Steven A. Cohen increases SAC Capital’s position in Google
SAC Capital built up its stake in Google Inc. (GOOG) last quarter by 97,523 shares, to 193,550 shares. Google accounts for a 1.26% position in SAC’s portfolio.
Media & Entertainment
Market Realist covers the latest business and financial developments in media and entertainment, from broadcast to streaming and from small to big screen.
Why Some Exposure to VanEck’s Gaming ETF Is Prudent
The VanEck Vectors Video Gaming and eSports ETF (ESPO) provides exposure to gaming and related industries.
Here’s How Comcast’s Theme Park Business Performed in 4Q17
Comcast’s (CMCSA) Theme Parks business was a star performer in 4Q17, with revenue growth accelerating over the previous quarter.
How to Invest in Global Wide Moat Stocks
The Morningstar Global Wide Moat Focus Index has global exposure, unlike the Morningstar International Moat Index (MOTI).
Micro-Transactions Are an Important Strategy for Electronic Arts
Accounting for over $200 million in revenues, micro-transactions present users with the opportunity to buy items that enhance their gameplay.
How Viacom and CBS Could Benefit from Potential Merger
Media players Viacom (VIAB) and CBS (CBS) are again talking about a merger.
Eric Schmidt Parts Ways with Google and Alphabet
Former Google CEO Eric Schmidt has cut ties with the company and its parent Alphabet. He served as Google’s CEO from 2001 to 2011.
What to Expect for AMC Entertainment’s 1Q18 Revenue
Analysts have projected AMC Entertainment’s (AMC) revenue in 1Q18 (ended March 31) to increase 5.2% to $1.4 billion, boosted by acquisitions.
S&P 500 Index Nears Record High amid Earnings Season
The S&P 500 Index, represented by the SPDR S&P 500 ETF (SPY), rose 0.3% on October 23, nearing the all-time high it saw in July.
Disney Stock: 2 Things Investors Need to Know
There was a sell-off in Disney (NYSE:DIS) stock amid the COVID-19 pandemic. So far, the pandemic has mainly paralyzed the company’s operations.
Updates on Verizon’s MVNO Agreement with Comcast and Charter
Cisco Systems’ (CSCO) VNI (Visual Networking Index) projects that video could comprise ~77.0% of mobile data traffic in the United States by the end of 2020.Technology & Communications Must-know: Why is Yahoo undervalued versus its competitors?
Yahoo’s trailing P/E is almost in line with its peers but it’s below Google (GOOG), Facebook (FB), and Chinese Internet giant Baidu (BIDU).
Verizon and Cablevision: Market Share after the Altice Transaction
An improving broadband proposition with higher Internet speeds should positively affect Cablevision (CVC), considering the competitive dynamics in its industry.
Why Zynga Is Prioritizing Its Research and Development Budget
Zynga (ZNGA) funneled $69.2 million into R&D (research and development) in 1Q17. It turns out the company is tweaking how it spends its R&D budget.
Event-Driven Strategy in a Volatile Market
Event-driven strategy is designed to make an investment in special situations, including mergers and acquisitions, restructuring, split-offs, bankruptcy, and other major events.
ViacomCBS Stock: 3 Highlights for Investors Right Now
ViacomCBS stock has more than doubled from its pandemic lows of $10 in the first quarter. Currently, the stock is still down about 50% for the year.
Merger Update: Charter, Bright House, and Time Warner Cable
California is the only state where the merger between Charter Communications, Time Warner Cable, and Bright House Networks has yet to be approved. It could be approved as early as May 12.
What Kind of Growth Does Altice Expect for Cablevision?
On a YoY (or year-over-year) basis, Suddenlink’s revenue rose ~6.7% to reach ~$0.63 billion in 1Q16.
Understanding competition from other industries—cable companies
Telecom companies compete directly with cable companies—particularly in wired voice, data, and TV services. They compete in the residential and small business segments.
NBC Universal Signs Deal to Bring Peacock Streaming App to Roku
NBC Universal's ad-free streaming service will now be available on Roku devices thanks to a new deal between the two companies.Consumer Why the video gaming industry is attracting so much investment
Mergers and acquisitions aren’t uncommon. In fact, they play an integral role in the growth of the video gaming industry.
Some AMC Theaters Are Reopening on Aug. 20 With 15-Cent Tickets
AMC plans to reopen some of its theaters on Aug. 20. The theaters have been closed for five months due to the coronavirus pandemic.
Will the Rally in Clorox Stock Continue?
The COVID-19 pandemic boosted Clorox’s sales. People started paying more attention to cleaning and sanitizing.
ZoomInfo IPO and Its Connection with Zoom Video
ZoomInfo Technologies went public on June 4. The company followed in Warner Music Group’s footsteps, which went public on June 3.
