Could T-Mobile Be Left in the Cold?
The recent development between Comcast and Charter could dim T-Mobile’s merger prospects.
Netflix (NFLX) announced in April that it was raising 1.0 billion euros (about $1.1 billion) via debt offering in Europe.
It appears now that the concern for Netflix (NFLX), Amazon (AMZN), and Hulu should be the rapidly crowding online video market, rather than demand.
Netflix (NFLX) entered two films at this year’s Cannes Film Festival, one of the film industry’s premier events. But the rules of the competition have changed.
Amazon’s recent move to introduce a live television service in Europe appears to explain why it would spend $4.5 billion on video acquisitions this year.
In late May, Amazon (AMZN) opened its first physical bookstore in New York City, and the move has generated a lot of debate.
The trouble for Verizon will likely come from reduced merger options.
Netflix’s (NFLX) balance sheet reflects total debt of $3.4 billion. The company recently reported total capital of ~$6.3 billion.
The rise of Netflix and streaming video services isn’t just burning traditional pay-TV providers like Viacom—restaurants are also feeling the heat.
Comcast’s SmartOffice is a cloud-based video surveillance system aimed at small and medium businesses.
Viacom (VIAB) is in need of a turnaround, and it’s searching everywhere for it.
As of June 21, 2017, Comcast (CMCSA) was the largest media player in terms of market capitalization globally at $184.6 billion.
Pay-TV providers AT&T and DISH have jumped on the online television bandwagon to respond to cord-cutting, but Comcast has resisted.
Snap (SNAP) stock rose 3% after Time Warner (TWX) announced that it would be investing $100 million in Snapchat content.
Among the 32 analysts covering Comcast, 30 have rated the company as a “buy,” while two have rated the stock as a “hold.” There are no “sell” recommendations on the stock.
Comcast’s (CMCSA) programming costs rose 11.7% year-over-year (or YoY) in 1Q17. What’s been driving the rise in the company’s programming costs?
Comcast (CMCSA) had a 14-day RSI (relative strength index) of 58 on June 19, 2017. In comparison, The Walt Disney Company (DIS) had an RSI of 35.
Pay-TV companies such as Comcast (CMCSA) and DISH Network (DISH) are facing rising competition from over-the-top (or OTT) services such as Netflix (NFLX).
When it comes to Comcast’s (CMCSA) triple-play business, which includes high-speed Internet, voice, and video, its high-speed Internet and video businesses are the clear winners.
Comcast’s (CMCSA) video business has been a great success story for the company. The business bucked the overall trend of subscriber losses for pay-TV companies in 1Q17.