Thursday, May 31, 2007

The Hollywood Reporter Reports – Earnings From Viacom and TIVO, Movie News, and Is the 3rd Time Really a Charm

The Hollywood Reporter Reports – Earnings From Viacom and TIVO, Movie News, and Is the 3rd Time Really a Charm (VIA.B) (TIVO) (LGF) (GS)

Friday, May 25, 2007

The Hollywood Reporter Reports – CBS Hits New High, The Future is Cable Baby, PE Keeps Rolling, and Stephen is Mad as Hell

The industry is just about wrapped up with this earnings season and only a few surprises. CBS is one that despite having to prove itself has shown close to 30% appreciation in a single year. Content may be king again but cable is just getting started. Citi upped the industry, did Comcast validate the compliment? Stephen is mad as hell for the XM outage but maybe it is a little overblown. Consumers have accepted cable and internet outages over the years. What did Wall Street think? (TWX) (CBS) (CMCSA) (XMSR) (SIRI)

Thursday, May 17, 2007

The Hollywood Reporter Reports – Earnings Season Wraps, DRM Bits and Going Green Media Style

Discussion in this week’s podcast covers: The current quarter is about wrapped up with Sony, Viacom and a handful due out next week. DRM-Free music is gaining momentum with Amazon jumping in. Speculation; will movies be next? Movie production is proving very lucrative these past years so why are the theater chains not reaping the same benefits? AMC cancels planned IPO Cinemark is underwhelming. TV upfronts (hyperlink previous text to www.streetiq.com) are less exciting this year san CBS who will take some risk. (AMZN) (SNE) (NWS) (CNK) (CBS)

Thursday, May 10, 2007

The Hollywood Reporter Reports - Restructuring Kills Viacom Profit, News Corp Earnings Steady, and Disney Keeps Delivering the Magic

This week Georg covers the latest in media and entertainment earnings.  It
was a week for the large media conglomerates including Disney and Viacom
http://www.hollywoodreporter.com/hr/content_display/news/e3ic39ac604ab41fd21
b65c8610f8453fa4 . Wall Street reacted indifferent to most of the week's
earnings reports. Listen for Georg's take on why. Unusual was a downgrade
on high flying Marvel Entertainment http://www.marvel.com/ , but the stock
remained stable. Last for this week hear how subscriber numbers are
affecting the satellite stocks http://www.socialpicks.com/ideas/show/14157 (VIA) (NWS) (DIS) (DISH) (DTV) (CMCSA) (MVL)

Friday, May 04, 2007

The Hollywood Reporter Reports - Merger Mania Hits Big Media, Will AOL Get Second Wind? and CBS Earnings

The Hollywood Reporter Reports - Merger Mania Hits Big Media, Will AOL Get Second Wind? and CBS Earnings (TWX) (CVC) (NWS) (CBS) (DJ)