ESPN's John Skipper Plays Offense; Viacom's New Activist and More

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)

MustRead with links

1. HBO Plans to Take On Netflix in Spain With Streaming Service – Bloomberg (1/19/16, 12:01 AM)
2. 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)

3. 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)

Important Disclosures

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