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Shirley Pelts

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Disclosure: I am in full compliance with all ethics and other policies for Market Realist research analysts. I am not invested in securities that I cover on Market Realist.

More From Shirley Pelts

  • uploads///ATT valuation metrics
    Company & Industry Overviews

    What Are the Valuation Metrics for AT&T?

    AT&T was trading at a current year’s PE multiple of ~12.8x on October 27, 2016. This figure is higher than Verizon Communications’ (VZ) comparable PE multiple of ~12.4x.

    By Shirley Pelts
  • uploads///us elections
    Company & Industry Overviews

    How Did the US Election Results Affect Media Stocks?

    In this series, we’ll look at what Trump’s win means for the media sector. We’ll also look at how the possibility of a change in net neutrality regulations could affect media companies.

    By Shirley Pelts
  • uploads///Comcast capex
    Company & Industry Overviews

    Does Comcast Expect Capex to Rise for Comcast Cable?

    Comcast (CMCSA) expects capex as a percentage of revenues to continue to be flat at 15% for Comcast Cable in 2016.

    By Shirley Pelts
  • uploads///Turner fiscal Q
    Earnings Report

    What’s the Outlook for Time Warner’s Advertising Business?

    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.

    By Shirley Pelts
  • uploads///T AWS auction
    Company & Industry Overviews

    What Is Comcast’s Opinion about 5G?

    In the telecom world, 5G (fifth-generation) is generating a lot of hype, as it could provide 10x–100x faster wireless speeds than 4G.

    By Shirley Pelts
  • uploads///Comcast programming costs
    Company & Industry Overviews

    Why Does Comcast Expect Programming Costs to Rise in Fiscal 2016?

    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.

    By Shirley Pelts
  • uploads///Viacom Vantage
    Company & Industry Overviews

    FOXA’s Views on Streaming Platforms: Advertising Opportunity?

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

    By Shirley Pelts
  • uploads///Twx original programming
    Company & Industry Overviews

    Why CBS Is Focusing on Original Progamming

    Media companies have started focusing on producing original programming. CBS (CBS) is also increasingly concentrating on original programming.

    By Shirley Pelts
  • uploads///Hulu online televiison service
    Company & Industry Overviews

    Will Dish’s Sling TV Remain Successful?

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

    By Shirley Pelts
  • uploads///TWX HBO Now subs
    Company & Industry Overviews

    Why Time Warner Intends to Pull Its HBO Programming from Amazon

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

    By Shirley Pelts
  • uploads///NFLX media analyst recs
    Company & Industry Overviews

    Trading at a Discount, Netflix Has Mixed Recommendations

    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.

    By Shirley Pelts
  • uploads///Telecom Mobile Video Traffic in the US
    Company & Industry Overviews

    What Could a Net Neutrality Rollback Mean for Netflix?

    The net neutrality principle is a subject of ongoing debate. Net neutrality rules say that all Internet traffic should be treated equally.

    By Shirley Pelts
  • uploads///eeacfecfbcebfcca
    Company & Industry Overviews

    A Look at Time Warner’s Key Metrics

    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.

    By Shirley Pelts
  • uploads///NFLX YTD price perf April
    Company & Industry Overviews

    Why Netflix Is Stopping Short of an All-Time High

    Netflix (NFLX) is expected to announce its 1Q17 results on April 17, 2017. In its 4Q16 results, Netflix had total streaming revenues of $2.4 billion, up 41% year-over-year.

    By Shirley Pelts
  • uploads///Incentive auction
    Company & Industry Overviews

    What Is Dish Network’s Wireless Spectrum Strategy ?

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

    By Shirley Pelts
  • uploads///Telecom Mobile Video Traffic in the US
    Company & Industry Overviews

    Why Netflix Is Streaming Low-Quality Video on AT&T and Verizon

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

    By Shirley Pelts
  • uploads///Dish pre Q ANR
    Company & Industry Overviews

    Dish Network: Recent Returns and Stock Trends

    On October 28, 2016, Dish Network’s (DISH) stock was trading at $57.38. The stock was trading 0.7% above its 20-day moving average of $57.

    By Shirley Pelts
  • uploads///Television in fiscal Q
    Company & Industry Overviews

    What’s Really Driving Growth for 21st Century Fox’s Television Segment?

