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Cable, Satellite & Telecom

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Industry News & Thought Pieces

Must Read with Links:

  1. This Was the Year the Media Started Doubting the Web – Wired (12/28/15, 7:00 AM)
  2. 13 Media and Advertising 'Trends' in 2015 That Never Happened– WSJ (12/28/15, 7:00 AM)
  3. Canada's Great Cable Unbundling: What's Ahead in 2016 – Hollywood Reporter (12/28/15, 1:17 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)

Important Disclosures

The opinions and points of view expressed in this commentary are exclusively the views of the author and do not necessarily represent the views of MediaVillage.com / MyersBizNet, Inc. management or associated bloggers.