Must-Read Media Headlines from Credit Suisse U.S.
US Media, Cable & Satellite News - Credit Suisse US Media, Cable & Satellite Team
MustRead
- Mario Gabelli Wants More Disclosures on Sumner Redstone's Health – WSJ (12/2/15, 4:30 PM) Link
- YouTube Seeks Streaming Rights to TV Shows, Movies – WSJ (12/2/15, 7:59 PM) Link
- Yahoo's Internet Business Draws Interest – WSJ (12/2/15, 10:18 PM) Link
Media & Entertainment
* Gabelli Says Viacom Should Sell Studio Stake to Ma, Buy AMC – Bloomberg (12/2/15, 6:09 PM) Link
* Disney Dividend to Increase 19% in 2015 – WSJ (12/2/15, 5:26 PM) Link
* 'The Force Awakens' to Fill 1,600 AMC Auditoriums; Circuit has 3.5M Tickets Available for Opening Weekend – Deadline (12/2/15, 12:48 PM) Link
* NBC Slots its First Monday Comedy in 15 Years – AdAge (12/2/15) Link
* Amazon Rumors Ratchet Up as it Reportedly Preps Apple TV Release – FierceOnlineVideo (11/30/15) Link
Cable, Satellite & Telecom
* AT&T Scrutinizes DirecTV Branding – WSJ (12/2/15, 4:59 PM) Link
* Cablevision Signs Long-Term Addressable Ad Deal with GroupM – FierceCable (12/2/15) Link
* Murdoch Comments Alert Media Channels to Possible Sky Sale – FT (12/3/15, 1:16PM) Link
* SVOD Providers Netflix, Hulu, Others Steamroll Pay TV in Content Discovery Ease of Use, Report Says – FierceOnlineVideo (12/1/15) Link
* Sling TV Rolls Updated UI to Roku – Multichannel (12/2/15, 7:45PM) Link
Advertising
* Yahoo Struggles as an Afterthought to Advertisers – NYT (12/2/15) Link
* Publicis Groupe Reorganizes in Effort to Move Away from 'Silos' – AdAge (12/2/15) Link
* See Fiat Chrysler's Star Wars Ads – AdAge (12/2/15) Link
Industry News & Thought Pieces
* Eight Questions About Friday's Net Neutrality Hearing – NYT (12/3/15, 6:00 AM) Link
* Comcast Rounds Media Elite to Help Fund VR Animation Newcomer Baobab Studios – Deadline (12/3/15, 4:30 AM) Link
* NCTA Tells FCC to Ban Retrans-Related Blackouts of Online Content – FierceCable (12/2/15) Link
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)
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