    FOXA believes that its “ability to create, own and monetize hit content” for its television segment will drive long-term value for its shareholders.

    By Shirley Pelts
  • uploads///Turner fiscal Q
    Earnings Report

    What Factors Are Driving Time Warner’s Growth

    Time Warner’s (TWX) Turner business division had revenues of $3 billion in fiscal 2Q16, an increase of 6% year-over-year.

    By Shirley Pelts
  • uploads///NFLX operating losses
    Earnings Report

    NFLX’s International Membership Additions Exceeded Expectations

    On January 19, 2016, Netflix (NFLX) announced its 4Q15 results. Netflix recorded international streaming revenues of $566 million in 4Q15.

    By Shirley Pelts
  • uploads///NFLX valuation metrics intl
    Company & Industry Overviews

    A Look at Netflix’s Valuation Metrics

    In international markets, Netflix continues to expand rapidly, but it hasn’t become profitable yet. The company also faces other challenges in international markets.

    By Shirley Pelts
  • uploads///FOXA revs distri
    Company & Industry Overviews

    Why Is Netflix Experimenting with Original Content Licensing?

    One of the reasons Netflix (NFLX) is venturing into more original content production is the declining cost of content production.

    By Shirley Pelts
  • uploads///NFLX intl subs
    Earnings Report

    Will Netflix Continue to Grow in International Markets?

    In international markets, Netflix (NFLX) had total streaming memberships of 47.9 million and net additions of 3.5 million members in 1Q17.

    By Shirley Pelts
  • uploads///INdian TV market
    Company & Industry Overviews

    21st Century Fox’s Rising STAR in India

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

    By Shirley Pelts
  • uploads///COmcast NBCUniversal Q
    Company & Industry Overviews

    What Is Comcast’s Outlook on Its Theme Parks Segment?

    In September 2016, Comcast’s (CMCSA) NBCUniversal announced an agreement with Time Warner’s (TWX) Warner Bros. This agreement covers television distribution rights in the US for all movies in J.K. Rowling’s Wizarding World franchise.

    By Shirley Pelts
  • uploads///Popularity of monthly ott svcs
    Company & Industry Overviews

    Why Media Networks Enter Amazon’s Streaming Partners Program

    Netflix is the most popular service, with 49% of OTT subscribers. Amazon ranks second to Netflix when it comes to subscribers for its streaming video (or OTT) service.

    By Shirley Pelts
  • uploads///INdian TV market
    Company & Industry Overviews

    21st Century Fox’s STAR: A Star in India

    Twenty-First Century Fox (FOXA) owns STAR India, India’s (EPI) largest media network. STAR India develops, broadcasts, and produces programming for 51 channels in seven languages in its portfolio.

    By Shirley Pelts
  • uploads///G spec allocations in LatAm
    Miscellaneous

    AT&T’s Big Investment Plans for Mexico: 4G LTE

    A few days back, AT&T announced that it plans to invest $3 billion to extend its 4G LTE network across Mexico.

    By Shirley Pelts
  • uploads///DIS MACD on May
    Company & Industry Overviews

    How Do Disney’s Technical Indicators Compare with Peers?

    Disney has a MACD of -1.3, while Twenty-First Century Fox (FOXA), Time Warner (TWX), and Comcast (CMCSA) have MACDs of -0.8, -0.2 and 0.3, respectively.

    By Shirley Pelts
  • uploads///DIsh val metrics Feb
    Company & Industry Overviews

    Dish Network and Its Valuation Metrics

    Dish Network (DISH) has a forward EV-to-EBITDA multiple of 13.5x and a PE multiple of 23.8x.

    By Shirley Pelts
  • uploads///TWX Warner Bros
    Company & Industry Overviews

    Will Time Warner’s Programming Strategy for Warner Bros. Work?

    Warner Bros. had revenues of $13 billion in 2015, a rise of 4% year-over-year (or YoY). However, Warner Bros. saw a 13% YoY fall in revenues in fiscal 4Q15, with revenues of $3.3 billion.

    By Shirley Pelts
  • uploads///Retrans fees
    Company & Industry Overviews

    Why Is Time Warner Still Optimistic about Affiliate Fees Growth?

    Media companies like Time Warner (TWX) derive their revenues primarily from affiliate fees and advertising.

