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.
Why Has ViacomCBS Stock Fallen 36% in 2020?
ViacomCBS investors have been disappointed. So far, the stock has fallen 36% YTD. However, ViacomCBS isn’t the only media company with struggling stock.
ViacomCBS Diverts Investor Attention from Netflix Stock
Netflix (NFLX) stock fell 0.6% on December 4, the day Viacom and CBS completed their merger to form a new entity, ViacomCBS (VIACA) (VIAC).
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.
Amid Cord-Cutting, Dish Sues to Seal Revenue Loophole
Cord-cutting has greatly diminished Dish Network’s (DISH) core television broadcast business, and could continue to do so.
How Could the Viacom-CBS Merger Affect Netflix?
This week, Viacom (VIAB) and CBS (CBS) agreed to merge to form a new media entity, ViacomCBS. That merger could affect Netflix in several ways. With their merger, Viacom and CBS aim to become a major player in the video streaming market. Viacom CEO Bob Bakish, who is set to lead ViacomCBS, said in an […]
How Netflix Wants to Take Over India’s Streaming Video Market
Netflix (NFLX) has long relied on international markets to drive its streaming video business growth.
Why Netflix Isn’t Doomed despite Subscriber and Show Losses
Netflix (NFLX) hit a rough patch in the second quarter. The company’s number of US subscribers declined for the first time in nearly a decade.
AT&T Customers Miss Out amid CBS Blackout Dispute
AT&T (T) has reportedly failed to renew its carriage programming contract with CBS (CBS) amid disputes about higher fees.
CBS-Viacom Merger Talks Continue
CBS (CBS) and Viacom (VIAB) are progressing with merger talks, according to a report from Fox Business. Currently, the deliberations are quiet.
AT&T Might Face Blackout of CBS and Nexstar Channels
AT&T (T) is currently facing a carriage fee dispute with Nexstar Media as well as CBS (CBS).
CBS Inches Closer to Bidding on Viacom
The Wall Street Journal reports that at a recent meeting, CBS (CBS) directors discussed a potential merger with Viacom (VIAB).
Viacom Launching African-American Subscription Video Service
Viacom (VIAB) seems to have quietly added itself to the roster of companies gearing up to launch subscription video services in the fall.
What’s Troubling Netflix in India?
Netflix (NFLX) is struggling to dominate India’s online video market like it has in the US, where it boasts a subscriber base twice as large as that of its closest competitor, Hulu.
Is June the Month for a Viacom-CBS Deal?
Viacom (VIAB) and CBS (CBS) are reportedly preparing to reopen merger talks this month.
Following the Money: Viacom Sells Show Formats to Comcast
Viacom (VIAB) recently sold some of its show formats to Comcast (CMCSA), according to a report by Variety.
Viacom Tries to Find Strength in Weakness
If the outages of the Univision and AT&T channels on Dish’s platforms are anything to go by, cord cutting seems to have diminished the bargaining power of pay-TV providers.
Viacom Puts Google and Facebook on Notice
Viacom (VIAB) recently beefed up its Pluto TV business by bringing its iconic channels to the platform.
Should Netflix Be Wary of Competition from Disney+?
Many analysts reportedly don’t believe Disney’s streaming service will threaten Netflix or Amazon Prime Video given their vast worldwide presences.
Can CBS and Viacom Make a Deal This Time?
CBS made a profit of $561 million on revenue of $4.0 billion in the fourth quarter.
What Is Viacom Getting in T-Mobile Deal?
Viacom (VIAB) and T-Mobile (TMUS) this month announced a content distribution agreement where Viacom networks will be included in T-Mobile’s upcoming television service.
Why Did Roku Stock Fall in the Premarket Session?
Roku (ROKU) stock fell more than 5% in premarket trading on April 8 after Citi downgraded its rating from a “neutral” to a “sell.”
