Revenue plus

  1. Disney+ keeps growing. But streaming loses $1.5 billion
  2. Exclusive: Bunge finalizing $30 billion
  3. Oracle
  4. Small Business Revenue Plus
  5. What is Cost
  6. Bookings vs. Billings in a SaaS Company
  7. What is Cost
  8. Exclusive: Bunge finalizing $30 billion
  9. Small Business Revenue Plus
  10. Disney+ keeps growing. But streaming loses $1.5 billion


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Disney+ keeps growing. But streaming loses $1.5 billion

Disney+ is still growing fast as the streaming service takes Walt Disney Co. into the future of entertainment. But the effort to stay dominant in the age of Netflix is costing the Burbank giant in a big way. Disney’s direct-to-consumer division, which also includes Hulu and ESPN+, on Tuesday reported an operating loss of nearly $1.5 billion, more than doubling its loss of $630 million during the same quarter a year earlier. Armed with shows and movies from the “Star Wars” and Marvel franchises, Disney+ added 12.1 million subscribers during the company’s fiscal fourth quarter, bringing its total to 164.2 million, including cheap subscriptions from India. Including Hulu and ESPN+, Disney’s streaming operation has surpassed 235 million subscribers. Disney Chief Executive Bob Chapek said in a statement Tuesday that the company still expects Disney+ to become profitable in fiscal 2024, with losses peaking in the most recent quarter. Still, he acknowledged that inflation and a feared recession could derail Disney’s timeline for streaming profitability. During the full fiscal year, direct-to-consumer business lost Disney $4 billion. “[W]e expect our DTC operating losses to narrow going forward and that Disney+ will still achieve profitability in fiscal 2024, assuming we do not see a meaningful shift in the economic climate,” Chapek said. “By realigning our costs and realizing the benefits of price increases and our Disney+ ad-supported tier coming Dec. 8, we believe we will be on...

Exclusive: Bunge finalizing $30 billion

NEW YORK, June 8 (Reuters) - U.S. grains merchant Bunge Ltd The deal, whose terms have not been previously reported, would come as Russia's war in Ukraine has tested Bunge, whose market value is about $14 billion and carries debt net of cash of about $2.7 billion, will pay for most of the deal with stock but will also use cash and has lined up debt financing from banks, the sources said. Bunge's management team, led by Chief Executive Greg Heckman, would oversee the combined company, the sources added. Privately held Viterra's shareholders, which beyond Glencore include the Canada Pension Plan Investment Board and British Columbia Investment Management Corp, may sign off on the deal as early as this weekend if the negotiations conclude successfully, the sources said. While the deal is on track to be announced next week, there is always a possibility it may collapse at the last minute, the sources cautioned, requesting anonymity because the matter is confidential. The deal's final value may vary based on the movement of Bunge's shares by the time the agreement gets signed, according to the sources. Glencore and Viterra declined to comment. Bunge did not immediately respond to requests for comment. Bloomberg News had Trade in staples such as wheat, corn and soybeans is already concentrated among Bunge and three other large players - Archer-Daniels-Midland Co Last year, Bunge was ranked as the largest corn and soy exporter from Brazil, which is the world's top source of the s...

Oracle

• FY 2023 Total Revenue $50.0 billion, up 18% in USD, up 22% in constant currency • Q4 GAAP Earnings per Share $1.19 , Non-GAAP Earnings per Share $1.67 • Q4 Total Revenue $13.8 billion, up 17% in USD, up 18% in constant currency • Q4 Cloud Revenue (IaaS plus SaaS) $4.4 billion, up 54% in USD, up 55% in constant currency • Q4 Cloud Infrastructure (IaaS) Revenue $1.4 billion, up 76% in USD, up 77% in constant currency • Q4 Cloud Application (SaaS) Revenue $3.0 billion, up 45% in USD, up 47% in constant currency • Q4 Fusion Cloud ERP (SaaS) Revenue $0.7 billion, up 26% in USD, up 28% in constant currency • Q4 NetSuite Cloud ERP (SaaS) Revenue $0.7 billion, up 22% in USD, up 24% in constant currency AUSTIN, Texas, June 12, 2023 /PRNewswire/ -- Oracle Corporation (NYSE: ORCL) today announced fiscal 2023 Q4 and full-year results. Total quarterly revenues were up 17% year-over-year in USD and up 18% in constant currency to $13.8 billion. Cloud services and license support revenues were up 23% in USD and up 25% in constant currency to $9.4 billion. Cloud license and on-premise license revenues were down 15% in USD and down 14% in constant currency to $2.2 billion. For the fourth quarter of fiscal 2023, Cerner contributed $1.5 billion to total revenues. Q4 GAAP operating income was $4.1 billion. Non-GAAP operating income was $6.2 billion, up 10% in USD and up 12% in constant currency. GAAP operating margin was 30%, and non-GAAP operating margin was 44%. GAAP net income was $3.3 bi...