    By Shirley Pelts
  • uploads///ANR Q
    Company & Industry Overviews

    A Look at Analysts’ Ratings for Dish Network

    On August 26, 2016, Dish Network’s (DISH) stock was trading at $48.84. The stock was trading 4.2% below its 20-day moving average of $51.

    By Shirley Pelts
  • uploads///aecedcfdbaebfdbbacae
    Company & Industry Overviews

    Why Credit Suisse Gave Its Recent Thumbs up to 21st Century Fox

    During the past month, the FOXA’s stock price has gone up by 11.6% while CBS and Disney have seen their stock prices go up by 15.4% and 6.2%, respectively.

    By Shirley Pelts
  • uploads///NFLX val metric Feb
    Company & Industry Overviews

    How Does Netflix’s Valuation Compare?

    Valuation metrics Earlier in this series, we learned about some key updates for Netflix (NFLX). In this part of the series, we’ll look at how Netflix’s value proposition stacks up against its peers’. Common valuation multiples for companies in the sector include the PE (price-to-earnings), EV-to-EBITDA (enterprise value to earnings before interest, tax, depreciation, and […]

    By Shirley Pelts
  • uploads///NFLX international Q contribution losses
    Earnings Report

    Does Netflix Expect Gains in Its International Business in 3Q16?

    Netflix expects its total number of memberships in international markets to be 38.1 million in 3Q16, with a net addition of 2 million members.

    By Shirley Pelts
  • uploads///Retrans fees
    Company & Industry Overviews

    What’s the Outlook for Time Warner’s Affiliate Fees in 2017?

    Media companies derive their revenues primarily from affiliate fees and advertising. Time Warner expects double-digit growth in affiliate fees for its Turner business division in 2017.

    By Shirley Pelts
  • uploads///Telecom Non Pay TV Households in the US
    Company & Industry Overviews

    Why Is AT&T Offering DirecTV as an Over-the-Top Service?

    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.

    By Shirley Pelts
  • uploads///ANR post Q for Comcast
    Company & Industry Overviews

    The Analysts’ Take: Comcast Trades at a Discount, but Should You Get In?

    On September 6, 2016, Comcast’s stock was trading 0.9% below its 20-day moving average of $67 and 0.5% above its 50-day moving average of $66.

    By Shirley Pelts
  • uploads///DIsh ANR Feb
    Miscellaneous

    How Analysts Have Rated DISH Network

    On March 13, 2017, Dish Network (DISH) stock was trading at $62.05, 0.08% above its 20-day moving average of $62, 1.7% above its 50-day moving average of $61.

    By Shirley Pelts
  • uploads///Comcast video customers in Q
    Company & Industry Overviews

    Is Verizon Interested in Comcast?

    On April 19, Bloomberg reported, citing Verizon Communications’ (VZ) CEO, Lowell McAdam, that Verizon is open to merger discussions with either Comcast (CMCSA), The Walt Disney Company (DIS), or CBS (CBS).

    By Shirley Pelts
  • uploads///acaafadedbfbbefafefaad
    Earnings Report

    Why Did Time Warner Stock Fall after Earnings Release?

    On February 10, 2016, Time Warner (TWX) reported its 4Q15 and fiscal 2015 earnings. The company reported revenues of $7.1 billion in 4Q15, a decline of 6% year-over-year.

    By Shirley Pelts
  • uploads///Akamai state of internet
    Company & Industry Overviews

    What Factors Could Impact Netflix in Developing Markets?

    Netflix’s business model could be hampered by low Internet penetration or low usage of Internet-connected devices in international territories.

    By Shirley Pelts
  • uploads///fccacebaaeacccbe
    Miscellaneous

    Are Activist Investors Eyeing Time Warner?

    On January 7, 2016, the New York Post reported that activist shareholder Corvex Management could be building up its stake in Time Warner.

    By Shirley Pelts
  • uploads///COmcast set top box
    Company & Industry Overviews

    The FCC’s New Set-Top Box Proposal: Why All the Controversy?

    In late January, the FCC (Federal Communications Commission) put forward a proposal that would give a choice to pay-TV consumers.

    By Shirley Pelts
  • uploads///TWX revs distri in fiscal
    Company & Industry Overviews

    Why ESPN Isn’t Concerned about Falling Sports Ratings

    In August 2019, Disney is set to expand its college sports programming by launching a successor to its SEC Network—the ACC Network.