Roku Stock Fell ~6% on April 4
Roku (ROKU) shares fell nearly 6% on April 4 to $64.49. Guggenheim analyst Michael Morris cut Roku’s rating to “neutral” from “buy.”
How Netflix’s Low-Cost Mobile Plan Is Doing in India
The streaming market in India (INDA) has picked up pace as a large number of Indians are increasingly shifting towards online streaming services.
What Was behind the Dispute between DISH and Univision?
Univision and Dish Network (DISH) reached a carriage agreement on Tuesday after undergoing one of the longest disputes between a programmer and distributor.
Why Dish Network Stock Rose on Tuesday
Dish Network (DISH) stock gained 2.97% on Tuesday and closed at $31.54 after DISH announced a long-term carriage contract with Univision Communications.
How Viacom and CBS Could Benefit from Potential Merger
Media players Viacom (VIAB) and CBS (CBS) are again talking about a merger.
How Settlement with AT&T Led to Viacom-CBS Merger Talks?
Viacom (VIAB) and CBS (CBS) returned to merger talks the day after Viacom settled its dispute with AT&T (T) and agreed on a carriage renewal contract on Monday.
Why Analysts Recommend a ‘Hold’ for Viacom Stock
Out of the 27 analysts covering Viacom (VIAB), nine analysts have rated the stock a “buy,” and only one analyst has given the stock a “sell” rating.
Why the Viacom Deal Is Crucial for AT&T’s DIRECTV
AT&T’s (T) DIRECTV and Viacom (VIAB) have finally resolved their dispute and agreed on a contract renewal deal.
Why AT&T’s Carriage Deal Is Important for Viacom
The renewal deal with AT&T was significant for Viacom, which is struggling to produce consistent earnings.
AT&T Finally Resolves Dispute with Viacom
One of the leading US mobile carriers AT&T (T) and media giant Viacom (VIAB) have finally reached an agreement.
Viacom Gets What It Wanted
Viacom (VIAB) (VIA) has completed the acquisition of Pluto TV.
Why Discovery Isn’t Scared of Netflix
Discovery recorded a 51% YoY increase in revenue to $2.8 billion in the fourth quarter.
How Is Amazon Stock Performing?
Amazon (AMZN) stock fell 1.2% in March but has gained 7.9% on a year-to-date basis as of March 8.
Comcast Signals Intent To Buck Disney’s Content Strategy
Comcast (CMCSA) will continue to license its movies and shows to other digital video providers even as it gears up to launch its own video service next year, according to The Hollywood Reporter.
iQiyi Bets on Hollywood Films to Keep Alibaba at Bay
Since before it split from Baidu (BIDU) and went public in 2018, iQiyi (IQ) has been stockpiling premium Hollywood films to help it stand out in China’s crowded video streaming market.
How Altice Is Managing Its $22 Billion Debt
Altice USA (ATUS) carried $21.6 billion in debt at the end of the third quarter.
What Drew Viacom to Pluto TV Takeover?
Viacom (VIAB) (VIA) announced in January a plan to acquire Pluto TV for $340 million in cash.
Why Viacom Is Also Focusing on Its Direct-to-Consumer Strategy
Viacom (VIAB) is another company that is also increasingly focusing on its direct-to-consumer strategy like The Walt Disney Company (DIS) in the United States (IYW).
Why Video Could Be Snap’s Best Bet
Cord cutting is driving growth in digital video advertising. This trend is enlarging the growth opportunity for companies such as Snap.
AT&T to Benefit from Aquaman Winning the Pre-Christmas Race
AT&T (T) gained a number of assets through its acquisition of Time Warner including HBO, Turner, and Warner Bros.
Viacom Isn’t Fazed by the Netflix Dispute
Despite Viacom’s dispute with Netflix, the company isn’t going roll back its strategy of cooperating with video streaming providers.
Viacom and Netflix: Friends or Enemies?
There has been an issue between Viacom and Netflix. In October, Netflix hired a senior production executive from Viacom.
