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- Comcast Looks Strong
- Sramana Mitra submits: At a time when most companies are revising down their annual outlook, in just three quarters, Comcast CMCSA has already met its free cash flow target for the year. Comcast’s reported Q3 revenues of $8.5 billion were marginally lower than the $8.6 billion the market...
- External links 2008-11-05
- Media Stocks: Disney, Time Warner
- Sramana Mitra submits: The Walt Disney Company DIS has been exceeding market expectations over the past few quarters. However, the recently announced quarterly results showed that Disney is one more company that is not immune to the recession and decline in consumer confidence. Though Disney managed to beat revenue...
- External links 2008-11-20
- TiVo Changing Strategy
- Sramana Mitra submits: On Tuesday, TiVo Inc. (Nasdaq: TIVO), the pioneer in digital video recorders DVRs with annual revenue of $120.4 million, reported Q3 results that beat earnings estimates due to litigation damages received from digital media equipment company EchoStar. This short-term boost, however, will not be enough to...
- External links 2008-11-27
- Disney Should Go Shopping
- Sramana Mitra submits: On Tuesday, the $38 billion entertainment and media giant, The Walt Disney Company (NYSE: DIS), announced depressing Q1 results. It was the first major U.S. media company to report results for the quarter. Revenue of $9.6 billion was short of the Street’s expectations of $10.0...
- External links 2009-02-05
- The Times at Time Warner
- Sramana Mitra submits: Continuing our coverage of media & entertainment results, here is a quick analysis of Time Warner’s (NYSE: TWX) Q4 results, which were announced on Wednesday. Like Disney DIS, Time Warner reported earnings much lower than the Street’s expectations and despite some bright spots (CNN, HBO); the...
- External links 2009-02-06
- Good News From Netflix
- Sramana Mitra submits: Netflix (NASDAQ: NFLX) does not seem to be affected by the recession, at least going by its Q4 results that were announced on January 26. The company’s stock rose 16% to $34.82 after the results announcement. It had crashed to a record low of $17.90 in...
- External links 2009-02-15
- Media Sector: Viacom, NYT
- Sramana Mitra submits: It's time to take a look at the Media sector, and see how things are going there. Viacom VIA has made some smart moves in the past that are now enabling the company to perform better than media industry peers. In its recently announced...
- External links 2009-02-19
Additional Resources
- Top Eight Media Stocks
- Sramana Mitra submits: It’s no secret that times have not been good for the media industry. Most stocks underwent a correction of 10%-40% last year, and current trends are no more promising. However, not all players are down and out. Here is a quick look at the top eight...
- External links 2008-09-10
- Media Stocks Roundup: IAC, Time Warner, Viacom, News Corp.
- Sramana Mitra submits: The recession seems to be hurting media stocks as well. Here are some recently reported Q2 earnings. We did a deep dive on IAC IACI last Fall and recommended major restructuring which is now under way. The company’s revenues for the quarter...
- External links 2008-08-13
- Newspaper Stocks: New York Times Company, Gannett and McClatchy
- Sramana Mitra submits: U.S. newspaper stocks have been facing the brunt of worsening economic conditions and the attack from digital media. The main sources of their revenues - vertical classifieds - have steadily been moving online. Their response should be to invest in and acquire online verticals, which has...
- External links 2008-08-26
- Top 4 Newspaper Stocks
- Sramana Mitra submits: To go along with my post on the top eight media companies, here is a brief analysis of what I see as the top four newspaper stocks. As online news gains ground, it is interesting to see how these giants are struggling in adapting their business models to new trends and...
- External links 2008-09-12
- Disney: Fertile Acquisition Grounds Ahead
- Sramana Mitra submits: The Walt Disney Company DIS, the entertainment major, announced Q3 results yesterday, reporting a 9% rise in net income for the quarter. Revenue for the quarter grew 2% annually and 6% sequentially to $9.2 billion, beating market expectations of $9.1 billion. EPS grew by 7% for...
- External links 2008-07-31
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