    By Shirley Pelts
  • uploads///Apple other products
    Company & Industry Overviews

    Will the New Apple TV Taste Success?

    Apple does not disclose unit sales for its Apple TV, which is a part of the company’s Other Products segment.

    By Shirley Pelts
  • uploads///Ad US Programmatic Spending
    Company & Industry Overviews

    Comcast and Its Peers Target the Programmatic Ad Market: Why?

    Like other companies, Comcast is aiming to grab a share of the programmatic advertising market. The programmatic advertising market in the United States is quickly approaching $9 billion.

    By Shirley Pelts
  • uploads///Comcast YTD price perf Mar
    Company & Industry Overviews

    What’s Affecting Comcast’s Stock Price?

    On March 28, 2017, Comcast’s (CMCSA) stock closed at $37.09. The company’s stock has risen 7.4% YTD (year-to-date).

    By Shirley Pelts
  • uploads///DIsh ANR Feb
    Miscellaneous

    How Analysts Are Rating Dish Network after 4Q16 Earnings

    Of the 26 analysts covering Dish Network (DISH), 13 have given it a “buy” recommendation, and eight have given it a “hold.”

    By Shirley Pelts
  • uploads///ATT tech parameters
    Company & Industry Overviews

    Technical Indicators for AT&T: A Peer Comparison

    On December 29, 2016, AT&T (T) was trading 6.6% above its 100-day moving average of $40. In comparison, T-Mobile (TMUS) was trading 16.1% above its 100-day moving average

    By Shirley Pelts
  • uploads///TWX Turner revs distri in Q
    Company & Industry Overviews

    How Time Warner Expects Its Advertising Market to Shape Up

    Time Warner (TWX) stated at its fiscal 1Q17 earnings call that there has been a moderation in advertising compared to fiscal 2Q16.

    By Shirley Pelts
  • uploads///Comcast capex
    Company & Industry Overviews

    Why Does Comcast Expect a Rise in Its Capex?

    Comcast (CMCSA) continues to expect Comcast Cable’s capex (capital expenditure) as a percentage of revenue to be flat at 15% in 2016.

    By Shirley Pelts
  • uploads///Media OTT Trends Q
    Company & Industry Overviews

    How Is Amazon Gearing Up to Compete with Netflix?

    Amazon (AMZN) has been increasingly focusing on its Prime program, but it’s a potent video streaming player too. How will this affect Netflix?

    By Shirley Pelts
  • uploads///Content viewing frequency by genre
    Company & Industry Overviews

    Netflix Explored New Content Genres in 2015

    Netflix has stayed away from sports programming but has not ruled it out entirely. However, Netflix does not consider it to be as attractive an opportunity as news programming.

    By Shirley Pelts
  • uploads///DIS ESPN  subs
    Company & Industry Overviews

    Why Disney Still Believes ESPN Is on a Winning Path

    Disney’s (DIS) ESPN has some investors worried about declining subscriber numbers. But Disney believes there’s nothing to worry about.

    By Shirley Pelts
  • uploads///NFLX April
    Miscellaneous

    How Analysts Are Rating Netflix before Its 1Q17 Earnings

    Of the 41 analysts covering Netflix (NFLX), 24 gave it a “buy” recommendation, two gave it a “sell” recommendation, and 15 gave it a “hold” recommendation.

    By Shirley Pelts
  • uploads///Cable in Europe consolidation
    Macroeconomic Analysis

    Quadruple Play and the European Cable Industry

    Altice hopes to replicate Europe’s “quadruple play” model in the United States. Quadruple play is the bundling of high-speed Internet, television, land line, and mobile service in one package.

    By Shirley Pelts
  • uploads///FOXA revs distribution in FY
    Earnings Report

    Overview of 21st Century Fox’s Fiscal 2015 Earnings

    Recently, stocks of media companies such as 21st Century Fox (FOXA) were hammered. In fiscal 2015, the company had revenues of ~$29 billion, a 9% decrease from fiscal 2014.