Viacom Continues Its Balance Sheet Cleanup
In February 2017, Viacom (VIA) (VIAB) detailed a plan to deleverage its balance sheet.
Viacom Restructures Media Group
Viacom said the restructuring is meant to streamline operations of its media unit and enhance the ability of the media teams to coordinate programming and share resources.
CBS Matches Netflix in the Offline Content Race
CBS Corporation (CBS) now allows subscribers to its CBS All Access service to download shows for offline viewing, matching similar moves by rivals Netflix (NFLX) and Hulu.
What Analysts Think about Disney Stock
The average target price for Disney is $120.54 as of September 24.
What the Sky Auction Could Mean for Comcast
Comcast, which had $5.8 billion in cash at the end of the June quarter, intends to fund its Sky bid with cash.
Why the Netflix-Sirius Deal Is a Win-Win
Netflix (NFLX) has cut a deal with Sirius XM (SIRI) to create a comedy channel for the radio broadcaster.
How Netflix Is Expanding in a Key International Market
Netflix’s (NFLX) subscriber additions in the second quarter disappointed the markets.
Why India Is Such a Big Market for Netflix and Amazon
Netflix and Amazon foresee strong opportunities in India with its large customer base but are failing to expand with the dominance of local players.
Why Are Netflix and Amazon Struggling to Expand in India?
India’s streaming market has picked up the pace as a large number of Indians are increasingly shifting to online streaming services.
CBS and Viacom Are Free to Explore Their Own Paths after Showdown
In September 2016, National Amusements asked CBS and Viacom to explore a merger. Merger talks would be called off just a few months later.
What’s behind Snap’s Yellow Accelerator Program?
Last month, Snap launched a startup accelerator program called Yellow, through which it intends to invest in and nurture the next big media business.
The Leader in India’s Over-the-Top Segment Isn’t Netflix
India has become an important battleground for Internet companies. The SVOD market there is still in early stages but is likely to boom.
Comcast Signs Multiyear Advanced Advertising Pact with Viacom
Comcast’s advertising sales dipped in 2017, dragged down by low political ad spending. Advertising revenues dropped 8.8% to ~$2.3 billion.
A Look at Comcast’s Capital Spending in 4Q17
Comcast (CMCSA) has a high level of capital spending since it’s focused on enhancing its network capacity.
Viacom B and Fiserv Surged on February 8
On February 8, Viacom gained 7.2% and closed the day at $32.71. Viacom is part of the S&P 500 Consumer Discretionary sector.
Can DISH Beat Earnings Estimates in 4Q17?
DISH Network (DISH) is set to release its 4Q17 financial results before the market opens on February 20, 2018.
Can Comcast Beat Earnings Estimates in 4Q17?
Leading cable and media conglomerate Comcast (CMCSA) is set to release its 4Q17 earnings results before the market opens on January 24, 2018.
Comcast Aims to Improve Its Leverage Target in 2017
Increased capital expenditure (or capex) and a higher number of share repurchases and dividend payments continue to drive Comcast’s debt levels.
Analyzing Viacom B and Wyndham Worldwide on January 18
On January 18, Viacom B gained 6.2% and closed the day at $33.95—the highest daily close since August 3, 2017.
21st Century Fox and Its Growing Dividend Payment Record
Media conglomerate Twenty-First Century Fox (FOXA) continues to bolster shareholder wealth through regular dividend payments.
21st Century Fox: Sports Programming Rights and Operating Margin
Twenty-First Century Fox’s (FOXA) operating margin in fiscal 1Q18 stood at 25.3% against 27.3% in the prior year’s quarter.
Why Rising Debt Remains a Concern for CBS
CBS (CBS) continues to witness growth in its debt level, which has been primarily driven by increased share buybacks and dividend payments.
What Hurt CBS’s Entertainment Segment in 3Q17?
CBS’s (CBS) Entertainment segment, which contributes nearly 57% of the company’s total revenues, reported $1.8 billion in revenues for the 3Q17.
