TV Content wars, blackouts could spur M+A

July 19, 2012

Dish customers: No 'Breaking Bad' for you! (Photo: Reuters)

 

Evercore analyst Bryan Kraft believes the prolonged blackout that has left DirecTV’s 20 million subscribers without MTV, Comedy Central or Nickelodeon for a week, could lead to some industry consolidation.

Netflix: The New Arch-Frenemy

May 4, 2012

Albanian Army marching in Tirana's main square (Photo: Reuters)

 

The Albanian Army is coming everyone, watch out!

We’re only into week 1 of big media companies reporting their quarterly earnings and the most prominent name hasn’t been CBS Corp, Time Warner Inc, Comcast Corp, and Viacom — instead it’s all been about Netflix.

Viacom chief Dauman plays down Nickelodeon ratings dip, sees more ads

December 5, 2011

Viacom CEO Phillipe Dauman

Viacom Chief Executive Phillipe Dauman tried to play down the Nickelodeon surprise double-digit ratings drop in September as a Nielsen glitch which is being worked on and would not impact the upcoming quarter.

Are kids wringing out SpongeBob?

November 10, 2011

Back in September, right before the quarter ended, Viacom trimmed  its advertising revenue outlook to high single digit growth from double digit growth. One of only a few media conglomerates to take that step–News Corp, Time Warner, and CBS were much more upbeat–the move prompted some concern among media watchers that advertisers were beginning to slash their budgets on macro-economic concerns.