Shirley Pelts

At the start of 2016, Time Warner said it intended to reduce ad loads on Turner’s TNT channel. It also intends to reduce ads on TNT’s three new dramas set to premiere this year.

On March 8, 2016, the Wall Street Journal reported that Comcast and the YES Network were locked in a dispute regarding the carriage fee for the YES Network.

Due to the coverage of the US presidential elections this year, 21st Century Fox (FOXA) expects substantial advertising revenue from Fox News.

As Millennials increasingly move to OTT (over-the-top) services, pay-TV companies like Dish Network (DISH) are also focusing on OTT services.

Time Warner announced at its fiscal 1Q17 earnings call that it most likely won’t extend its agreement with Amazon beyond 2018.

Of the 44 analysts covering Netflix, 23 have given it a “buy” recommendation, seven have given it a “sell” recommendation, and 14 have given it a “hold” recommendation.

In fiscal 1Q16, Time Warner bought back $700 million worth of shares. Including dividends, it has returned around $1.3 billion to its shareholders year-to-date.

Dish Network (DISH) has filed an application with the FCC to participate as a potential spectrum bidder.

Netflix has been streaming low-quality videos for subscribers on AT&T and Verizon Communications’ (VZ) wireless networks. Here’s why.

21st Century Fox owns STAR India, India’s largest media network. STAR India develops, broadcasts, and produces programming for 51 channels in its portfolio.

AT&T is planning to enter the IP-based video delivery market by offering DirecTV as an OTT (over-the-top) service in the fourth quarter of 2016.

Among the major cable companies, Comcast (CMCSA) has already ventured into the wireless industry by launching a wireless service.

Comcast’s (CMCSA) Cable Communications business continues to be driven by its high-speed Internet and video business.

Comcast’s franchise-focused strategy In the first part of this series, we looked at how Comcast’s (CMCSA) fiscal 2Q17 results were strongly driven by the company’s filmed entertainment and theme parks businesses. In this part of the series, we’ll look at the key factors that are driving Comcast’s filmed entertainment business. Comcast’s filmed entertainment business is […]

Netflix’s stock price closed at $183.60 on July 18. The company had a market capitalization of $79.4 billion on July 18 with an enterprise value of $81.8 billion.

In fiscal 2Q17, Netflix (NFLX) recorded international streaming revenues of $1.1 billion, up 54% year-over-year.

In May 2017, Comcast introduced its new Wi-Fi gateway, xFi, which offers a personalized Wi-Fi experience to its users.

Popularity of English-language content in China Media companies in the United States (SPY) are increasingly looking at the Chinese (FXI) market as Hollywood movies become popular there. However, there have also been concerns about box office success in the country. On June 27, The Wall Street Journal reported, citing an unknown source, that the six […]

The Walt Disney Company’s (DIS) revamp of its ABC Network seems to be reaping strong results. Let’s look at how other aspects of its strategy are working out.

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?

ESPN continues to lose subscribers Late last month, The New York Post reported, citing Nielsen data, that The Walt Disney Company’s (DIS) ESPN has continued to lose subscribers. In May, ESPN lost 3.8% of its subscribers. The Nielsen data did not include ESPN’s subscribers from OTT (over-the-top) services such as Dish Network’s (DISH) Sling TV. It […]

Disney stated at the conference that it will keep investing in its businesses not just for growth but also to give superior returns to shareholders.

Disney (DIS) has been looking more and more at the distribution of its content in digital format—specifically for ESPN.

The Walt Disney Company (DIS) announced its fiscal 2Q17 results on May 9. The company’s stock price closed at $109.58 on May 11, 2017.

Disney said in an earnings call that the US corporate tax policy needs to be changed because American companies are no longer competitive.

Dish Network (DISH) had an average monthly pay-TV churn rate of 1.8% in 2016.

M&A activity seems to be driving the media industry towards consolidation.

Comcast stated that the key to getting ahead of the competition has been the company’s strategy to offer products based on market segmentation.

Netflix’s emphasis on local content Early last year, Netflix (NFLX) expanded to 130 countries, taking its total coverage to 190 countries. A core part of Netflix’s business strategy in international markets has been its focus on the localization of content. The company is focusing on original content in local languages in international territories. In its […]

Disney’s (DIS) parks and resorts are doing extremely well in the United States. The company is continuing to add new attractions.

Netflix (NFLX) had free cash flow of -$639.0 million in 4Q16 compared to $276.0 million in 4Q15.

On January 13, 2017, Dish Network’s (DISH) stock closed at $62.27. In this series, we’ll explore Dish Network’s spectrum holdings and the broadcast spectrum auction.

Content licensing is usually for a fixed number of years, and Netflix (NFLX) pays for an exclusive subscription video-on-demand (or SVOD) license for a given title.

Netflix has kept its international prices close to its US prices. The company’s streaming service in international markets costs between $6 and $19 per month.

Original programming Netflix (NFLX) expects to spend ~$5 billion on content acquisition in 2016 and $6 billion on content in 2017. Currently, 10% of its content spending is on original content. The company would like to raise that amount to 50%. Netflix believes original content will strengthen its brand and drive up viewing hours. Netflix […]

In fiscal 2017, The Walt Disney Company (DIS) expects currency fluctuations and a rise in pension expenses to negatively impact the company by around $175 million

Media companies like The Walt Disney Company (DIS) mainly derive their revenues from affiliate fees and advertising.

The Walt Disney Company (DIS) stated in its fiscal 4Q16 earnings call that in fiscal 1Q17, it expects operating income for Disney Consumer Products and Interactive Media to fall.

The Walt Disney Company’s (DIS) theme parks and resorts are doing extremely well in the United States, and the company continues to add new attractions.

On November 2, 2016, The Walt Disney Company’s (DIS) stock closed at $92.39. The company’s stock price has fallen 13.6% year-to-date (or YTD) and 3.3% in the past three months.

while Netflix enjoyed a popularity of 37% among teens who streamed videos from the service every day, Alphabet’s (GOOG) YouTube came a close second.

Netflix (NFLX) has kept its international prices close to its US prices. Its streaming service in international markets costs between $6 and $19 per month.

Netflix was asked about its target capital structure at the Goldman Sachs Communacopia Conference last month. It said it believes it was underleveraged.

Netflix offers its subscribers a variety of price tiers so they can choose the tier they want. It offers more value at the higher-priced and middle tiers.

Comcast stated that the licensing fees earned from this strategy with Cox would give the company “additional scale in development.”

Comcast (CMCSA) considers China a market that will generate a significant profit for the company in the long term.

Disney stands out from its competitors in the media industry due to its large amount of intellectual property.

Netflix (NFLX) had a negative free cash flow of -$254 million in fiscal 2Q16 compared to -$229 million in fiscal 2Q15.

Netflix (NFLX) explained its pricing strategy for its Asian markets during its fiscal 2Q16 earnings call.

Streaming content obligations are the costs that Netflix pays for the licensing, acquiring, and producing content.