Sunil Soares CEO-YDC | Max Moeller Analyst-YDC The YDC team recently published an IAI™ Index for Dow Jones & Company (“Dow Jones”). The Index is based entirely on Aggregate Customer Lifetime Value (CLV), which is 109.4% of Enterprise Value in this case.
February 25, 2022 Summary Movie Theater companies have a DMIᵀᴹ Index in the range of 0.22% to 25.14% with an average of 8.90%. The DMI Index calculation for AMC Entertainment Holdings, Inc. (AMC), Cinemark Holdings, Inc. (Cinemark) and IMAX Corporation (IMAX) are based exclusively on the valuation of their respective loyalty / customer data and […]
DMIᵀᴹ Index for Interactive Home Entertainment is Driven by Microtransaction and Advertising Data Products
February 20, 2022 Summary The Interactive Home Entertainment industry has a DMIᵀᴹ in the range of 48.15% to 99.96%. The DMI Index is driven by an intense focus on microtransaction and advertising revenue within the industry. A higher DMI Index is generally preferable across companies and industries. By way of reference, internet companies have a […]
January 13, 2022 Summary Netflix has a DMI Index of 3.20% compared to 2.63% for ViacomCBS and 1.41% for The Walt Disney Company. The DMI Index calculation is based exclusively on subscriber data valuation for streaming services. Netflix’s somewhat higher DMI Index is driven by its higher subscriber counts, lower churn rates and the […]
December 16, 2021 Summary The DMI Index for Amazon.com, Inc. is 10.28%. Amazon is part of the Consumer Discretionary sector within the S&P 500 but has a market capitalization approaching $2 trillion. The bulk of Amazon’s DMI Index accrues from subscription revenues (Amazon Prime), advertising-driven user data and product analytics data at Amazon Web Services […]