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Media economics - Evolution vs Revolution -- RBC Capital Markets

Media economics - Evolution vs Revolution -- RBC Capital Markets

Author

Steven Cahall photo

Steven Cahall

Publish date

June 11, 2016

Channel

Wall St. Village
5

Over-the-Top (OTT) content offerings remain the biggest topic of discussion amongst Media investors, with Hulu and YouTube likely to enter the Pay TV distribution foray sooner rather than later. More than ever consumers will be able to move around the ecosystem so contemplating what OTT products will emerge and how the sub base evolves become a critical aspect of Media stock valuation. At 15x NTM P/E Media stocks still trade at a discount to Consumer Discretionary (18x) and the S&P500 (17x), with uncertainty around the Pay TV universe likely a major contributor to the discount.

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Steven Cahall photo

Steven Cahall

Steven is an analyst for the Royal Bank of Canada (RBC). read more

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