reports
Walt Disney Co: 1 director
A director at Walt Disney Co sold 1,857 shares at 121.920USD and the significance rating of the trade was 53/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...
- Blair Levin
NSR Policy: FCC Dings Nexstar for Exceeding Ownership Limits but Real ...
Last week, the FCC ruled that Nexstar’s relationship with Mission Broadcasting’s WPIX in New York City violated its rules and the national broadcast ownership cap. In this note, we discuss how this decision reflects the priorities of the current FCC, but also broader themes related to the decline of linear television and upcoming changes to both the market and the video regulatory environment.
TMUS T-MOBILE US INC.
VZ VERIZON COMMUNICATIONS INC.
T AT&T INC.
SBGI SINCLAIR BROADCAST GROUP INC. CLASS A
NXST NEXSTAR MEDIA GROUP INC. CLASS A
GOOGL ALPHABET INC. CLASS A
DISH DISH NETWORK CORPORATION CLASS A
DIS WALT DISNEY COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
AMZN AMAZON.COM INC.
FOX FOX CORPORATION CLASS B
WBD WARNER BROS. DISCOVERY INC.
- Blair Levin
NSR Policy: DOJ to Investigate Sports Streaming Combo
This week we are publishing weekend updates on telecom and media. In this media update, we follow-up on our analysis of the new joint venture creating a streaming app that would air a large amount of sports programming with our analysis of the news that the DOJ is going to investigate the joint venture on antitrust grounds. As we discuss, the informal report that DOJ will consider the antitrust implications is not a surprise and is likely designed in part to assist those involved in the investig...
TMUS T-MOBILE US INC.
VZ VERIZON COMMUNICATIONS INC.
T AT&T INC.
SBGI SINCLAIR BROADCAST GROUP INC. CLASS A
NXST NEXSTAR MEDIA GROUP INC. CLASS A
GOOGL ALPHABET INC. CLASS A
DISH DISH NETWORK CORPORATION CLASS A
DIS WALT DISNEY COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
AMZN AMAZON.COM INC.
FOX FOX CORPORATION CLASS B
- Derek Terrington
Hardman & Co Insight: Streamed content takes over
The Great Correction of 2022 saw the share prices of streamers plunge after market leader Netflix reported a slowdown/fall in subscriber growth. Having formerly been seduced by hectic subscriber growth rates, investors quickly refocused, this time on fundamental metrics such as revenue, margins, profits and cashflow. Since then, streamers have continued to take a steadily greater share of viewing while linear TV continues to decline. But growth in streaming subscribers in the US and UK is now a ...
- Blair Levin
NSR Policy: Another Shoe Drops on Linear Television Bundles; How Will ...
In this media update we analyze the likely government reaction to the news that ESPN, Fox, and Warner Bros./Discovery will team-up to launch a new, stand-alone streaming app to air their combined sports content. That news, combined with new numbers on YouTube TV subscribers, demonstrates that the decline of linear television is accelerating.
TMUS T-MOBILE US INC.
VZ VERIZON COMMUNICATIONS INC.
T AT&T INC.
SBGI SINCLAIR BROADCAST GROUP INC. CLASS A
GOOGL ALPHABET INC. CLASS A
DISH DISH NETWORK CORPORATION CLASS A
DIS WALT DISNEY COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
AMZN AMAZON.COM INC.
FOX FOX CORPORATION CLASS B
Disney and Epic Games to Create Expansive and Open Games and Entertain...
BURBANK, Calif.--(BUSINESS WIRE)-- The Walt Disney Company and Epic Games will collaborate on an all-new games and entertainment universe that will further expand the reach of beloved Disney stories and experiences. Disney will also invest $1.5 billion to acquire an equity stake in Epic Games alongside the multiyear project. The transaction is subject to customary closing conditions, including regulatory approvals. This press release features multimedia. View the full release here: (Graphic: The Walt Disney Company) In addition to being a world-class games experience and interoperating with F...
- Blair Levin
NSR Policy: House Hearing and Deal Speculation Raise Questions About Q...
In this media focused note, we focus on two events that occurred last week; a House hearing on sports programming rights and speculation that media mogul Byron Allen would make a bid for Paramount Global. We think both events are occurring in an environment in which linear television, the primary transmission path for sports programming and the primary assets of Paramount are in secular decline. Yet curiously, in both the hearing and the deal speculation, there was little attention paid to the...
VZ VERIZON COMMUNICATIONS INC.
T AT&T INC.
SBGI SINCLAIR BROADCAST GROUP INC. CLASS A
NXST NEXSTAR MEDIA GROUP INC. CLASS A
GOOGL ALPHABET INC. CLASS A
DIS WALT DISNEY COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
AMZN AMAZON.COM INC.
