Latest Articles
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Potential 15% Downside to NYT’s Stock From WSJ Competition
The New York Times (NYSE:NYT) recently reported a 12% year-over-year decline in its print advertising business for Q1 of 2010 compared to same period last year, primarily as a result of the on-going macroeconomic declines in the broader ad market...
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Video Ads the Future of Yahoo, New York Times and News Corp’s WSJ
Online content portals like Yahoo (NASDAQ:YHOO), the New York Times (NYSE:NYT) and News Corp’s (NASDAQ:NWS) Wall Street Journal are creating new revenue opportunities by increasing video content and video ads. We estimate that the online d...
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CBS, ABC or Fox: Which Broadcasting Network is More Valuable?
CBS (NYSE:CBS) network competes with other broadcasting networks like ABC, owned by Disney (NYSE:DIS), and Fox, owned by News Corp (NASDAQ:NWS), for a pie of the dwindling advertising dollars available for network television channels. Although CB...
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ESPN, HBO and Fox Sports: Top 3 Cable TV Revenue Generators for Media Stocks
The stocks of media companies Disney (NYSE:DIS), Time Warner (NYSE:TWX), and News Corp (NASDAQ:NWS) are dependent on the revenues generated by their top cable channels ESPN, HBO, and Fox Sports, respectively. While ESPN and Fox Sports are sports...
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People Magazine Worth 5% of Time Warner’s Stock, 2x More than TIME Magazine
Time Warner (NYSE:TWX) is one of the largest media companies in the world. The company is in three primary businesses: (1) TV with HBO, CNN and TNT (2) film with Warner Brothers studios (3) magazine publishing. Time Warner competes primarily...
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Time Warner’s Stock Depends on Modest Subscriber Fee Growth for TNT Channel
TNT, a cable channel owned by Time Warner (NYSE:TWX), primarily focuses on drama but also covers a small portion of sports programming. Some of its shows include The Closer, Saving Grace, Leverage, NBA games and NASCAR races . The channel compete...
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Disney’s CapEx Rivals that of Time Warner, News Corp and Viacom Combined
Disney’s (NYSE:DIS) capital expenditures nearly equal the combined capital expenditures of the three other major media companies – Time Warner (NYSE:TWX), News Corp (NASDAQ:NWS) and Viacom (NYSE:VIA). Disney’s higher capital expenditure...
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Wall Street Journal is About 5% of News Corp’s Stock
News Corp (NASDAQ:NWS) owns some of the most popular newspapers like New York Post, Wall Street Journal, Dow Jones and The Times that cover general, financial and local news. Though quite diversified in number of brands, we estimate that the to...
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US Box Office Ticket Price Hikes Hardly Matter to Viacom’s Stock
The US movie box office registered growth of about 10% in 2009. With the recent success of 3D movies, the box office industry further expects to reap profits from increasing ticket prices nationwide. We expect movie studios like Paramount, owned...
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Rising CNN Viewership Helps Time Warner’s Stock
CNN, owned by Time Warner (NYSE:TWX), is one of the top cable news channels in the US and reaches 93 million US households. It competes with other news channels like News Corp’s (NASDAQ:NWS) Fox News. We estimate that CNN constitutes abou...
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MySpace is Losing Talent and Growth is Slowing. How Much Should News Corp Care?
MySpace, owned by News Corp (NASDAQ:NWS), competes with Facebook and other social networking sites. MySpace has been losing top talent lately as a result of slowing growth, declining ad revenues and lack of a clear direction for growth. We esti...
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Increased political ad spend benefits CBS; upside to stock is small
CBS (NYSE:CBS) competes with broadcast networks like ABC, owned by Disney (NYSE:DIS), and Fox, owned by News Corp (NASDAQ:NWS), for the dwindling ad dollars available for network TV. In a recent Supreme Court ruling, the limit on corporate spend...
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Rising Subscriber Fees Expected for News Corp’s Fox Sports
News Corp (NASDAQ:NWS) owned Fox Sports is a premium sports network that operates as a combination of several regional sports networks. It primarily competes with Disney’s (NYSE:DIS) ESPN and CBS’ (NYSE:CBS) CBS Sports.
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Featured Forecast: CBS TV Network Ad Pricing Declines Expected
CBS (NYSE:CBS) competes with broadcast networks like ABC, owned by Disney (NYSE:DIS), and Fox, owned by News Corp (NASDAQ:NWS), for the dwindling ad dollars available for network TV. We estimate that the CBS TV Network constitutes 32% of the $9 ...
