How Spotify and Apple Music Compare
Music streaming giant Spotify (SPOT) has seen its stock rise 25% since it debuted in April.
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 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.
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.
Dish Network Can’t Complain about Sling TV
Dish Network’s (DISH) streaming television service, Sling TV, turned three on January 5.
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.
Buckingham Research Downgrades Netflix due to Competition Fears
On March 8, Netflix (NFLX) stock fell 0.9% to $349.60 after Buckingham Research downgraded its rating from “buy” to “neutral.”
Why Twitter Closed Its TV Apps
Twitter (TWTR) announced it will be closing its TV apps on streaming devices Roku (ROKU), Xbox, and Android TV as of May 24.
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.
Music-Label Deals Could Also Help Facebook’s Video Ambitions
Facebook has been concentrating its efforts on video for a long time now. It has ambitions of becoming the number one player in the video ad market.
Why HP resorted to layoffs to reduce its costs
Social, mobile, analytics, and cloud (or SMAC) is a disruptive technology that’s transforming the current IT environment at a rapid pace. Many technology leaders, who failed to acknowledge its importance or were slow in embracing it, are suffering. HP has been impacted by SMAC.
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.Technology & Communications Why Yahoo’s revenue continues to decline
The mobile advertising market is expected to grow at a faster rate than the overall digital advertising market.
PayPal Reduced Its Reliance on eBay in Q3 2018
In the third quarter, eBay accounted for 11.0% of PayPal’s total payment volume, which was down from 13.0% in the third quarter of 2017.
Why Facebook stopped using Bing for its web search results
The company has now stopped including results from Microsoft’s Bing search engine through the Facebook search.
Farallon Capital sells stake in Yahoo!
Farallon Capital Management sold its position in Yahoo! Inc. (YHOO) during the third quarter. The stock accounted for 3.39% of the fund’s total 2Q14 portfolio.
Comcast Moves To Boost Growth In Business Unit
In 3Q17, Comcast’s Business Services segment generated revenues of $1.6 billion, which rose 12.6% year-over-year.
Will Apple’s Launch of News+ Help Boost Its Revenue?
On March 25, during an event held in Cupertino, California, Apple launched its news and magazine subscription service, News+.
AMC Entertainment Stock Is a High-Risk Bet for Most Investors
AMC Entertainment has fallen by almost 50 percent this year. Is the stock a buy amid the sector rotation?
What Are Leon Cooperman’s Top Holdings?
In Q3 2020, billionaire investor Leon Cooperman’s top five holdings were Fiserv, Mr. Cooper Group, Alphabet, Cigna, and Trinity Industries.Technology & Communications An assessment: Viacom versus its media peers
Viacom, despite being undervalued by analysts, is expected to see growth from its media networks segment especially with its digital partnership deals.
eBay and Adyen Are More Than Payment Partners
When eBay (EBY) announced earlier this year that Dutch company Adyen was replacing PayPal (PYPL) as its primary payments processor, something was not discussed.
The Impact of the AT&T–Time Warner Merger
Analyst Craig Moffett believes that AT&T has an 80% chance of prevailing in court in its proposed merger with Time Warner.
Investing in CBD? Real Brands Is Making Big Moves
The CBD market is growing, and acquisitions are heating up. Real Brands is a top, under-the-radar investment candidate that should be on your radar.
Yahoo’s Tumblr Outshines Instagram in User Growth
Yahoo plans to make Tumblr similar to YouTube and is trying to convince some of Google’s top YouTube stars to make Tumblr their exclusive video distributor.
Why Tencent Is Buying 10% of Universal Music
China is seeing a rise in streaming entertainment—from esports to music streaming—and Tencent (TCHEY) is the biggest beneficiary.
How Zynga Is Spending Its Cash
With Zynga (ZNGA) hitting profitability milestones in its recent quarters, its cash holdings have grown.
Where Is Facebook Investing Heavily?
Facebook has been hiring new talent and investing heavily in improving user experience on Instagram, WhatsApp Messenger, and Messenger. Instagram is expected to churn big money for Facebook.
TPG-Axon Capital Management Increases Four Positions in 4Q14
In 4Q14, TPG-Axon Capital Management increased holdings in Huntsman (HUN), Allison Transmission Holdings (ALSN), KAR Auction Services (KAR), and Zynga (ZNGA).
Why the Walt Disney Company Reorganized
In 2017, Disney agreed to acquire the bulk of Fox assets for $52.4 billion, or $66.1 billion including debt.
ViacomCBS Stock Has Fallen 45% in 2020: Can It Rebound?
ViacomCBS (NASDAQ:VIAC) has struggled since it reported disappointing fourth-quarter results. The company reported revenue of $6.9 billion.
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.
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.