Media & Entertainment
MLB Settlement Gives Baseball Fans New Viewing Options – Bloomberg (1/19/16, 6:10 PM)
Netflix in Talks to Renew The CW Deal With Warner Bros., CBS – Variety (1/19/16, 5:26 PM)
'Billions' Premiere Sets Showtime Record – Multichannel (1/19/16, 5:45 PM)
Viacom CEO Dauman Tries to Keep Distance from Redstone Lawsuit – WSJ (1/19/16, 4:51 PM)
NFL Playoff Ratings Dip From Year Ago – WSJ (1/19/16, 1:20 PM)
Apple iTunes Radio Is No Longer Going To Be Free – Forbes (1/19/16, 1:53 AM)
Univision Buys 40% Stake in The Onion – FT (1/19/16, 2:21 PM)
Cable, Satellite & Telecom
Cubs Say They Remain 'Focused 100%' On Launching Their Own RSN In 2020 Despite Dodgers Debacle – FierceCable (1/19/16)
Hastings: Charter-TWC a 'Tremendous Positive' for OTT – Multichannel (1/19/16, 6:45 PM)
Verizon Calls Cable Operators A Wild Card In The Business Services Market – FierceCable (1/19/16)
Advertising
Bogus Web Traffic Continues to Plague the Ad Business – WSJ (1/19/16, 7:00 AM)
In TV Comedies Like Angie Tribeca, Brands Are Having the Last Laugh – Adweek (1/19/16, 7:17 PM)
Unilever Will 'Zero Base' Marketing Budgets in Belt Tightening Move – AdAge (1/19/16)
Industry News & Thought Pieces
Inside the Company Behind Netflix's Measurement War – AdAge (1/19/16)
Nielsen Wants to Watch You Talk to Your Facebook Friends About What You Watch on TV – Re/Code (1/19/16, 9:01 PM)
The Great Media Shakeup – Bloomberg (1/19/16, 1:35 PM)
MRC Accredits comScore's Media Metrix, A First For A Content Audience Measurement Service – MediaPost (1/19/16, 3:56 PM)
Sacking The Taxpayer – The Economist (1/19/16, 3:56 PM)
Special Section: Netflix Earnings
Netflix Adds More Subscribers Than Expected – WSJ (1/19/16, 7:39 PM)
Netflix Faces a U.S. Slowdown, Despite Global Growth – NYT (1/19/16)
Netflix CEO Is Optimistic on China License – WSJ (1/18/16, 3:16 PM)
Netflix Looks To Grow With Shows That Don't "Feel Homogenized" – Deadline (1/19/16, 3:43 PM)
Must Read with links
- HBO Plans to Take On Netflix in Spain With Streaming Service – Bloomberg (1/19/16, 12:01 AM)
- ESPN's John Skipper Plays Offense on Cord-Cutting – WSJ (1/19/16, 1:35PM)
(AND) Deeper with ESPN'S John Skipper on Apple, Sling, and Sports Rights – WSJ (1/19/16, 1:50 PM)
- Viacom's New Activist Faces Uphill Battle – WSJ (1/19/16, 6:13 PM)
Recent Research
2016 Industry Outlook: Themes for 2016 (1/6/16)
FOXA: Analyzing Hulu and STAR India (1/6/16)
CMCSA: Reinstating Coverage at Outperform (1/6/16)
Q3 Sector Review: Reasons to be Cheerful (11/20/15)
FOXA: Waiting for Evidence of the Recovery (11/18/15)
MANU: The Post-Nike Era Begins (11/17/15
DISH: Spectrum Uncertainty Remains (11/16/15)
VIAB: Still Too Cheap (11/13/15)
CBS: Forecasts Stabilize (11/11/15)
DIS: Strong Operating Trends (11/10/15)
TWX: Investment is Good (11/4/15)
DISCA: Increasing Leverage to Buy Back Stock (11/4/15)
VIAB: Analyzing the Dish Renewal Event (10/28/15)
DISCA: Investor Day Recap (9/30/15)
CBS: Factoring in a Content Licensing Gap in 2016 (9/24/15)
CVC: It Finally Happened (9/17/15)
Q2 Sector Review: Resilient to Disruption but Self-Help Required (9/14/15)
CBS: Sifting Through the Rubble (8/21/15)
DIS: Skinny Bundles Take a Bite (8/10/15)
CMCSA: Q2 Review: Strong Execution (7/23/15)
Sector Initiation: The Bundle Games (6/2/15)
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