Media Australian Community

PlaySide Studios (ASX: PLY) is still being priced like a sleepy, low-growth work-for-hire studio, despite now sitting on the largest and most statistically credible IP slate in its history, backed by hard wishlist data and a materially leaner cost base. After reviewing the updated Steam wishlist data, indie comps, sell-through ratios, past margins and the latest company guidance, my view is: If the upcoming slate lands even “normally well”, FY26 earnings power justifies a move from ~0.265 today into the 0.70–1.00 range over the next 12–18 months, with upside beyond that if one title genuinely breaks out.Read more

Hipages appears to be at a significant turning point, showing strong signs of operational and financial health after a period of strategic change. The key takeaway from the FY25 results is the successful execution of its transition from a simple marketplace to a more integrated Software-as-a-Service (SaaS) platform, which is now yielding positive results.Read more

Key Takeaways AI-driven innovation, integrated platforms, and freemium migration are boosting yield, user engagement, and margin expansion, supporting robust long-term revenue and earnings growth. Under-penetration and digital adoption in Asian markets present a significant, potentially undervalued growth catalyst as SEEK strengthens position beyond core regions.Read more

Key Takeaways Rapid migration to a single platform, deeper feature adoption, and new product launches may drive recurring revenue, ARPU, and margin growth well above analyst expectations. Market leadership and digital shift support strong market share gains, while new services and AI initiatives open significant, underappreciated income streams.Read more

Key Takeaways Urban expansion and premium contract wins are expanding network reach, enabling higher revenue growth and stronger pricing power in high-density areas. Investment in digital assets and retail media, alongside operational efficiencies, are driving margin expansion, stable cash flow, and future earnings growth.Read more

Key Takeaways Major new title launches and cross-platform strategies are poised to boost revenue, margins, and expand PlaySide's market reach across diverse audiences. Industry outsourcing trends and internal cost control are driving recurring revenue, operational stability, and improved cash flow prospects.Read more

Key Takeaways Reinvesting unlocked capital from property divestments, alongside operational efficiencies, could accelerate revenue and earnings growth beyond market expectations. Demographic shifts and advances in hospitality technology position EVT for structurally higher demand, improved margins, and reliable top-line revenue expansion.Read more

Catalysts About ARN Media ARN Media operates an Australian audio entertainment business spanning broadcast radio, digital audio and podcasts. What are the underlying business or industry changes driving this perspective?Read more

Key Takeaways Expanding digital ad initiatives, exclusive content investments, and cross-platform integration are driving revenue growth, improved margins, and stronger recurring earnings. Cost efficiencies, AI adoption, and strategic capital allocation following divestments are strengthening profitability and enabling further shareholder returns.Read more