As Media content distribution and consumption evolves we think investors have become skeptical of the growth potential of the sector. We know that 2015 was tough for consensus revisions and sentiment, but CY15A EPS growth was still an impressive 11% (and hurt by FX). The biggest challenge is arguably deciphering which Media stocks can grow and prosper in a fast changing world whereby customers will have increasing choice in what, when and how they consume content. Investors will increasingly take a more nuanced view of the stocks in light of these dynamic secular themes.
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