Todd Juenger

Netflix, Inc. (NASDAQ: NFLX) customers will be paying as much as 18 percent more for their streaming video subscription and Street analysts were mostly optimistic on the move. What Benefit Will It Bring? Netflix's announced a price increase of 13 percent to 18 percent depending on the...

Take-Two Interactive Software Inc. (NASDAQ: TTWO) is the video game holding company responsible for the production of game franchises like "Grand Theft Auto" and "Bioshock." The company faces strong competition from Activision Blizzard, Inc. (NASDAQ: ATVI) and Electronic Arts...

Investors are holding “false hope of a takeout” for AMC Networks Inc. (NASDAQ: AMCX), Bernstein analyst Todd Juenger said in a scathing note Thursday. “The market is treating all these stocks as takeout candidates. There's no identifiable moment in time when that will change,...

The love triangle between Twenty-First Century Fox (NASDAQ: FOXA), Walt Disney Co (NYSE: DIS) and Comcast Corporation (NASDAQ: CMCSA) has made waves on Wall Street and in the media sector. Comcast’s seemingly puzzling decision to bid for Fox only makes sense if investors think a decade...

CBS Corporation (NYSE: CBS)'s ongoing boardroom drama revolving around a potential merger with Viacom, Inc. (NASDAQ: VIAB) will likely continue to unfold and create volatility in shares — but that doesn't mean investors shouldn't be aggressive on the stock,...

CBS Corporation (NYSE: CBS)'s move to sue its parent company, National Amusements, brings the likelihood of a combination with Viacom, Inc. (NASDAQ: VIAB) from around 80 percent to "almost 0 percent," according to Bernstein. The Analyst Bernstein's Todd Juenger upgraded CBS...

Walt Disney Co. (NYSE: DIS) reported a big second-quarter earnings beat on Tuesday, although investors don't appear to be too impressed. Earnings of $1.84 per share and revenue of $14.5 billion handily beat expectations, but the stock was trading down 2 percent on Wednesday. Several Wall Street...

Netflix, Inc. (NASDAQ: NFLX) blew Wall Street’s expectations out of the water Monday when it reported first-quarter subscriber growth of 7.41 million, well above consensus estimates. Earnings guidance also came in higher than expectations. As a result, Netflix traded around $334.56 late...

As Netflix, Inc. (NASDAQ: NFLX) plans to spend $12 billion in content development, a number of investors have expressed concern over the effectiveness of such a large-scale investment. Netflix’s recent original content successes demonstrate that the company is able to utilize its brand image...

Competitive investment from several larger rivals and economies of scale in the entertainment sector have intensified the playing field for Lions Gate Entertainment Corp (NYSE: LGF.A), according to Bernstein. The Analyst Todd Juenger of Bernstein downgraded shares of Lionsgate from Outperform to...

When investors think of a "studio," the first thought that might come to mind is a movie studio. But a video game publisher is very much a studio, and a compelling one that investors are underappreciating, according to Bernstein.  The Analyst Bernstein's Todd Juenger initiated...

Walt Disney Co (NYSE: DIS)'s pending acquisition of most of Twenty-First Century Fox Inc (NASDAQ: FOXA) is creating a lot of questions. Bernstein laid out five intriguing questions, one for each of the five days before Christmas, as investors continue to digest the deal. The Analyst Bernstein...

Walt Disney Co (NYSE: DIS) reached an agreement to acquire Twenty-First Century Fox Inc (NASDAQ: FOXA)'s movie and TV studios, most of its cable networks and international assets for $52.4 billion. Here's how some of Wall Street's most notable entertainment and media analysts are...

Since Netflix, Inc. (NASDAQ: NFLX) announced it will increase prices on its U.S. members for the first time since 2015, investors have legitimate reasons to be concerned that subscriber losses could outweigh any revenue benefit. But these concerns may be overblown, at least according to Bernstein...

Every quarter, Netflix, Inc. (NASDAQ: NFLX) investors wait on the edge of their seats for the company to update its subscriber count number. In fact, Netflix stock tends to trade more in reaction to subscriber count than earnings or revenue. However, at some point, every investor must focus on the...