Why Affiliate Revenues Remain Crucial for CBS
Media conglomerate CBS (CBS) reported 3Q17 financial results that showed that its overall revenues rose 2.8% YoY (year-over-year) to nearly $3.2 billion.
Viacom’s Ancillary Business Driven by International Growth
Viacom’s ancillary division under its media networks segment posted revenue of $181 million in fiscal 4Q17, a rise of 4.6% YoY, due to strong demand for international consumer products.
Viacom’s Home Entertainment Business Struggled in Fiscal 4Q17
Viacom’s (VIAB) home entertainment business, part of its filmed entertainment segment, reported revenue of $189 million in fiscal 4Q17.
Viacom’s MTV Achieves Double-Digit Ratings
Viacom’s MTV, a global youth culture brand that creates original music and pop culture content, has witnessed double-digit growth in its ratings for the first time in six years.
Will Falling Shareholder Returns Be a Concern for Viacom?
In the last five years, Viacom has returned ~$12.5 billion to its investors at an average of nearly $2.5 billion per year.
Viacom’s Affiliate Revenue May Gain from Multiyear Renewal Deals
Viacom’s (VIAB) affiliate revenue business, part of its media networks segment, fell 1% YoY (year-over-year) to $1.2 billion in fiscal 4Q17.
Viacom’s Telefe Acquisition Remains Key to Its Advertising Growth
Viacom’s (VIAB) advertising business under its media networks segment reported revenue of $1.2 billion in fiscal 4Q17, a rise of 6.4% YoY (year-over-year).
Comedy Central Is a Dominant Force for Viacom
Comedy Central’s features Viacom’s (VIAB) Comedy Central, part of its Media Networks segment, has continued to gain popularity and followers. The channel carries comedy programming and is a leading platform for comedic talent. It features late-night, scripted, animated, and stand-up specials and series. The graph above shows Viacom’s media and advertising revenue growth over the last […]
Viacom’s Paramount Pictures Inks Deal with Hasbro
Features of the deal Media conglomerate Viacom (VIAB) has continued to strengthen its ties with leading toymaker Hasbro (HAS) by entering into a new production and content distribution agreement connected with Hasbro’s huge brand portfolio. As part of the deal, original stories will be developed. The five-year deal will see the companies collaborating on live-action and animated […]
Viacom’s Nickelodeon Remains Driving Force for Media Segment
Nickelodeon’s growing user base Viacom’s (VIAB) Media Networks segment continues to gain, thanks to the popularity of its Nickelodeon channel and its growing number of followers. The network, which targets kids aged two to 17, witnessed television subscriber growth of 22% to 602 million in fiscal 2017, buoyed by the success of strong content such as Teenage Mutant Ninja Turtles, School of […]
Could BET Networks Keep Driving Viacom’s Media Business?
In this series, we’ll take a close look at Viacom’s flagship brands and how they’re driving the company’s revenue.
How Did Chesapeake Energy and Viacom B Perform on December 27?
Chesapeake Energy (CHK), an American petroleum and natural gas exploration and production company, was the top loser of the S&P 500 on December 27.
Mylan: How Its Performance Contributed to Its Valuation
In this final series of our three-part series, we’ll be looking at the last seven stocks among the top 18 cheap stocks in the S&P 500 for 2018.
This Drove Time Warner’s Top-Line Growth in 3Q17
In 3Q17, Time Warner’s theatrical products unit, which is part of its Warner Bros segment, reported $1.69 billion in revenues—up 5.6% YoY (year-over-year).
Is Comcast’s Mounting Debt a Big Concern?
Comcast (CMCSA) ended 3Q17 with long-term debt of $59.7 billion, compared with $55.6 billion in 3Q16.
