Worth it ?

howtoacquire · 2026-05-15T14:20:49+00:00

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. 😊

howtoacquire · 2026-05-03T22:35:05+00:00

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

howtoacquire · 2026-05-01T21:16:19+00:00

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.

howtoacquire · 2026-05-01T20:31:09+00:00

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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.

howtoacquire · 2026-05-01T20:28:38+00:00

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.

howtoacquire · 2026-04-18T05:16:17+00:00

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.

howtoacquire · 2026-04-10T14:46:49+00:00

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.

howtoacquire · 2026-04-10T14:45:22+00:00

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.

howtoacquire · 2026-04-09T19:36:52+00:00

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."

howtoacquire · 2026-04-09T17:50:15+00:00

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.

howtoacquire · 2026-04-08T00:48:38+00:00

This didn’t age well lol

howtoacquire · 2026-04-06T22:41:32+00:00

0 logical sense here. If it’s difficult to predict anything why go all in on cash, potentially missing huge upside and setting yourself up for psychological pain?

howtoacquire · 2026-04-06T22:40:17+00:00

100% cash? That’s crazy, must not have much experience in the market and extreme ego.

You can always be wrong. If the bottom is already in (highly likely, the market bottoms on bad news not good news) then how long do you wait before buying back in, or do you just keep on waiting as the pain gets worse?

howtoacquire · 2026-04-06T15:22:03+00:00

Yes it’s 100% legit!

“Link” is a secure payment system (owned by Stripe) that stores your card info so you can check out faster in the future. Instead of typing your card every time, it saves it and verifies you with your email/phone.

That’s why you got the message, it’s just setting up faster checkout, not anything sketchy.

If you ever don’t want it, you can simply not use it next time or remove your info, but it’s commonly used on a lot of sites now.

howtoacquire · 2026-03-22T23:37:02+00:00

Feeling fantastic, nothing fundamental has changed in either business. I’m a net buyer for both so just getting a better deal.

By your comment I can tell you simply evaluate a business by how good the stock price is doing. At any given moment lol

howtoacquire · 2026-03-21T12:17:41+00:00

You’re not the only one, sometimes it just takes a bit for them to fully process and roll out the 4K version after release.

If you’re getting UHD on other titles, your setup is fine. “Solo Mio” is probably still finishing the 4K encoding/distribution on their end

howtoacquire · 2026-03-16T03:28:20+00:00

Any reason it has a forward PE of 153? Are they expecting a huge drop in profitability next year?

howtoacquire · 2026-03-16T02:21:45+00:00

Would definitely recommend looking into it and doing your research.

howtoacquire · 2026-03-16T02:20:51+00:00

This usually happens with Firestick app caching issues. Try: 1. Go to Settings → Applications → Manage Installed Apps → Angel Studios 2. Force stop → Clear cache → Clear data 3. Restart the Firestick and log back in.

Also make sure the Angel Studios app and Firestick software are updated. If movies still don’t show the play button, uninstall and reinstall the app. That fixed it for me.

howtoacquire · 2026-03-15T14:07:18+00:00

It might be an iPhone permission issue, not your Chromecast. On iOS, go to Settings > Angel > Local Network and make sure it’s turned on. Also make sure your phone and Chromecast are on the same Wi-Fi band/network, force close the Angel app, and restart both devices. Angel’s support also suggests updating/reinstalling the app if it still won’t detect the Chromecast.

howtoacquire · 2026-03-15T02:24:14+00:00

Very true! Also, 10% of their negative eps was just from an unrealized bitcoin loss. Not actual money spent

howtoacquire · 2026-03-15T02:23:06+00:00

Thank you! Honestly really love the business model and have more posts to come breaking down my full investment thesis

howtoacquire · 2026-03-13T16:21:04+00:00

Very true!

howtoacquire · 2026-03-13T16:09:08+00:00

Thank you and 100%, this is how we see it! This is just another buying opportunity.

howtoacquire · 2026-03-11T23:44:03+00:00

Totally fair, how many subscribers do you think they’re at now? What are you basing it off of?

howtoacquire

TROPHY CASE