    By Shirley Pelts
  • uploads///Dish pay TV subs
    Company & Industry Overviews

    Where Dish Could Be Headed with Its Spectrum Holdings

    Dish ordered to pay $280 million in damages On June 5, according to a Reuters report, a district court in Illinois ordered Dish Network (DISH) to pay $280 million in damages to the US (SPY) government in “an eight-year-old ‘robocall’ telemarketing lawsuit.” The report also stated that in 2009, the FTC (Federal Trade Commission) and […]

    By Shirley Pelts
  • uploads///Comcast tech trading parameters Jan
    Company & Industry Overviews

    Comcast’s Technical Indicators: Peer Comparison

    Technical indicators Traders and investors analyze technical indicators when making market entry and exit decisions. Moving averages and the RSI (relative strength index) are among the most widely used technical indicators. An RSI score below 30 signifies that a stock is oversold, while an RSI scores above 70 indicates that a stock is overbought. In […]

    By Shirley Pelts
  • uploads///TWX YTD price perfor post Q
    Earnings Report

    Here’s How Time Warner Fared in 2Q16

    Time Warner (TWX) announced its fiscal 2Q16 earnings on August 3, 2016. It reported revenues of $7 billion, a decline of 5% year-over-year.

    By Shirley Pelts
  • uploads///Disney IP
    Company & Industry Overviews

    Why Disney Considers Studio Entertainment a Core Growth Driver

    In fiscal 2016, Star Wars: The Force Awakens was Disney’s (DIS) third-highest grossing movie of all time, bringing in $2.0 billion at the global box office.

    By Shirley Pelts
  • uploads///Content viewing frequency by genre
    Company & Industry Overviews

    Netflix Is Exploring Different Genres of Programming

    As Netflix faces increasing competition from other video streaming providers in the United States, the company is exploring different genres of programming.

    By Shirley Pelts
  • uploads///Television segment
    Earnings Report

    Filmed Entertainment Segment Expected to Be a Hit in Fiscal 2016

    21st Century Fox’s The Revenant was estimated to have weekend box office collections of $49.8 million globally as of the report date. The Revenant has also been nominated for multiple Oscars for the upcoming Academy Awards.

    By Shirley Pelts
  • uploads///dcbbfaabfbbfcfeddcecae
    Miscellaneous

    Deutsche Bank Downgraded Viacom

    On November 23, 2015, StreetInsider.com reported that Deutsche Bank downgraded Viacom (VIAB) to “hold” from an earlier “buy” rating.

    By Shirley Pelts
  • uploads///Media OTT Trends Q
    Company & Industry Overviews

    Will Time Warner Participate in Hulu’s Online Television Service?

    Time Warner has stated that it would follow Disney and Fox in terms of its programming becoming available on Hulu’s new service.

    By Shirley Pelts
  • uploads///Comcast Q eps
    Earnings Report

    Comcast’s Performance in Fiscal 2Q16 Not That Impressive

    Comcast (CMCSA) announced its fiscal 2Q16 earnings on July 27, 2016. It declared EPS of $0.83, which exceeded Wall Street analysts’ estimate of $0.81.

    By Shirley Pelts
  • uploads///TWX fiscal  revs distri
    Company & Industry Overviews

    Time Warner Could Benefit from Earlier Video on Demand Releases

    Time Warner’s (TWX) Warner Bros. could benefit from its movies moving from theaters to on-demand streaming quicker, which could open up a new revenue stream for the company.

    By Shirley Pelts
  • uploads///Comcast net additions
    Company & Industry Overviews

    Why Is Comcast Launching Seeso?

    Seeso, a subscription-based online video service, is part of Comcast’s strategy to lure Millennials with OTT (over-the-top) services.

    By Shirley Pelts
  • uploads///Comcast YTD price performance
    Company & Industry Overviews

    What Factors Are Impacting Comcast’s Stock Price?

    On November 27, 2016, Comcast’s (CMCSA) stock price closed at $69.16. The company’s stock has risen 22.5% YTD (year-to-date).

    By Shirley Pelts
  • uploads///Pandora media revs and ebitda
    Earnings Report

    A Look at Pandora Media’s 3Q15 Earnings

    On October 22, Pandora Media announced its 3Q15 earnings with revenues of $311.6 million, a growth of 30% from 3Q14. Revenues fell short of estimates by ~$1.4 million.

    By Shirley Pelts
  • uploads///NFLX domestic subs Q
    Company & Industry Overviews

    What’s Comcast Planning for Its X1 Set-Top Box?

