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
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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