The latest in:
Evercore ISI
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Premium Content
03/28/2024
Evercore Adjusts Paramount
Evercore ISI modestly increased its expectation for Paramount’s 1Q24E adjusted OIBDA to +4% on better profitability contribution from the Super Bowl than previously expected.
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Premium Content
02/07/2024
Different Tunes for Fox, Disney as MVPDs Consider Streamer
Forget the question of how much this ESPN, Warner Bros. Discovery and Fox sports streamer will cost—we want to know what MVPDs think.
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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
09/12/2023
Evercore’s Disney-Charter Calculations
Evercore ISIestimates Charter’s costs for Disney will increase by $339 million, reflecting $455 million in wholesale payments for Disney+ partially offset by a $116 million decrease in linear programming costs.
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Premium Content
03/07/2023
Move Activity Sluggish
Move activity isn’t showing any signs of picking up. According to research from Evercore ISI, February move activity was down -8% YOY with total permanent USPS change of address re-quests falling by 152,000. Sequentially, change of address requests were down by 270,000 from the January total.
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Premium Content
02/09/2023
Day After Disney Earnings
For decades, there has been a rumor that Walt Disney was frozen in a cryonic chamber so that he could be re-animated and continue his legacy. The urban legend has been repeatedly shot down. But based on the reactions to Disney’s 1Q23 earnings call, maybe the board should look into cloning possibilities for Bob Iger, who turns 72 tomorrow.