The latest in:
Bernstein
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Premium Content
04/19/2024
Netflix Earnings Reax
The investors’ takes are pouring in after Netflix discussed its 1Q24 earnings late Thursday afternoon.
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Premium Content
02/07/2024
A Look at Sports Streaming JV’s Impact on Programmers
It has hardly been 24 hours since Fox, Warner Bros. Discovery and Disney announced their landmark sports streaming service jv, and analysts have spent every minute unpacking every angle of the deal.
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Premium Content
11/02/2023
Fox Firm in Distribution Strategy Amid Tubi Growth
Fox Corp. may be handling a soft advertising market better than others thanks to sports and news, but that doesn’t mean it’s immune to negative effects.
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Premium Content
10/26/2023
Comcast’s Peacock Excites With Sports, Broadband Slumps
Comcast’s 3Q23 earnings call Thursday felt like something of a blast from the past with much of the conversation revolving around the company’s video offerings, not its core broadband product.
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Premium Content
10/06/2023
Bernstein Examines Media’s New Era
Investment management group Bernstein initiated coverage on seven media and telecom stocks Thursday, saying in a note there has never been “a more interesting time” to watch the two sectors.
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Premium Content
11/01/2021
Juenger’s Back
Bernstein analyst Todd Juenger returned from sabbatical Monday with a bang. He had plenty of questions about the pending merger of WarnerMedia and Discovery, calling the combination a “massive, complicated, daunting” task.