Small Business Revenue Plus

Smartify Media believes small businesses are the heart of commerce and essential to the vitality of cities. We are launching this program to provide much needed incremental revenue to these businesses to enable them to drive foot traffic and enhance the in-store customer experience through content and advertising that brings energy and vitality to these businesses’ physical location. Small Business Revenue Plus enables businesses to receive Samsung 55” digital displays for their window— at no cost to them for the hardware or installation—and immediately take advantage of a recurring revenue stream of advertising, as well as featuring their own content, such as sales promotions and featured items. Smartify Media provides a turn-key media management system, with small businesses able to select what type of advertising they want and don’t want featured on their window-signage, while sharing ad revenue with Smartify Media.

What is Cost

The cost-plus pricing model is a tried-and-true strategy for many industries—primarily due to how easy it is to implement. But when you’re running a SaaS or subscription business, the model breaks down quickly. That’s because the subscription model is based on monetizing your , a strategy built on the value your service provides. Because the cost-plus model bases your on your operational costs alone, it doesn’t take into account how much value you provide to customers. Most subscriptions also don’t have the hard costs associated with manufacturing a product. Instead, SaaS and subscription companies focus on the recurring revenue their customers generate. Most of your customers aren’t going to care about the costs involved in providing your service; as a result, there’s no motivation for them to value your product. In today’s article, we’ll take a look at how the cost-plus pricing model works so you can understand how it is used for specific types of businesses. Further to that, we will also talk about why we don't think this is the right pricing method fo SaaS. Table of Contents: What is cost-plus pricing? Cost-plus pricing is a pricing strategy that adds a markup to a product's original unit cost to determine the final selling price. It's one of the oldest pricing strategies in the book and is calculated based on just two things: • • Your cost of production • Your desired profit margin All you do is take the costs that go into building your product or providing a service ...

Bookings vs. Billings in a SaaS Company

Financial analysts speak a lot about “billings” in a public SaaS companies, but in private VC-backed SaaS companies, you rarely hear discussion of this metric. In this post, we’ll use a model of a private SaaS company (where we know all the internal metrics), to show how financial analysts use rules of thumb to estimate and/or impute internal SaaS metrics using external ones – and to see what can go wrong in that process. For reference, here’s an example of sell-side financial analyst research on a public SaaS company that talks about billings [1]. Let’s start with a quick model that builds up a SaaS company from scratch [1]. To simplify the model we assume all deals (both new and renewal) are for one year only and are booked on the last day of the quarter (so zero revenue is ever recognized in-quarter from a deal). This also means next-quarter’s revenue is this-quarter’s ending annual recurring revenue (ARR) divided by 4. Available to renew (ATR) is total subscription bookings (new and renewal) from four quarters prior. Renewal bookings are ATR * (1 – churn rate). The trickiest part of this model is the deferred revenue (DR) waterfall where we need to remember that the total deferred revenue balance is the sum of DR leftover from the current and the prior three quarters. If you’re not convinced the model is working and/or want to play with it, The Fun Part: Imputing Internal Metrics from External Ones Now that we know what’s going on the inside, let’s look in from the out...

