The latest in:
Pivotal Research
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Premium Content
12/21/2023
Analysts Split on Programming M&A Rumors
While it’s uncertain how likely a Paramount-Warner Bros. Discovery marriage is, one thing clear going into 2024 is something has to change. And Charter ridding itself of networks such as Freeform and Disney Junior might be the impetus.
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Premium Content
12/13/2023
Pivotal Tweaks Comcast Target
Pivotal Research is bumping up its target price for Comcast to $58 after modifying its 4Q23 estimates and moving to a year-end 2024 target price from year-end 2023.
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Premium Content
09/13/2023
Netflix CFO: ‘We Need to Get Back to Work’
The ongoing SAG-AFTRA and WGA strikes have been throwing a wrench in companies’ financial outlooks, and Netflix is among those searching for an imminent resolution before things take even more of a downward turn.
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Premium Content
03/15/2021
Rogers Looks to Convince Regulators to OK Shaw Deal
Rogers is pitching its $16 billion deal to acquire Shaw as the means to make 5G Canada-wide a reality and as a way to close the digital gap for remote, rural and indigenous areas faster.
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Premium Content
02/12/2021
Pivotal Ups Altice USA
Pivotal Research upped its year-end 2021 price target on Altice USA by $1 to $45, citing RGUs that were materially ahead of its expectations.
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Premium Content
10/31/2020
Pivotal Raises Altice Target
After Altice delivered better-than-expected 3Q earnings on Thursday, Pivotal Research raised its YE’21 target price for the company, bumping it up $3 to $44.