Quintiles Transnational Holdings Inc
How Did Comcast’s Filmed Entertainment Segment Fare against Peers?
Comcast’s NBCUniversal’s Universal Pictures has entered into a five-year agreement with Perfect World Pictures, a Chinese company, to finance movies.
Why Did Discovery’s Stock Price Drop on February 18?
Discovery Communications announced its 4Q15 and 2015 earnings on February 18, reporting revenues of $6.4 billion for 2015, which is up by 2% on a YoY basis.
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.
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.”
Charter Communications Unlikely to Participate in FCC’s Broadcast Spectrum Auction
On February 4, Charter announced its 4Q15 and fiscal 2015 earnings and indicated that its participation in the broadcast spectrum auction was unlikely.
Hulu: Its Strategic Significance for Disney
Disney expects the equity loss from its investment in Hulu to accelerate since Hulu is increasing its investment in acquiring original content from media companies and producing original programming.
Netflix Continues Ramping Up Its Original Programming in 2016
Netflix stated in its 4Q15 letter to shareholders that it intends to launch 600 hours of original programming in 2016.
Leveraged Loans Issuance Reaches Its Highest 2015 Level
The US leveraged loans market saw an allocation of ~$19.0 billion worth of senior loans across 22 transactions in the week to May 8.
Market overview for CROs suggest healthy growth for ICON
Market Overview Growth Drivers Appear Secular, Not Cyclical In general, CRO revenue growth is driven by three market-wide factors. First, as providers of clinical trials services, CROs are directly tied to R&D budgets among biopharmaceutical clients. Overall R&D budgets have been growing in the low-single digit range. Second, the percentage of clinical trials services performed […]
ICON could benefit from ongoing secular shift to outsourcing of clinical trials services
ICON plc (ICLR) is poised to benefit from an ongoing secular shift towards the outsourcing of clinical trials services. While this trend has already begun, it is likely only in the third or fourth inning, providing for several years of robust, predictable growth. In the more near-term, we believe that the Street is underestimating ICON’s margin […]