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Shirley Pelts

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///ESPN subs  to
    Company & Industry Overviews

    Why Is ESPN Not Winning Lately?

    ESPN had 381 million subscribers at the end of fiscal 2013 and 364 million at the end of fiscal 2014, a loss of 4.4% in one year.

    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///Rio Olympics viewership
    Company & Industry Overviews

    Did the Rio Olympics Broadcast Work Out Well for Comcast?

    Despite lower viewership, Comcast has already reached the milestone of $1.2 billion in advertising sales for the Rio Olympics.

    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///Liberty zulily merger
    Miscellaneous

    Liberty Interactive Acquires Zulily: What It Means for Investors

    On August 17, Liberty Interactive announced its acquisition of Zulily for $2.4 billion. It will purchase all of Zulily’s outstanding shares for $18.75 per share.

    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///Ad US Programmatic Spending
    Company & Industry Overviews

    What Are AT&T’s Plans for Time Warner in Terms of Advertising?

    For media companies such as Time Warner (TWX), advertising is a key component of its revenues.

    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///cabedaeaeccfecb
    Company & Industry Overviews

    Why Did Pandora’s Stock Price Rise 8.5%?

    Pandora’s share price has fallen by 40.3% year-to-date. However, the company’s stock price was up by 8.5% on the day the earnings were announced.

    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 ANR June
    Miscellaneous

    Why Analysts Are Upbeat about Disney

    Analysts remain optimistic about Disney Of the 32 analysts covering Disney (DIS), 18 analysts have rated the stock a “buy,” 12 analysts have rated it a “hold,” and only two analysts have rated the stock a “sell.” Analysts have set a stock price target of $117.44 for Disney, with a median target price of $124. […]

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

    Is Netflix Changing Its International Programming Strategy?

    Last year, Netflix had said at the UBS (UBS) Global Media and Communications Conference that it had crossed 2 million subscribers in Germany (EWG) and France (EWQ).

    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///ANR for DISCA
    Earnings Report

    Are Analysts Pleased with Discovery’s Improved Financials?

    As of August 2, 2016, Discovery Communications (DISCA) stock was trading at $26.42.

    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///NFLX MACD June
    Company & Industry Overviews

    Netflix: The Latest Technical Indicators

    Netflix’s (NFLX) stock price closed at $158.03 on June 23. Netflix is trading 6.1% and 2% above its 100-day and 50-day moving averages of $149.00 and $155.00, respectively.

    By Shirley Pelts
  • uploads///TWX Revs distribution
    Company & Industry Overviews

    The Value of HBO for Time Warner

    The primary sources of revenue for HBO are through subscription revenues, content licensing fees, and home entertainment sale of its original content.

    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///DIS ANR Apr
    Miscellaneous

    How Analysts Are Rating Disney Stock after Its Earnings

    On May 11, 2017, The Walt Disney Company (DIS) was trading at $109.58. That’s 3.0% below its 20-day moving average of $113.

    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///TWX ANR June
    Miscellaneous

    How Wall Street Analysts Are Rating Time Warner

    On June 27, 2017, Time Warner (TWX) stock closed at $99.31. It’s trading at 1.3% above its 100-day moving average of $98.

    By Shirley Pelts
  • uploads///Tel Gigabit Pro
    Earnings Report

    Will Charter Communications Deploy DOCSIS 3.1 Technology?

    Charter saw revenues of $781 million in its Internet business in 4Q15, a growth of 16.6% YoY, fueled by net customer additions and “price adjustments.”

    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///Revs
    Company & Industry Overviews

    How Is Disney Planning to Benefit from Star Wars?

    Disney’s Consumer Products and Interactive segment’s business has been in a decline for the past two quarters.

    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///abfdbbaffbbc
    Earnings Report

    Can Netflix Memberships Keep Growing in Fiscal 1Q16?

    Netflix (NFLX) is expecting total streaming memberships of 81 million with streaming net additions of 6.1 million in fiscal 1Q16. It will be interesting to see if Netflix can achieve its targets.

    By Shirley Pelts
  • uploads///Comcast cable revs distri in Q
    Company & Industry Overviews

    Comcast Continues Its Focus on Business Services in 2016

    Comcast is increasingly focusing on its Business Services segment, which has three growth engines: small business, mid-sized business, and enterprise.

    By Shirley Pelts
  • uploads///DISCA MACD Jul
    Company & Industry Overviews

    How Discovery’s Technical Indicators, Valuation Metrics Compare to Its Peers

    Discovery Communications (DISCA) stock closed at $23.73 on August 4. The stock’s price has fallen 9.8% in the past one-year period.

    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 cable revs distri in Q
    Earnings Report

    Why the Growth in Comcast’s High-Speed Internet Business?

    Comcast’s (CMCSA) high-speed Internet business had revenues of $3.2 billion in 4Q15, a growth of 9.8% over 4Q14. High-speed Internet was a major contributor to revenue growth.

    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///Liberty revs distribution
    Earnings Report

    Key Takeaways from Liberty Interactive’s 2Q15 Earnings

    Liberty Interactive announced its earnings on August 5, 2015. The company had revenue of ~$2.3 billion—a fall of 9% from the same quarter last year.

    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///ALtice revs and ebitda in Q
    Miscellaneous

    Altice Looking to Expand from Europe to the US

    In May this year, Altice made a bid for a majority 70% stake in Suddenlink for $9.1 billion. The deal is expected to close by the end of this 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///DISH pay TV subs
    Company & Industry Overviews

    Has the Pay-TV Business Finally Reached a Mature Phase?

    Media companies like Dish Network (DISH) and Comcast (CMCSA) in the pay-TV business are suffering from subscriber losses.

    By Shirley Pelts
  • uploads///Hulu streaming service pricing
    Company & Industry Overviews

    DISH’s Sling TV Sees Over-the-Top Success

    The increase in Sling TV subscribers had an adverse effect on DISH’s pay-TV ARPU because Sling TV subscribers pay less than traditional pay-TV subscribers.

    By Shirley Pelts
  • uploads///Radio advtg revs
    Company & Industry Overviews

    Is CBS Radio Going Public?

    CBS (CBS) is planning to take its asset, CBS Radio, public by the end of this month.

    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///VZ ANR March
    Miscellaneous

    Verizon: How Wall Street Analysts Are Rating the Stock

    In the previous part of the series, we looked at some updates for Verizon Communications (VZ).

    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///Subs gain or losses for each quarter
    Earnings Report

    What’s Affecting Dish Network’s Subscriber Base These Days?

    Dish Network’s (DISH) subscriber losses continued in fiscal 1Q16. The company announced its fiscal 1Q16 earnings on April 20. Here’s what you need to know.

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

    Why Did ATT Add Turner to Its DirecTV Now Service?

    AT&T’S (T) DIRECTV Now, a new OTT (over-the-top) service, seems to be on track to launch later this year.

    By Shirley Pelts
  • uploads///Content costs
    Earnings Report

    A Look at Pandora Media’s Future Plans

    Pandora Media (P) expects its total revenue growth in 2015 to slow down. It expects its 2015 revenues to be in the range of ~$1.2 billion–$1.6 billion.

    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
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