Lucasfilm to Drive Disney’s Film Business
Success of Lucasfilm Lucasfilm, a part of The Walt Disney Company (DIS), may boost the company’s film business with the release of Star Wars: The Last Jedi on December 15, 2017. The last film of the series, released at the same time last year, garnered more than $1 billion worldwide. Lucasfilm, popularly known for producing successful […]
Disney’s Pixar Holds the Key to Film Success
Pixar’s historical success The Walt Disney Company’s (DIS) Pixar continues to boost its Studio Entertainment segment with hit movie releases. To date, Pixar has produced 18 films, including Toy Story, Finding Nemo, and Cars. These movies have generated business of more than $11 billion for the company worldwide. Even its latest movie, Cars 3, released this year, […]
Disney Continues to Boost Shareholders’ Wealth
Methods to enhance shareholders’ wealth Media conglomerate The Walt Disney Company (DIS) looks attractive to investors, mainly due to its regular dividend payments and healthy share buyback goals. It continues to enhance shareholders’ wealth through such objectives. In fiscal 2017, the company returned ~$11.8 billion to its shareholders through buybacks and dividend payments, compared with […]
Disney Aims for $6 Billion Share Repurchase in Fiscal 2018
Share repurchase trends The Walt Disney Company (DIS) continues to boost shareholders’ wealth through huge share buybacks. The company aims to buy stock worth $6 billion in fiscal 2018, the same rate at which it has been purchasing shares for the last five years. In 4Q17, the company bought 33.6 million shares for $3.4 billion, and in […]
Will TV Networks Keep Raking In High Affiliate Fees?
Affiliate fees are another major source of revenues for companies like Comcast (CMCSA), Time Warner (TWX), and Viacom (VIAB).
A Look at Comcast’s Capex and Key Financial Metrics
Comcast (CMCSA) expects its capex (capital expenditure) for Comcast Cable to remain flat at 15.0% in fiscal 2017.
Why Discovery Communications Acquired Scripps Networks Interactive
On July 31, 2017, Discovery Communications (DISCA) announced the acquisition of Scripps Networks Interactive (SNI) for $14.6 billion, or $90 per share.
How Discovery’s Technical Indicators, Valuation Metrics Compare to Its Peers
Discovery Communications (DISCA) stock closed at $23.73 on August 4. The stock’s price has fallen 9.8% in the past one-year period.
Could Discovery Communications’ Affiliate Fees Rise?
Viacom expects that its affiliate fees in the United States and international territories could improve in fiscal 3Q17 on a quarter-over-quarter basis.
Why Nickelodeon Is Viacom’s Crown Gem
Viacom’s (VIAB) Nickelodeon is a key flagship brand for the company.
Inside Viacom’s Content Strategy
As video streaming services like Netflix become increasingly popular, media companies like Viacom and Time Warner are rethinking their content strategies.
Understanding Viacom’s Challenge of Higher Affiliate Fees
Viacom has restructured its television networks portfolio to focus on five or six of its core television networks.
What’s Viacom’s Opinion on OpenAP?
Earlier this year, Viacom and a few peers announced the launch of an OpenAP that would offer targeted advertising packages to advertisers.
Why Viacom Feels Confident about Its Advertising Business
Viacom (VIAB) is undergoing a transition toward a focus on its core flagship brands.
What Are AT&T’s Plans for Time Warner in Terms of Advertising?
For media companies such as Time Warner (TWX), advertising is a key component of its revenues.
Valuation Metrics: How Does Netflix Compare to Peers?
On June 23, Netflix (NFLX) had a forward EV-to-EBITDA (enterprise value–to–earnings before interest, taxes, depreciation, and amortization) multiple of 41.4x.
Netflix: The Latest Technical Indicators
Netflix’s (NFLX) stock price closed at $158.03 on June 23. Netflix is trading 6.1% and 2% above its 100-day and 50-day moving averages of $149.00 and $155.00, respectively.
Why Viacom Investors Won’t Stop Holding Their Breath
Viacom (VIAB) is in need of a turnaround, and it’s searching everywhere for it.