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UnhedgedRobert Armstrong
Risk on, economy off Premium content
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
January 25, 2023
LexJonathan Guthrie
The Lex Newsletter: banks are hard to destroy even if you work at it Premium content
...Here, the superior margins of sometime investee company Procter & Gamble were our guide. We ended up writing a second note after Peltz cancelled his bid to join the board of Walt Disney....
February 10, 2023
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
FT SeriesCannes Film Festival 2019
Netflix v Cannes: inside the battle for the future of cinema
...Many French cinema owners, who are putting pressure on Cannes to resist Netflix et al, see the streamers’ disruptive attitude as an incursion into their territory....
May 9, 2019
Life & Arts
Britain’s film renaissance: made in UK, owned in USA?
...Nor has Britain seen the emergence of any new production companies to match Working Title, the Universal-backed but proudly British outfit behind Four Weddings, Bridget Jones, Darkest Hour et al, or independent...
April 30, 2018
US & Canadian companies
Digital news start-ups switch on to TV
...Time Warner’s are down 15 per cent, while Walt Disney’s are off by a similar amount, on fears of slowing growth at its ESPN channel. By contrast, the S&P 500 is flat over the same period....
April 21, 2016
News in-depthUS & Canadian companies
TV flickers as viewers find new screens
...In the Netflix world, Comcast et al still deliver the content, but they need to find a new way of getting paid....
August 14, 2015
FT Live
The Impact Of Gen AI On The Legal Sector
How are law firms leveraging technology to transform services and operations?
Tuesday, 11 JuneDigital Conference
FT AlphavilleSujeet Indap
Beta max
...For a company like Rural that is traded on a major exchange, ―[t]urnover measured by average weekly trading of . . . 1% would justify a substantial presumption‖ of market efficiency. 5 Bromberg et al., Bromberg...
June 19, 2015
Tech blogChris Nuttall
How Apple changed the publishing industry
...United States v Apple, Inc et al is more than a US Justice department antitrust action against publishers allegedly colluding on ebook prices....
April 11, 2012
European companies
Euro Disney signs expansion deal
...Euro Disney, in which the Walt Disney Company owns 40 per cent and Prince al-Waleed, the Saudi investor, 10 per cent, will celebrate its 20th anniversary in 2012....
September 14, 2010
FT AlphavillePaul Murphy
Futures fright – Hollywood balks at market plot
...,and the National Association of Theatre Owners (NATO) — colelctively, the motion picture industry — respectively file this comment… In a meandering statement, the Directors Guild et al, argue that futures...
April 9, 2010
FT AlphavillePaul Murphy
A Twin Cities FX scandal – SEC freezes Pat Kiley assets
...To make money just ‘Follow The Money!’. Related links: SEC V. TREVOR G. COOK, PATRICK J. KILEY, ET AL, Case No. 09 CV 3333 – SEC Litigation release...
November 24, 2009
Life & Arts
Hollywood’s golden talent agents
...Ovitz, meanwhile, departed for Walt Disney as the number two to then chief executive Michael Eisner....
February 19, 2010

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