Latest Articles
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The Top 4 Sources of Value for News Corp
News Corp (NASDAQ:NWS) is a heavily diversified conglomerate with businesses ranging from filmed entertainment, cable networks and broadcasting to newspaper and magazine publishing. It competes with other media companies like Disney (NYSE:DIS), V...
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Will Netflix Enter the UK?
Netflix (NASDAQ:NFLX) is enjoying rapid expansion riding on the popularity of DVD-by-mail and online streaming. In March, we wrote Are Netflix’s International Ambitions Justified & Achievable? where we looked at whether market saturatio...
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Viacom Pulls Channels from iPad App Raising Stakes in the Streaming Standoff
Viacom (NYSE:VIA) was one of the content owners that pulled its channels from Time Warner Cable’s (NYSE:TWC) iPad app recently. This combined with its changing stance regarding Hulu points to the growing friction between content owners and ...
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What Harry Potter and the Deathly Hollows Part 2 Means to Time Warner
Warner Brothers, Time Warner’s (NYSE:TWX) movie entertainment arm, is going to launch part 2 of Harry Potter and the Deathly Hollows in 3D during 2011. We take this opportunity to estimate the value of such movies from Time Warner’s p...
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Why CBS Pulled Content from Netflix
CBS’ (NYSE:CBS) recent decision to pull back some of its streaming content from Netflix’s (NASDAQ:NFLX) library comes at a surprise to the rental company. Although Netflix has moved into offering its own content, CBS still competes mo...
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Shift to Digital Content: A Right Move by News Corp
News Corp. (NASDAQ:NWS) competes with other media conglomerates like Disney (NYSE:DIS), CBS (NYSE:CBS), Time Warner (NYSE:TWX), Viacom (NYSE:VIA) and New York Times (NYSE:NYT) in the media and entertainment business.
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News Corp Saying Good Riddance to Myspace
News Corp. (NASDAQ:NWS) competes with other media conglomerates like Disney (NYSE:DIS), CBS (NYSE:CBS), Time Warner (NYSE:TWX), Viacom (NYSE:VIA) and New York Times (NYSE:NYT) in the media and entertainment business. Our price estimate for News C...
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CBS Acquires Clicker to Expand Digital Business and Tap Internet TV’s Growth
CBS (NYSE:CBS) announced last week that it will acquire Clicker Media, a guide to Internet TV, and also appoint Clicker’s CEO, Jim Lanzone, to head CBS Interactive. CBS competes with other media conglomerates like Disney (NYSE:DIS), News Co...
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News Corp Launches Digital Magazine, but Stock Still Depends on “Old Media”
News Corp. (NASDAQ:NWS) competes with other media conglomerates like Disney (NYSE:DIS), CBS (NYSE:CBS), Time Warner (NYSE:TWX), Viacom (NYSE:VIA) and New York Times (NYSE:NYT) in the media and entertainment business. Our price estimate for News C...
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Upping Estimates on CBS on Better Ad Environment
CBS (NYSE:CBS) competes with other media conglomerates like Disney (NYSE:DIS), News Corp. (NASDAQ:NWS), Time Warner (NYSE:TWX) and Viacom (NYSE:VIA) in the media and entertainment business. The company recently released its Q4 2010 earnings and b...
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News Corp Broadcasting Margins Improve, Supporting $23 Stock Value
News Corp (NASDAQ:NWS) competes with other media and broadcasting companies like Time Warner (NYSE:TWX), Viacom (NYSE:VIA), CBS (NYSE:CBS), New York Times (NYSE:NYT) and Disney (NYSE:DIS) in the media and entertainment business. Our price estimat...
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Comcast-NBC Deal Could Weigh on News Corp’s Cable Programming Profit Margin
News Corp’s (NASDAQ:NWS) profit margins from its cable programming business, which includes cable networks like Fox Sports, Fox News, Fuel TV and FX Network, have increased despite a slowdown in economy. This is mainly because of cost savin...
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The “Situation” for Viacom’s Stock From Jersey Shore’s Success
Season 3 of the Jersey Shore recently aired its first episode and broke MTV’s records for the most watched show in the company’s history. MTV also announced that it will begin production for a Season 4 based in Italy. Given the popu...
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Are Social Networks Stepping on Media Conglomerates’ Turf?
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 cable networks t...
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Impact of Avatar Sequels on News Corp Stock
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 cable networks t...
