Latest Articles
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
Disney’s ESPN Subscriber Fee Continues to Inch Upward
Despite the recessionary environment, Disney -owned (NYSE:DIS) ESPN, the worldwide leader in sports programming has seen its subscriber fees grow consistently throughout the years. Subscriber fees increased from around $2.60 per month in 2005 to ...
-
Dish Risks Subscribers and Margins in Dispute with Fox
Dish Network (NASDAQ:DISH), the second biggest satellite-TV provider in the US and a direct competitor to DirecTV (NASDAQ:DTV), is facing a dispute with News Corp’s (NASDAQ:NWS) Fox over programming fees. As a result of this, Fox Sports, F...
-
Disney Parks Generate Big Revenue, Bigger Expenses
Disney ‘s parks and resorts business generates significant revenue but limited value because of its highly capital-intensive nature. A Trefis cash-flow analysis finds that the parks and resorts segment contributes about 30% of Disney’...
