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.
On February 4, Charter announced its 4Q15 and fiscal 2015 earnings and indicated that its participation in the broadcast spectrum auction was unlikely.
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.
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 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 […]
