Fox Corporation

What happened to Joe Buck on FOX? The NFL commentator described how longtime colleague Troy Aikman’s move to ESPN triggered his own.

Although Fox Sports has yet to confirm any of the details we’re about to dish out, sources are claiming that Joy Taylor may be joining Emmanuel Acho to host an FS1 show in the afternoon.

Fox News' streaming service Fox Nation is still live unlike its competitor CNN+. So, how many subscribers does it have and where can you watch Fox Nation?

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.

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.

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

Viacom, despite being undervalued by analysts, is expected to see growth from its media networks segment especially with its digital partnership deals.

Analyst Craig Moffett believes that AT&T has an 80% chance of prevailing in court in its proposed merger with Time Warner.

In 2017, Disney agreed to acquire the bulk of Fox assets for $52.4 billion, or $66.1 billion including debt.

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.

The Morningstar Global Wide Moat Focus Index has global exposure, unlike the Morningstar International Moat Index (MOTI).

Media players Viacom (VIAB) and CBS (CBS) are again talking about a merger.

Media networks face stiff competition for acquisition and distribution of content. Quality and exclusivity add to competition across the media value chain.

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 lowered its position in Baidu, Inc. in 3Q14. The position accounts for 0.36% of the fund’s total portfolio in the third quarter.

In today’s Get Real, we focused on Bill Ackman’s Berkshire Hathaway comments, Mexico’s major cannabis milestone, earnings season, and much more.

Yesterday, Walt Disney (DIS) gained control over most of 21st Century Fox’s (or 21CF’s) media and entertainment assets, including its film production and TV businesses, Hulu, and Star India.

On March 12, S&P Global Ratings reportedly downgraded the Walt Disney Company (DIS) to an A from an A+.

Comcast’s (CMCSA) recent purchase of cybersecurity company BluVector for an undisclosed amount looks like a promising opportunity for Comcast.

According to a Variety report from January 23, Hulu lowered the price of its ad-supported streaming plan from $7.99 per month to $5.99 per month.

According to Hulu, its 2018 advertising revenue rose 45%. Hulu is also adding subscribers and investing in original content and licensed series.

Netflix’s (NFLX) TTM (trailing-12-month) gross margin stands at 33.79% compared to the industry and sector average of 42.06% and 40.92%, respectively.

In June, the Walt Disney Company agreed to buy the media and entertainment assets of Rupert Murdoch–owned 21st Century Fox.

Disney announced that it would not continue its share repurchase program until it completed its proposed acquisition of media assets from 21st Century Fox.

All the competition is hurting Netflix’s membership growth. In fiscal Q2 2018, it missed its subscriber guidance for the first time.

Netflix is now trading at a PE (price-to-earnings) multiple of 239.61x.

In fiscal 2Q18, Disney’s Parks and Resorts segment reported revenues of $4.9 billion.

Time Warner’s (TWX) studio segment, Warner Bros., had a weak 1Q18, with both its revenue and operating income falling.

21st Century Fox (FOXA) will be left with news and sports assets after selling most of its assets to the Walt Disney Company (DIS) in a $52.4 billion deal.

Media behemoth the Walt Disney Company (DIS) has announced the purchase of another media company, 21st Century Fox (FOXA).

In December 2017, the Walt Disney Company (DIS) announced its plans to buy some of the assets of 21st Century Fox (FOXA) for an equity value of ~$52.4 billion.

Capital return trends Leading media mogul The Walt Disney Company (DIS) has continued to improve its capital return policy, driven by attractive dividend payments and strong share repurchase programs. In fiscal 2017, the media giant returned ~$11.8 billion to shareholders via buybacks and dividend payments, compared with $9.8 billion in fiscal 2016. In fiscal 2018, the […]

Marvel acquisition helping film business The Walt Disney Company’s (DIS) acquisition of Marvel has worked out well for Disney, earning money for its Studio Entertainment segment. The latest flick, Thor: Ragnarok, has already collected more than $600 million worldwide. Blockbuster movie releases and other license fees have driven the company’s business and created a strong brand. The […]

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.

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.

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 […]

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.

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

Valuation metrics In this part of the series, we’ll look at some key metrics investors can use to compare the values of media companies. Specifically, we’ll look at media valuation multiples. Some valuation metrics include the PE (price-to-earnings), EV-to-EBITDA (enterprise value to earnings before interest, tax, depreciation, and amortization), PCF (price-to-cash flow), and PFCF (price-to-free […]

On May 20, The Walt Disney Company announced that Marvel’s Captain America: Civil War was set to surpass $1 billion in earnings at the global box office.

Netflix and Amazon’s Prime Instant Video service could be forced to ensure that 20% of their content catalogs consist of European content.

The Walt Disney Company’s (DIS) theme parks and resorts business is doing extremely well in the United States.

Disney stands out from its competitors in the media industry because of its vast intellectual property.

Time Warner’s (TWX) Warner Bros. had revenues of $13 billion in fiscal 2015, up by 4% year-over-year. However, Warner Bros. had a 13% year-over-year decrease in revenues in fiscal 4Q15.

Disney considers itself a creative content company, and creative excellence is the key to its success. It expects to continue to invest both organically and inorganically.

Netflix considers Japan to be a brand-sensitive market. Once it establishes its brand, it expects its connection with the Japanese audience to be long term.

Hulu CEO Mike Hopkins said at an industry conference in Cannes, France, that Hulu was not looking to expand into international markets any time soon.