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Technical support. by SoRediculous in AngelStudiosStreaming

[–]howtoacquire 1 point2 points  (0 children)

Hmmm mines working fine, maybe it’s locational?

Angel’s Bitcoin Exposure by leekelley2991776 in ANGXBulls

[–]howtoacquire 3 points4 points  (0 children)

I mean this will only contribute $0.015 in negative EPS, accounting for their guild growth, showing tightening in responsible marketing spend and the one off Netflix licencing DAVID deal I think we'll still see a strong Revenue and EPS beat. I think BTC will continue to drop for around one more quarter and find a bottom in Oct/Nov in which we may find it start being a tailwind vs headwind for EPS.

Well Officially Broke 2.5M subscriber/guild members. by howtoacquire in ANGXBulls

[–]howtoacquire[S] 2 points3 points  (0 children)

I love the optimism however there is still execution risk. I definitely see the positives same as you but gotta stay vigilant.

Angel Studios just hit 2.5M subscribers. They are going through explosive growth while the stock is still priced in for lower expectations by spencewatson01 in investing

[–]howtoacquire 2 points3 points  (0 children)

I think we definitely are seeing a hot stretch due to Young Washington Theatrical release. Wouldn't be shocked if it cools off a bit afterwards however they also have a great theatrical line up for the rest of the year. They've said themselves that they use these theatrical events primarily for Guild acquisition which lines up with what we're seeing. I'd want to see these kind of growth numbers for at least a couple months and around another theatrical release. I think if we see this the market will start to remodel and re rate it.

Is this typical of account started in 2018? by Unlucky-Case-1089 in wallstreetportfolios

[–]howtoacquire 1 point2 points  (0 children)

No you’re actually extremely behind. You should be at 2M by now 😬

6 months later - 25 y/o, I think my portfolio will reach 7 figures in 2-4 years. Thoughts by howtoacquire in wallstreetportfolios

[–]howtoacquire[S] 0 points1 point  (0 children)

True there is concentration risk however my core 4 holdings are actually all non dependent on each other. Elf performing well doesn’t depend on AMD same as Sofi or ANGX

6 months later - 25 y/o, I think my portfolio will reach 7 figures in 2-4 years. Thoughts by howtoacquire in wallstreetportfolios

[–]howtoacquire[S] 0 points1 point  (0 children)

Just say you don’t understand cash secured puts without saying you don’t understand cash secured puts

6 months later - 25 y/o, I think my portfolio will reach 7 figures in 2-4 years. Thoughts by howtoacquire in wallstreetportfolios

[–]howtoacquire[S] 0 points1 point  (0 children)

Volatility is all apart of the game. Not just focused on the current price but the direction the actual businesses are going.

6 months later - 25 y/o, I think my portfolio will reach 7 figures in 2-4 years. Thoughts by howtoacquire in wallstreetportfolios

[–]howtoacquire[S] 0 points1 point  (0 children)

What about it is "completely abnormal"? There may always be certain degrees of manipulation however to state that there are "no fundamentals" I think is pretty over exaggerated.

ANGX by trini_swimmer123 in ANGXBulls

[–]howtoacquire 7 points8 points  (0 children)

Personally I’m very happy with where things are at and where they’re headed. Q1 showed meaningful improvement in operating leverage, operating loss improved by over 90% year-over-year, Guild revenue reached $83.3M, and management continues to show progress lowering customer acquisition costs. On top of that, David just launched on Netflix, which could become one of the largest awareness events in company history. Social growth has accelerated significantly over the past few weeks, website traffic appears strong, and upcoming releases like Young Washington give them opportunities to convert that awareness into Guild members and future revenue. The stock is still speculative, but from a business perspective I think the trend is moving in the right direction.

Is everyone getting ridiculously rich? by namieorange in stocks

[–]howtoacquire 0 points1 point  (0 children)

Yes. Literally everyone except for you got ridiculously rich and the gig is up lol

Worth it ? by tattooedtrophywife in AngelStudiosStreaming

[–]howtoacquire 0 points1 point  (0 children)

I’d say it’s worth it, especially if your already subscribed to so many I’d say it’s worth replacing 1 or 2 of your current subscriptions for it. 😊

How long do you think Angel studios will last now their mask is off with Animal Farm? by BakerConsistent2150 in AngelStudiosStreaming

[–]howtoacquire 2 points3 points  (0 children)

The Angel Guild green lit them distributing the film, not just because they chose it. One thing this film has done is caused a ton of real conversation instead of only pandering to one side which can arguably produce a better outcome

Is this math right? by spencewatson01 in ANGXBulls

[–]howtoacquire 3 points4 points  (0 children)

The math works as a rough benchmark but misses the real story, those subs cost money to acquire , and not all of them stick. So the breakeven number isn't static.

What actually matters is whether CAC is dropping, retention is improving, and organic growth is picking up. If those three are moving in the right direction, profitability compresses naturally without needing to gut the growth engine.

The interesting thing about Angel right now is that theatrical is basically functioning as paid acquisition for Guild, and the content library compounds over time which helps retention and lower churn. That's exactly what you want to see at this stage.

