody.

maybe, against the backdrop of the success of Spider, all studios will begin to spend intensively on the production of expensive blockbusters, which will lead to inflation and an increase in the cost of labor in this area. After all, there are not so many suitable specialists in effects and decorations., Yes and charts filming with cities and pavilions is not so easy to coordinate. Therefore, if the number of simultaneously filmed blockbusters increases, then the "average hospital price" for their production will also rise.

Using Venom-2 as an example, we have already analyzed possible ways of saving for studios.. But all the ways we are discussing - attracting specialists from the Old World and other parts of the planet and buying new intellectual property on the cheap - is more of a palliative., rather than solving the problem. Celebrity fees and general operating expenses rise despite efforts.

And that's a problem for streaming companies like Netflix too.: her most popular project - the action movie "Red Notice" - cost as much as $ 160 million. And the rates only go up: the still unreleased Netflix action movie "The Gray Man" is worth somewhere in the 200 million.

I don't think, that the rising cost of content production will kill streaming business, but investors still need to mentally prepare for that, that the marginality of these services will stagnate for a long time. Attracting and retaining subscribers will require cash hecatombs, no less impressive, than in the case of cinemas.

Recognition machine: Oracle buys medical IT company Cerner

IT giant Oracle (NYSE: ORCL) plans to buy high-tech medical business from Cerner (NASDAQ: CERN) for $ 30 billion - at a price of about 95 $ per share. In this way, if the deal goes through, then Cerner will be bought at a premium 35% to the price of its shares, and this 70 $ per piece at the time of the appearance of the first messages about a possible purchase.

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Cerner's business looks like this:

  1. Licensed Software - 12%. Selling data, algorithms, applications and other software of the company.
  2. Reselling technologies - 3%. Resale of software from other companies, as well as someone else's computer technology.
  3. Subscriptions - 7%. Use of the company's software by its customers on a subscription basis.
  4. Professional services - 35%. These are consulting and management services in the field of IT solutions implementation., which Cerner provides to its clients.
  5. Managed services - 23%. Cerner server management outsourcing services for clients.
  6. Support and maintenance - 19%. Services as for those, who uses the Cerner software, and for those, who uses software from other companies.
  7. Reimbursement of transportation costs - 1%. This segment is a formality: Cerner customers reimburse company travel expenses.

In the USA, Cerner makes 89% proceeds, but 11% in other countries. Cerner specializes in healthcare services.

It cannot be said, what Cerner has shown in recent years space growth rates: coronavirus disrupted healthcare operations, leading to the cancellation and postponement of many of Cerner's contracts. But, on the other hand, her business is quite stable and stable - which in itself is a big plus.

Can't say for sure, that Oracle buys Cerner cheaply: Cerner buy with P / S above 5, a P / E she generally has about 53. But for Oracle, for which it is the most expensive purchase in history, Acquisition of Cerner serves both the development goals of its own cloud division, where she tries to close the distance between herself and Microsoft with Amazon, and the goals of expanding its presence in the field of medicine.

Пачка инвестновостей: «Человек-паук» и Oracle

Purchase of Cerner, If she, sure, will take place, Is good news for all overrated healthcare startups, because then someone can buy them too.

But as for Oracle, it's hard to say: here the result can be seen only after a couple of years of working with Cerner. But this purchase does not help reduce Oracle's debt burden, whose total liabilities already exceed $ 116 billion. So, in the place of Oracle shareholders, I would, can, and did not panic, but still showed some skepticism about the relevance of this deal.

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