What is Cost

The cost-plus pricing model is a tried-and-true strategy for many industries—primarily due to how easy it is to implement. But when you’re running a SaaS or subscription business, the model breaks down quickly. That’s because the subscription model is based on monetizing your , a strategy built on the value your service provides. Because the cost-plus model bases your on your operational costs alone, it doesn’t take into account how much value you provide to customers. Most subscriptions also don’t have the hard costs associated with manufacturing a product. Instead, SaaS and subscription companies focus on the recurring revenue their customers generate. Most of your customers aren’t going to care about the costs involved in providing your service; as a result, there’s no motivation for them to value your product. In today’s article, we’ll take a look at how the cost-plus pricing model works so you can understand how it is used for specific types of businesses. Further to that, we will also talk about why we don't think this is the right pricing method fo SaaS. Table of Contents: What is cost-plus pricing? Cost-plus pricing is a pricing strategy that adds a markup to a product's original unit cost to determine the final selling price. It's one of the oldest pricing strategies in the book and is calculated based on just two things: • • Your cost of production • Your desired profit margin All you do is take the costs that go into building your product or providing a service ...

Exclusive: Bunge finalizing $30 billion

NEW YORK, June 8 (Reuters) - U.S. grains merchant Bunge Ltd The deal, whose terms have not been previously reported, would come as Russia's war in Ukraine has tested Bunge, whose market value is about $14 billion and carries debt net of cash of about $2.7 billion, will pay for most of the deal with stock but will also use cash and has lined up debt financing from banks, the sources said. Bunge's management team, led by Chief Executive Greg Heckman, would oversee the combined company, the sources added. Privately held Viterra's shareholders, which beyond Glencore include the Canada Pension Plan Investment Board and British Columbia Investment Management Corp, may sign off on the deal as early as this weekend if the negotiations conclude successfully, the sources said. While the deal is on track to be announced next week, there is always a possibility it may collapse at the last minute, the sources cautioned, requesting anonymity because the matter is confidential. The deal's final value may vary based on the movement of Bunge's shares by the time the agreement gets signed, according to the sources. Glencore and Viterra declined to comment. Bunge did not immediately respond to requests for comment. Bloomberg News had Trade in staples such as wheat, corn and soybeans is already concentrated among Bunge and three other large players - Archer-Daniels-Midland Co Last year, Bunge was ranked as the largest corn and soy exporter from Brazil, which is the world's top source of the s...

Small Business Revenue Plus

Smartify Media believes small businesses are the heart of commerce and essential to the vitality of cities. We are launching this program to provide much needed incremental revenue to these businesses to enable them to drive foot traffic and enhance the in-store customer experience through content and advertising that brings energy and vitality to these businesses’ physical location. Small Business Revenue Plus enables businesses to receive Samsung 55” digital displays for their window— at no cost to them for the hardware or installation—and immediately take advantage of a recurring revenue stream of advertising, as well as featuring their own content, such as sales promotions and featured items. Smartify Media provides a turn-key media management system, with small businesses able to select what type of advertising they want and don’t want featured on their window-signage, while sharing ad revenue with Smartify Media.

Disney+ keeps growing. But streaming loses $1.5 billion

Disney+ is still growing fast as the streaming service takes Walt Disney Co. into the future of entertainment. But the effort to stay dominant in the age of Netflix is costing the Burbank giant in a big way. Disney’s direct-to-consumer division, which also includes Hulu and ESPN+, on Tuesday reported an operating loss of nearly $1.5 billion, more than doubling its loss of $630 million during the same quarter a year earlier. Armed with shows and movies from the “Star Wars” and Marvel franchises, Disney+ added 12.1 million subscribers during the company’s fiscal fourth quarter, bringing its total to 164.2 million, including cheap subscriptions from India. Including Hulu and ESPN+, Disney’s streaming operation has surpassed 235 million subscribers. Disney Chief Executive Bob Chapek said in a statement Tuesday that the company still expects Disney+ to become profitable in fiscal 2024, with losses peaking in the most recent quarter. Still, he acknowledged that inflation and a feared recession could derail Disney’s timeline for streaming profitability. During the full fiscal year, direct-to-consumer business lost Disney $4 billion. “[W]e expect our DTC operating losses to narrow going forward and that Disney+ will still achieve profitability in fiscal 2024, assuming we do not see a meaningful shift in the economic climate,” Chapek said. “By realigning our costs and realizing the benefits of price increases and our Disney+ ad-supported tier coming Dec. 8, we believe we will be on...