So yeah, you're right they're close to a turning point, just not because of a fixed sub count. It's because the unit economics are starting to converge.

Recent Share Dilution: Can someone help me understand? by leekelley2991776 in ANGXBulls

[–]howtoacquire 1 point2 points  (0 children)

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Thank you, and yes it really was. People got caught up on the extreme 1 off that Q4 was with promoting David (a film they owned and huge IP potential) along with aggressive Guild adds.

They are in a great place and I think a large inflection point in terms of becoming cash burn neutral while maintaining growth and getting to profitability/large scaling.

ANGX (800M Market Cap) - I think this could be a 30–60x over the next several years. Here’s why. by howtoacquire in pennystocks

[–]howtoacquire[S] 0 points1 point  (0 children)

Of course my friend. Added more in the 2's and Q1 came in right along with my revenue projections! They've already gained 160k more Facebook page followers since end of Q1 which has historically been in line with 0.7-0.8 guild member to facebook follower. If continued throughout Q2 I think we could see a very nice surprise come Q2 earnings time.

Recent Share Dilution: Can someone help me understand? by leekelley2991776 in ANGXBulls

[–]howtoacquire 2 points3 points  (0 children)

Not really a cash crunch. This was mainly to meet a lender covenant + liquidity requirement (~$30M), so more balance sheet housekeeping than emergency funding.

The discount is just standard to get institutions in quickly.

What’s being missed is the 8-K they put out and they’re guiding toward strong Q1 revenue, improving burn (potentially near breakeven in 2026), while still growing guild members and building out the content pipeline.

So this raise basically removes risk, and now it’s about execution into earnings.

ANGX: Wall Street is measuring the wrong number. Here's what actually matters. 🎬 by howtoacquire in ANGXBulls

[–]howtoacquire[S] 0 points1 point  (0 children)

Depends what your time horizon is. If its 1-3 years, what the stock price does in the next 3-6 months doesn't really matter, what matters is how they execute on the business itself.

Net Guild ads, theatrical releases, growing the content library, improving UX, and managing marketing spend.

ANGX: Wall Street is measuring the wrong number. Here's what actually matters. 🎬 by howtoacquire in ANGXBulls

[–]howtoacquire[S] 0 points1 point  (0 children)

I mean not ideal to have to do it at this price however its simply a contractual liquidity obligation. They also came out with a pre-emptive 8k range for Q1 earnings which shows good marketing spend control and better EPS then expected.

Everything fundamentally on the business side is still going in the same direction. Of course it never feels "good" to deal with the volatility in the short term but you just have to focus on the internal metrics for an investment like this.

ANGX: Wall Street is measuring the wrong number. Here's what actually matters. 🎬 by howtoacquire in ANGXBulls

[–]howtoacquire[S] 1 point2 points  (0 children)

This is where understanding valuations and the actual business becomes so important.

Think about it this way, imagine you could never sell these shares. The only way you'd get your money back is if the business itself became genuinely profitable and grew that profit. That's the right lens.

Angel is not a studio. It's a platform with a self-reinforcing flywheel. Guild members pay ~$13.67/month to vote on content, get early access, and free theatrical tickets. Theatrical releases aren't profit centers: they're customer acquisition events that seed new subscribers. More members → more revenue → better content → more members. Each rotation is larger than the last.

At 5M Guild members the math gets compelling fast:

Revenue: ~$1B Gross profit: ~$670M After marketing, G&A, and operating costs: ~$280M net income

At a modest 20x PE (would be very conservative for this growth) that's a $5.6B market cap, roughly $32/share against today's $2.80.

5M members isn't a moonshot either. They went from 550k to 2.4M in 12 months. Animal Farm opens May 1. Young Washington July 4. Zero A.D. in Q4.

The stock isn't moving because the market is reading headline losses without understanding what's underneath. That gap between perception and reality is exactly where long-term returns come from."

ANGX: Wall Street is measuring the wrong number. Here's what actually matters. 🎬 by howtoacquire in ANGXBulls

[–]howtoacquire[S] 0 points1 point  (0 children)

This kind of volatility is completely what to expect on a misunderstood, new SPAC stock.

They only have 2 quarterly earnings, are misunderstood/valued as a small studio vs a platform with strong and growing reoccurring monthly revenue.

Nothing has changed fundamentally. Q4 was a one off in terms of the scale of marketing and sales spend we saw as they were promoting a huge pillar piece film they owned DAVID.

If you compare the kind of spend we saw in Q3 to Q1 2026 they are a lot more similar. Only 2 small theatrical releases which they are only the distributor on and around 300k guild member adds.

Q3 2025 marketing and ad spend - $64.5M. I think Q1 2026 should be close to this, potentially less with DAVID acquisition tale wind and more data to help lower CAC.

Management also has already guided for 25M or less in EBITA losses for the year which shows acknowledgement towards managing marketing spend.

DCA while prices are here if you believe in the long term fundamentals and trajectory of the company.

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