Hints and tips:
...He has also worked for Mark Warner, the current chair of the Senate intelligence committee, and for Biden’s current climate envoy and former US secretary of state John Kerry....
...as Hollywood remains shut down due to strikes by the unions representing screenwriters and actors, many of whom have highlighted the pay packages of studio chief executives such as Disney’s Bob Iger and Warner...
...It also does not have the burden of legacy cable television networks that Paramount, Disney, Warner Bros and Universal do....
...“Adding linear TV to linear TV is not fixing the problem,” said Rich Greenfield, an analyst at LightShed Partners. “They need to scale linear TV down dramatically, not get bigger in linear TV.”...
...Rich Greenfield, an analyst at LightShed Partners, said Paramount’s deal discussions were a reflection of the “complete and utter panic” in the industry....
...I have excluded four companies that are either expected to report negative earnings or for which there are no estimates (Moderna, Warner Brothers, Ventas and Loews) as negative P/E ratios mess up the maths...
...US Senator Mark Warner has called on the Federal Trade Commission and the Department of Justice to investigate “the extent to which digital advertising intermediaries maintain a concentrated ecosystem rife...
...raised grave concerns with the [Federal Trade Commission] and the Department of Justice over the extent to which digital advertising intermediaries maintain a concentrated ecosystem rife with fraud,” Mark Warner...
...hefty valuation: the group, appreciating that the demand for media rights for sports would soon explode, signed a lucrative 25-year pay-TV contract worth more than $8bn with Charter Communications’ Time Warner...
...said Rich Greenfield, an analyst at LightShed Partners. “Can you raise prices another 30-plus per cent, reduce content spending and continue to grow subscriptions or maintain subscriptions?”...
...“Pixar’s just not working,” said Rich Greenfield, an analyst at LightShed Partners. “The challenge in the movie business is there’s no quick fix.”...
...comeback How a private equity deal made CAA agents billions Times are tight in Hollywood as a golden age for streaming ends and forces a deep retrenchment among media giants such as Disney, Netflix and Warner...
...“An extended strike that lasts three-plus months should meaningfully advantage Netflix,” Greenfield wrote in a research report....
...They also propelled Emanuel into the ranks of Hollywood’s ruling executives along with Disney’s Bob Iger and Warner Bros Discovery’s David Zaslav....
...In the communications sector, the video entertainment companies (Warner Bros Discovery, Paramount, Disney, Netflix et al) explain the bulk of the outperformance....
...Rich Greenfield, partner at research group LightShed, said the signs pointed to “a retrenching of Disney back to its roots” and that “it feels like something is about to happen”....
...Warner Bros Discovery has just completed a brutal round of cost cuts, while NBCUniversal and Paramount are also nursing streaming losses....
...“People are worried across the board,” said Steve Kram, chief executive of investment group Content Partners, LLC, and former chief operating officer of William Morris Agency....
...Even after recovering somewhat in the past few weeks, the stock prices of the largest media groups — Disney, Netflix, Comcast, Spotify, Roku, Fox, Paramount, Warner Bros Discovery, The New York Times and...
...Clips from Looney Tunes: ⓒ Warner Bros....
...In fact since 2010, greenfield foreign direct investment has been higher than anywhere else in Europe....
...Disney is down 45 per cent and Warner is down around 49 per cent. Spotify has lost 60 per cent....
...“For a company that talks about streaming being their number one priority, spending $600mn a year for linear television . . . feels very difficult to digest”, said Rich Greenfield, analyst at LightShed....
...Tempo, Apollo’s HarbourView, Warner and Universal declined to comment. Pimco did not respond to a request for comment....
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