FOX FOX CORPORATION CLASS B
APPL APPLE INC - APPL - US
- Blair Levin
TMUS T-MOBILE US INC.
VZ VERIZON COMMUNICATIONS INC.
T AT&T INC.
SBGI SINCLAIR BROADCAST GROUP INC. CLASS A
SATS ECHOSTAR CORPORATION CLASS A
NXST NEXSTAR MEDIA GROUP INC. CLASS A
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
DIS WALT DISNEY COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
SNAP SNAPCHAT
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
PINS PINTEREST INC. CLASS A
FOX FOX CORPORATION CLASS B
APPL APPLE INC - APPL - US
- Sid Rajeev
- Blair Levin
NSR policy: FCC Chair Puts Thumb on Scale for Broadcasters in Retransm...
Yesterday, FCC Chair Rosenworcel circulated two items for a Commission vote that would help broadcasters in retransmissions disputes by forcing the cable, satellite, and telco multi-channel video program distributors (MVPDs) to reimburse consumers for blackout days during which the consumers did not get the full package that they had signed up for.
TMUS T-MOBILE US INC.
VZ VERIZON COMMUNICATIONS INC.
VIAB VIACOM INC. CLASS B
T AT&T INC.
SBGI SINCLAIR BROADCAST GROUP INC. CLASS A
NXST NEXSTAR MEDIA GROUP INC. CLASS A
DISH DISH NETWORK CORPORATION CLASS A
DIS WALT DISNEY COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
ATUS ALTICE USA INC. CLASS A
FTRCQ FRONTIER COMMUNICATIONS CORPORATION CLASS B
- Blair Levin
NSR Policy, Weekend Update: DISH Gets FCC Blessing, Media Ownership Po...
In this weekend update, we analyze the FCC’s letter to DISH about its build-out commitments and what happens next; a court ordering the FCC to do a broadcast ownership proceeding just as the line of television broadcast networks for sale gets longer; signs of hope and struggles for mobile wireless carriers yearning for more mid-band spectrum while TMUS makes progress on its 2.5GHz licenses; and lots of activity in the courts on tech, with SCOTUS taking up the challenge to the Texas and Florida s...
TMUS T-MOBILE US INC.
VZ VERIZON COMMUNICATIONS INC.
T AT&T INC.
SBGI SINCLAIR BROADCAST GROUP INC. CLASS A
NXST NEXSTAR MEDIA GROUP INC. CLASS A
NWSA NEWS CORPORATION CLASS A
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
DISH DISH NETWORK CORPORATION CLASS A
DIS WALT DISNEY COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
FTRCQ FRONTIER COMMUNICATIONS CORPORATION CLASS B
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
FOX FOX CORPORATION CLASS B
APPL APPLE INC - APPL - US
Iconic Black is King Catsuit Worn by Beyoncé to Be Auctioned Alongside...
BURBANK, Calif.--(BUSINESS WIRE)-- Global superstar Beyoncé joins the epic line up of creative visionaries supporting Disney’s Create 100, a global celebration of creativity marking 100 years of Disney storytelling. Renowned creators, brands and next generation talent from 18 countries are taking part, including: adidas, Christian Louboutin, Maison Valentino, NIGO®, Pandora, Sabyasachi Mukherjee, Tommy Hilfiger, Vik Muniz and Virgil Abloh Securities/ALASKA ALASKA. Additionally, Kevin Feige (Marvel Studios), Jennifer Lee (Walt Disney Animation Studios), Jon Landau (Lightstorm Entertainment) and...
- Blair Levin
NSR Policy: Quick Takes on the Past Week (TMUS/CMCSA & CHTR/DIS), with...
In this weekend update, we provide a policy perspective on: last week’s TMUS/CMSCA deal (bravo to those who crafted it), encouraging tests on the lead front for telcos, some next moves in the programmer/distribution battles that most recently featured CHTR and DIS, a week of the GOOG trial (with not a lot of clear implications for other antitrust battles), why the Senate’s AIpalooza might not really be “historic,” new legislation on TMUS spectrum licenses, a record USF contribution factor, and a...
TMUS T-MOBILE US INC.
VZ VERIZON COMMUNICATIONS INC.
T AT&T INC.
SBGI SINCLAIR BROADCAST GROUP INC. CLASS A
NXST NEXSTAR MEDIA GROUP INC. CLASS A
GOOGL ALPHABET INC. CLASS A
DISH DISH NETWORK CORPORATION CLASS A
DIS WALT DISNEY COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
FTRCQ FRONTIER COMMUNICATIONS CORPORATION CLASS B
AMZN AMAZON.COM INC.