    Comcast’s integration of Sling TV and Netflix As Millennials increasingly prefer to watch content online, pay-TV operators such as Comcast (CMCSA) are finding new ways to attract these viewers to pay-TV. Late last year, Comcast (CMCSA) announced the integration of Dish Network’s (DISH) Sling TV into its X1 set-top box. As a part of this […]

    By Shirley Pelts
  • uploads///Content viewing frequency by genre
    Miscellaneous

    Netflix’s Increasing Focus on Kids’ Programming

    Children watching a cartoon on Netflix are also likely to want to buy a licensed toy ot other product related to the cartoon.

    By Shirley Pelts
  • uploads///debdaabafccabe
    Company & Industry Overviews

    Netflix Stock Soared in 2015

    Netflix’s investors had a great year as the company’s stock soared in 2015. Netflix’s stock price rose by 135% in 2015, putting it among the leaders in the S&P 500 Index.

    By Shirley Pelts
  • uploads///Dish pay tv subs losses
    Company & Industry Overviews

    Dish Network and Possible Consolidation in the Wireless Industry

    Last month, T-Mobile’s (TMUS) president and CEO John Legere announced his predictions for 2017. He said that Dish could be acquired this year.

    By Shirley Pelts
  • uploads///COmcast set top box
    Company & Industry Overviews

    What Does the Deal Mean for the FCC’s Set-Top Box Proposal?

    Comcast’s (CMCSA) deal with Netflix (NFLX) comes at a time when there’s a widespread discussion going on regarding the FCC’s set-top box proposal.

    By Shirley Pelts
  • uploads///Tel Gigabit Pro
    Company & Industry Overviews

    Comcast to Boost High-Speed Internet with Rollout of DOCSIS 3.1

    Early this month, Comcast (CMCSA) announced that it plans to introduce a gigabit Internet service using DOCSIS 3.1 technology in Atlanta and Nashville.

    By Shirley Pelts
  • uploads///Genre of TV programming
    Company & Industry Overviews

    What’s Keeping Netflix from Exploring More Content Genres?

    Netflix said that although it would like to have something for every type of viewer, viewers will most likely use other streaming services in addition to Netflix.

    By Shirley Pelts
  • uploads///VIAB filmed entertainment Q
    Company & Industry Overviews

    Viacom Expects to Benefit from Sale of Minority Stake in Paramount

    Early this year, Viacom stated that it is willing to sell a minority stake in Paramount. The company elaborated on this potential sale at the June 9, 2016, Gabelli & Company Movie & Entertainment conference.

    By Shirley Pelts
  • uploads///NFLX domestic memberships
    Earnings Report

    Netflix: Growing Memberships in the Domestic Market for 2Q15

    Netflix’s domestic streaming memberships have been increasing steadily through the quarters. Memberships rose 17% in 2Q15 compared to the same quarter last year.

    By Shirley Pelts
  • uploads///Telecom Mobile Data Traffic in the US
    Company & Industry Overviews

    Does Dish View AT&T-DIRECTV’s OTT Service as a Game Changer?

    According to a report by eMarketer, non-pay TV households in the US are expected to increase from ~20.8 million in 2015 to ~28.1 million in 2019.

    By Shirley Pelts
  • uploads///Turner advtg revenues
    Company & Industry Overviews

    How Will Time Warner’s Acquisition Help AT&T with Advertising?

    In this part of the series, we’ll look at the advertising outlook for the combined AT&T–Time Warner entity.

    By Shirley Pelts
  • uploads///FOXA revs distri by component
    Company & Industry Overviews

    What Is the Outlook for Affiliate Fees for Time Warner’s Turner?

    Time Warner stated in its 4Q15 earnings call that it has achieved the rise in affiliate fees in its agreements with the top ten domestic distributors. It expects subscription revenues to be in the low teens in fiscal 1Q16.

    By Shirley Pelts
  • uploads///Disney IP
    Company & Industry Overviews

    How Is Disney Strengthening Its Brands?

    In early February 2016, the Walt Disney Company’s ESPN (DIS) entered into an agreement with Tencent Holdings (TCEHY) in China.

    By Shirley Pelts
  • uploads///TWITCH
    Company & Industry Overviews

    Amazon’s Twitch Ventures into Touchscreen Mobile E-Sports

    Amazon’s (AMZN) Twitch is venturing into new territory. Twitch is entering the touchscreen multiplayer online battle arena.

