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Andy Cohen Is Terrified By Netflix And Amazon: TV Is 'The Wild West Right Now'
Monday, June 6, 2016 - 9:52am | 265Is Bravo's "Real Housewives" executive producer Andy Cohen worried about the growing threat coming from non-traditional media outlets such as Netflix, Inc. (NASDAQ: NFLX) and Amazon.com, Inc. (NASDAQ: AMZN)? Based on what Cohen told CNBC, his concerns may be legitimate. "It...
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What Segment Should Disney Investors Be Worried About?
Wednesday, May 11, 2016 - 8:28am | 436Walt Disney Co (NYSE: DIS) has released Q2 earnings, and the company reported a rare miss, with EPS coming in at 1.36 vs consensus estimates of $1.40 per share. Revenue in the second quarter came in at $2.1 billion. Despite delivered double-digit growth in adjusted EPS for the 11th consecutive...
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Wired: Cord-Cutting Is 'Going To Suck' In 2016
Monday, December 28, 2015 - 12:00pm | 282Cord-cutting is a legitimate concern for cable investors, however, Wired suggested that the trend may be unfavorable for the consumer. Wired noted that earlier this year DISH Network Corp (NASDAQ: DISH)'s $20 a month Sling TV package offered many people from cancelling their cable services...
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Analyst: Why Madison Square Garden Is A Better Bet Than MSG Networks
Thursday, October 1, 2015 - 10:44am | 653Madison Square Garden completed a split of itself into two companies: The Madison Square Garden Co (NYSE: MSG) and The Madison Square Garden Company (NYSE: MSGN). John Janedis of Jefferies is bullish on Madison Square Garden and bearish on MSG Networks. Janedis noted Madison Square Garden...
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NFL, CBS Cater To Viewers Who Are Cutting The Cord
Wednesday, September 2, 2015 - 7:51am | 379In the upcoming season, the National Football League is targeting viewers who have switched from traditional cable subscriptions to online streaming services. This year, in addition to streaming all of the league's AFC games, CBS Corporation (NYSE: CBS) has agreed to stream seven NFL...
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UBS: We Still Love Cable, Buy Comcast And Charter
Tuesday, April 14, 2015 - 11:12am | 359In a report published Tuesday, UBS analyst John Hodulik commented that traditional video subscriptions will continue to decline as new Over-the-Top Content (OTT) options proliferate. According to Hodulik, the first wave of OTT video services were merely complements to a traditional pay TV...