APPL APPLE INC - APPL - US
- Jonathan Chaplin
CHTR quick hit: Charter and Disney reach programming agreement
Charter and Disney reached an agreement this morning that will allow Charter to restore Disney’s programming to its video customers. It appears that Charter secured the most important terms they were looking for. We assume there has been some churn already, though the bulk of the 1.2MM pay-tv subs and the 0.2MM broadband subs that we thought could be lost due to the dispute will likely be retained. Our quick thoughts here.
- Blair Levin
NSR Policy: Back to School: What Happened and is about to Happen in Co...
This Back to School note seeks to update communications and tech investors on what happened in policy that affected stocks (particularly the lead issue that affected telcos, the fight between DISH and TMUS over the 800 MHz licenses, and some regulatory decisions on BEAD affecting the opportunity for all ISPs) and what is coming up in what will be a very big fall (including a new Democratic majority at the FCC, a big court argument affecting ISPs and USF, a budget showdown that could cause chaos ...
TMUS T-MOBILE US INC.
VZ VERIZON COMMUNICATIONS INC.
T AT&T INC.
SBGI SINCLAIR BROADCAST GROUP INC. CLASS A
NXST NEXSTAR MEDIA GROUP INC. CLASS A
GOOGL ALPHABET INC. CLASS A
DISH DISH NETWORK CORPORATION CLASS A
DIS WALT DISNEY COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
FTRCQ FRONTIER COMMUNICATIONS CORPORATION CLASS B
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
FOX FOX CORPORATION CLASS B
APPL APPLE INC - APPL - US
- Dan Salmon
- Emily Stykes
AMZN + SHOP, WMT seller event, YouTube read through from DIS vs CHTR, ...
What's New: It was a busier than typical last week of the summer, and in our latest edition, we share our views on an extended mix of recent headlines: 1. SHOP + AMZN partner for Buy with Prime on Shopify stores 2. WMT hosts first third-party seller event 3. DIS and CHTR at programming impasse; once again, YouTube benefits 4. AMZN expands interactive ads on TNF + Fire TV 5. Insta testing 10-minute Reels, now allows Stories to be promoted as ads via API 6. DASH rolls out AI-enabled voice orderi...
Disney Kicks Off “Wonder of Princess” Month in August With Magical Lin...
GLENDALE, Calif.--(BUSINESS WIRE)-- Today, Disney kicks off its “Wonder of Princess” festivities, as part of the on-going celebration of 100 years of Disney, with a magical line-up of new Consumer Product, Games and Publishing offerings that fans can expect to find this August. The month-long celebration of the iconic Disney Princess brand and its beloved characters will culminate with the return of World Princess Week, a global extravaganza that highlights the impact of the timeless magic and beloved storytelling of Disney Princess characters. This press release features multimedia. View the...
Disney Illusion Island Now Available on Nintendo Switch™
GLENDALE, Calif.--(BUSINESS WIRE)-- Today, Disney Games, in collaboration with developer Dlala Studios, launch Disney Illusion Island globally, a local cooperative 2D platform adventure video game for up to four players, exclusively for Nintendo Switch™. Experience a brand-new adventure as players join Mickey Mouse, Minnie Mouse, Donald Duck and Goofy on a whimsical journey through the island of Monoth. Explore this beautiful yet mysterious world to recover the three magical Tomes – powerful books used to protect the island. Disney Illusion Island gives players the chance to be a part of an ...
Disney Illusion Island est désormais disponible sur Nintendo Switch™
GLENDALE, Californie--(BUSINESS WIRE)-- Aujourd'hui, Disney Games, en collaboration Dlala Studios, lancent Disney Illusion Island, un jeu vidéo d’aventure 2D pouvant accueillir jusqu’à quatre joueurs exclusivement sur Nintendo Switch™. Vivez une toute nouvelle aventure en rejoignant Mickey, Minnie, Donald et Dingo pour un voyage fantaisiste à travers l'île de Monos. Explorez ce monde coloré et mystérieux pour récupérer les trois Tomes magiques - des livres puissants utilisés pour protéger l'île. Disney Illusion Island donne aux joueurs la chance de faire partie d'une aventure originale aux c...
Disney Launches Global Create 100 Campaign to Celebrate Creativity and...
BURBANK, Calif.--(BUSINESS WIRE)-- Today marks the launch of , a global celebration of creativity marking 100 years of Disney storytelling. Some of the world’s most renowned visionaries and next generation talent across fashion, music, art and more have donated artworks, items and experiences inspired by their personal connection to stories and characters across Disney, Pixar, Marvel, Star Wars and 20th Century, to benefit Make-A-Wish®. To begin, Disney is commemorating the launch with a $1 million donation to Make-A-Wish to support the granting of life-changing wishes for children with critic...
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