Latest Articles
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NFL Fuels Disney’s ESPN Engine
Disney (NYSE:DIS) competes with other media conglomerates like News Corp (NASDAQ:NWS), Time Warner (NYSE:TWX), CBS (NYSE:CBS) and Viacom (NYSE:VIA) in a variety of businesses. These businesses include cable networks, broadcasting networks, movie ...
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Google TV Could Threaten Key Revenue Streams for Broadcast Networks
News Corp (NASDAQ:NWS) and CBS (NYSE:CBS) recently announced that they will be blocking Google (NASDAQ:GOOG) TV from offering their shows for free over the internet. The move mirrors the strategy previously employed by other media companies like ...
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WSJ Holds its Ground, Positions News Corp for Growth
News Corp (NASDAQ:NWS) is a media conglomerate that competes with New York Times (NYSE:NYT), Time Warner (NYSE:TWX), Disney (NYSE:DIS), Viacom (NYSE:VIA) and CBS (NYSE:CBS) in a variety of businesses ranging from broadcasting and media networks t...
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Cable and Broadcast Networks Looking More Alike
The four major broadcast TV networks in the US are CBS (NYSE:CBS), NBC, News Corp’s (NASDAQ:NWSA) Fox and Disney’s (NYSE:DIS) ABC. These networks reach a wide audience and have traditionally relied on advertisement based revenue mode...
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Upside to CBS from Viewership Strength
CBS (NYSE:CBS) primarily competes with other media conglomerates like Disney (NYSE:DIS), Time Warner (NYSE:TWX), Viacom (NYSE:VIA) and News Corp (NASDAQ:NWS) in the broadcasting and cable networks business. CBS Network is one of the big four broa...
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How Much Can Disney Gain from Netflix Deal?
Netflix (NASDAQ:NFLX), an online movie rental company recently announced a deal with Disney to stream re-runs of episodes from Disney’s (NYSE:DIS) ABC network and cable channels like Disney Channel and ABC Family. While it strengthens Netf...
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Impact of 2 Disney Movies Hitting $1 Billion in 2010
Disney’s (NYSE:DIS) Toy Story 3 crossed the $1 billion mark in box offices in August joining Alice in Wonderland as the second film to pass $1 billion in 2010 from the company. The movie had tremendous success in the US and internationally...
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Costs for Disney’s Shanghai Park a Concern
Disney (NYSE:DIS) recently signed an agreement with a Shanghai company named Shendi to build out Disneyland’s Shanghai theme park. The company is now waiting for the final approval from the Chinese government for incorporation of the relate...
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Disney’s Full Tank of Gas with Upcoming Cars Release
Disney (NYSE:DIS) set a box office record with Toy Story 3, which became the highest grossing animated movie ever. Apart from the movie’s cinematic success, higher 3D ticket prices also played a significant role in generating box office rev...
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CBS Publishing Unit: E-Books Are The Future
CBS (NYSE:CBS) recently reported its Q3 2010 earnings. Based on improvements observed in profit margins and advertising revenues, we have updated our price estimate for CBS’s stock to $18.08. CBS traditionally competes with media conglomera...
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News Corp’s Fox Studios Signs Blockbuster Rental Deal
News Corp’s (NASDAQ:NWS) 20th Century Fox Studios recently signed a deal with NCR’s Blockbuster Express to delay DVD rentals by 28 days for new releases. This follows a similar deal that NCR signed with Universal last month. Fox stud...
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New York Times Print Business Headwinds
Last week we wrote an article on The New York Times Company (NYSE:NYT) and highlighted a sanguine view of the company based on a 25% upside scenario driven by its online business, which we feel will benefit from the increasing use of mobile dev...
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iPhone’s Standalone Business Worth More Than All But 8 Companies in the World
The Apple (NASDAQ:AAPL) iPhone is worth $209B of our estimated $391B value for Apple, which would make the iPhone one of the largest standalone companies in the world. We estimate that the iPhone accounts for 53% of Apple’s stock value a...
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Disney Gains From ESPN Video and Digital Deals
Disney (NYSE:DIS) reports Q3 earnings later this week, and this will give us the opportunity to update our forecasts. In particular, we will look for greater details around Time Warner’s (NYSE:TWC) recent video and digital content deal str...