Dish Stock Marks 5 Years of Sling TV on a Low Note
Five years ago, Dish entered the video streaming business with the launch of Sling TV—an Internet-based live television and on-demand video service.
Disney Does to Comcast’s Sky what it Did to Netflix
Walt Disney (DIS) has pulled its shows from Sky’s Sky Now video streaming service. Previously, Disney withdrew its shows and films from Netflix (NFLX).
How Do Media Networks Make Money?
Media networks face stiff competition for acquisition and distribution of content. Quality and exclusivity add to competition across the media value chain.
The evolution of online advertising
Since its inception in the early 90’s, online advertising has exponentially increased in growth.
Double Benefit: Dish Fights Pirate IPTV Market
Dish Network (DISH) is fighting pirate IPTV providers. Although the company sued and settled with several pirate IPTV providers, the crackdown continues.
Disney, Apple Set Sights on Activision Blizzard
An Activision Blizzard–Disney merger is looking very possible. After months of stock price decline, Activision Blizzard (ATVI) has become an acquisition target for several companies.
ValueAct gets seat on Armstrong World Industries’ board
While Armstrong’s 3Q14 results beat estimates, its consolidated net sales fell slightly compared to 3Q13, due to lower volumes in Europe and lower sales of resilient and wood flooring in the Americas.
Maverick Capital lowers position in Baidu, Inc.
Maverick Capital lowered its position in Baidu, Inc. in 3Q14. The position accounts for 0.36% of the fund’s total portfolio in the third quarter.Consumer Point72 Asset Management opens new position in Pier 1 Imports
E-commerce represented approximately 1% of total sales in fiscal 2013, 4% in fiscal year 2014, 9% in the first quarter of fiscal 2015, and 9.7% in the second quarter of fiscal 2015.
Point72 Asset Management raises stake in Lumber Liquidators
The company “saw improvement in net sales trends over the course of the quarter as inventory levels recovered and the fall flooring season began.” But the shares are down 49% in the year to date.
Point72 Asset Management takes position in CymaBay Therapeutics
CymaBay Therapeutics is a clinical-stage biopharmaceutical company formerly known as Metabolex. It develops therapies to treat metabolic and rare diseases with high unmet need.
Six Flags Entertainment: An overview of the largest theme park
Six Flags Entertainment Corp. (SIX) is the world’s largest regional theme park company with $1.1 billion in revenue and 18 parks across North America.
Must-know: How Six Flags generates its revenues
Six Flags derived 55% of its revenues from theme park admissions for the last 12 months ended September 30, 2014.
Must-know: A look into Six Flags’ debt-to-equity ratio
Industry debt-to-equity ratio is about 5.5. Six Flags’ debt-to-equity ratio of 4.0 shows the company aggressively finances operations with debt capital.
Share price performance for Six Flags since bankruptcy recovery
Six Flags’ share price on May 10, 2010, reflects $7.36 per share, the price of new common stock upon the company’s emergence from bankruptcy.
A brief overview of Six Flags’ management
Six Flags’ management plays a vital role in shaping the company and leading it in the desired direction. This article reviews three management positions.
Get Real: From Huawei’s Reprieve to the Future of HP
Respite for Huawei is big news for tech stocks, but China’s facing other problems. Plus, one company’s fight for survival and much more.
Google Brings Shopping Ads to YouTube: Why Is That Important?
Google has brought a new type of ad that has been available on its other platforms to YouTube. Athletic apparel maker Puma is already on board.
Spotify Subscribers Beat Apple Music: What’s Ahead?
Spotify reported around 248 million total MAUs during the third quarter. Now, the company has more subscribers than Apple (AAPL) Music.
Google Fi Bolsters Its Service to Grow Its Subscriber Base
Google Fi (GOOGL) has introduced a feature that subscribers connect to two LTE networks at once. Fi’s new feature uses dual connect technology.
Spotify, Google Count On Same Partner as Competition Rages
As they fight for control of the music streaming market, Spotify and Google have found themselves counting on the same partner to help them succeed.
Get Real: Misunderstood and Undervalued?
In today’s Get Real, we focused on Bill Ackman’s Berkshire Hathaway comments, Mexico’s major cannabis milestone, earnings season, and much more.
Netflix: Three-Pronged Strategy to Outpace the Competition
Netflix stock has lost value amid weak Q2 results and increasing competition. Ahead of its Q3 results, investors should watch its subscriber growth.
Why Apple Services Are Overshadowing the iPhone
By 2020, Apple aims to double its Services revenue from 2016. Meanwhile, the iPhone is looking less and less important for the company.
Amazon’s VI Initiative: Which Stock To Invest In?
Would you invest in a company that promises a technological utopia? It could be a simple answer – either you invest in it or you don’t.
Tesla V10: Do Other Cars Feel Like ‘Owning a Horse?’
On September 26, Tesla (TSLA) rolled out its version 10 software update—its biggest software update ever—which customers were eagerly awaiting.