    By Shirley Pelts
  • uploads///Disney IP
    Company & Industry Overviews

    What’s the Outlook for Comcast’s Film Business?

    Comcast’s Filmed Entertainment segment had a difficult 1Q16 with revenues of $1.4 billion, a decline of 4.3% YoY (year-over-year).

    By Shirley Pelts
  • uploads///Activision
    Miscellaneous

    Activision Aims to Create a Film and Television Unit

    Activision will collaborate with film studios of companies like The Walt Disney Company (DIS) for theatrical distribution of its movies.

    By Shirley Pelts
  • uploads///VIAB aff fees
    Earnings Report

    Viacom’s Positive Outlook for Its Affiliate Fees

    Viacom’s (VIAB) Media Networks segment had affiliate fees of $1.1 billion in fiscal 2Q16, a decline of 1% over fiscal 2Q15.

    By Shirley Pelts
  • uploads///ATT lobbying spend
    Company & Industry Overviews

    Regulatory Environment Puts AT&T Deal to the Test

    AT&T says it doesn’t believe the acquisition will result in less choices for consumers or in higher prices.

    By Shirley Pelts
  • uploads///ATT lobbying spend
    Company & Industry Overviews

    What Does Trump’s Win Mean for AT&T-TWX Acquisition?

    Telecommunication companies have long been giving big donations to both parties and have lobbied hard in Washington.

    By Shirley Pelts
  • uploads///AMzn Prime members
    Miscellaneous

    Content Strategy for Some US Over-the-Top Players

    Netflix has stated that it’s likely to go into additional debt next year to fund its content acquisition costs. Netflix had gross debt of $2.4 billion at the end of 3Q15.

    By Shirley Pelts
  • uploads///Telecom U verses Video Net Additions
    Company & Industry Overviews

    How Will the ATT–DIRECTV Merger Affect the Media Sector?

    Late last year, Comcast (CMCSA) stated that the AT&T–DIRECTV merger had created a significant competitor in the cable market.

    By Shirley Pelts
  • uploads///TWX ANR Mar
    Miscellaneous

    How Analysts View Time Warner Stock

    Of the 32 analysts covering Time Warner (TWX), 16 gave it a “buy” recommendation, and 16 gave it a “hold” recommendation. There were no “sell” recommendations on the stock.

    By Shirley Pelts
  • uploads///Sirius XM revs sources
    Earnings Report

    Outlook for Sirius XM in 2015

    On October 22, 2015, Sirius XM (SIRI) announced its 3Q15 earnings. The company had total paid subscribers at an all-time high of 29 million in 3Q15.

    By Shirley Pelts
  • uploads///Pay tv subs cutting packages
    Company & Industry Overviews

    Will Netflix Bid for Live Sports like Amazon’s Proposed Bid?

    Earlier this year, Netflix stated in an earnings call that it didn’t consider live sports to be as attractive an opportunity as news programming.

    By Shirley Pelts
  • uploads///Pre Q ANR
    Earnings Report

    How Are Analysts Rating Disney before Its Earnings Release?

    Shareholder returns and stock trends As of November 2, 2016, The Walt Disney Company’s (DIS) stock was trading at $92.39. That’s 0.4% above its 20-day moving average of $92, 0.7% below its 50-day moving average of $93, and 2.8% below its 100-day moving average of $95. Disney generated returns of -19.7% in the trailing 12-month […]

    By Shirley Pelts
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    Company & Industry Overviews

    What’s Been Impacting Netflix’s Stock Price?

    Netflix was downgraded by Jefferies from “hold” to “underperform,” and the company’s target price was slashed from $80 to $76.

    By Shirley Pelts
  • uploads///Disney IP
    Company & Industry Overviews

    Disney-Branded Streaming Services and Disney’s Movie Business

    In fiscal 3Q17, Disney’s Studio Entertainment had revenues of $2.4 billion, down 16% year-over-year. It posted operating income of $639.0 million.

    By Shirley Pelts
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    Company & Industry Overviews

    A Look at Dish Network’s 5G Strategy

    Dish Network expects its 5G network to become operational by 2020–2021. Dish noted that its costs of building out a 5G network would be lower than building out a 4G network.

    By Shirley Pelts
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