Media News Worth Sharing - January 4, 2016

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Must Read: 1. Hollywood's Banner Year at the Box Office Masks a Procession of Flops – WSJ (1/4/16, 4:21 AM); 2. Turner Seeks to Become One Big Native Ad Platform – AdAge (1/4/16); 3. Premier League: Football's Game Changer – FT (1/1/16, 6:58 PM)

Media & Entertainment

Under New Leader, Discovery Channel's Brand Reboot Shows Promise – NYT (1/3/16)

NY Wants FanDuel and DraftKings to Return Winnings and Pay Fines – Deadline (1/1/16, 9:58 AM)

CFP Semifinals Ratings are An Epic Flop; Colleen Dominguez's Lawsuit – Sports Illustrated (01/03/16)

MTV Makes Major Investment in Fan Engagement for 'The Shannara Chronicles' as Network Transforms for Younger Generations– The Drum (1/4/16, 10:00 AM)

Box Office: 'Star Wars: The Force Awakens' Barreling Towards 'Avatar's' Record – Variety (1/3/16, 8:10 AM)

Cable, Satellite & Telecom

AMC Networks Still Negotiating with Cable Co-Op After Carriage Deal Expires  – Deadline (1/1/16, 10:33 AM)

Advertising

Outside Voices: The Public Policy Threats to Advertising in 2016 – WSJ (12/3/15, 10:51 AM)

Merchandising Is Next Data Point In Online Ad-Serving Platforms- MediaPost (12/31/15, 1:16 PM)

GroupM, Dentsu Aegis Forge Data Alliances with China's Tencent – MediaPost (12/31/15, 10:27 AM)

2015's Constant Bummers: Viewability And Ad Blockers- MediaPost (12/31/15, 1:11 PM)

Industry News & Thought Pieces

What Does Virtual Reality Do to Your Body and Mind? – WSJ (1/3/16, 7:12 PM)

Raine Group Finds Deals for Clients, and Itself– NYT (01/03/16)

Digital Media Trends That Will Define 2016  – Variety (01/01/16, 10:00 AM)

MustRead  with links

  1. Hollywood's Banner Year at the Box Office Masks a Procession of Flops – WSJ (1/4/16, 4:21 AM)
  2. Turner Seeks to Become One Big Native Ad Platform – AdAge (1/4/16)
  3. Premier League: Football's Game Changer – FT (1/1/16, 6:58 PM)

Recent Research

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)

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)

Q3 Sector Review: Reasons to be Cheerful (11/20/15)

Q2 Sector Review (DISCA, FOXA, TWX, VIAB): Resilient to Disruption but Self-Help Required (9/14/15)

Sector Initiation: The Bundle Games (6/2/15)

Contact: Omar Sheikh,  omar.sheikh@credit-suisse.com

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