Veteran media fund manager Hal Vogel worries about stock market collapse
Veteran media-fund manager Hal Vogel has watched, warily, as media and entertainment stocks have mounted a spectacular run-up in the past year, with an average gain of 42% among big conglomerates Time Warner Inc., CBS Corp., Walt Disney Co., Comcast…
Don’t sleep on Redbox, analyst says; upside is possible during second half of ’13
People are underestimating DVD kiosk-rental provider Redbox, according to B. Riley Caris analyst Eric Wold. “What is lost in most arguments against Redbox is that physical rentals are still a $5.3B market – of which Redbox currently only has [an…
Cable could be headed for a wreck, but studios, networks can (and probably will) prevent it
Michael Wolff has a smart take on the future of the cable business in USA Today, arguing that the industry is foolishly trying to stave off a la carte in the face of its obvious inevitability. “TV Everywhere” is doomed…
Tighter focus on TV, movies could pay off for Bewkes, Time Warner
A Time Warner Inc. even more dedicated to its core television production/distribution, movies and home video businesses could be a tougher competitor for its rivals, as Chairman and Chief Executive Jeff Bewkes will have more time to set his gaze…
Two takeaways from Comcast earnings call
1. The company expects expenses at its cable operations unit to rise by a “low double-digit” percentage in 2013 after a 7% increase in 2012. Chief Financial Officer Michael Angelakis pointed to “continued expansion of rights to multiple platforms, additional…
Netflix turns originals focus to kids with DreamWorks Animation deal
Netflix Inc., with the wind at its back from the launch of its “House of Cards” original series last week, said Tuesday that it will collaborate with DreamWorks Animation SKG to create its first program for children. The Netflix series…
Starz shuts door on Netflix with Sony pay-TV deal
Starz Inc. became the latest premium cable entity to solidify its position in the subscription video-on-demand realm on Monday, with news that it has extended its pay-TV deal with Sony Pictures Entertainment through 2021. The agreement leaves Netflix Inc. out…
CBS, Amazon in SVOD deal for Spielberg series
CBS said Monday that it has entered into a deal with Amazon that will give the retail giant’s Amazon Prime the exclusive right to offer streamed episodes of the new show from Stephen Spielberg‘s production company, “Under The Dome,” during…
Entertainment analyst Tuna Amobi talks Disney, TV Everywhere
Over Most Of These Stations chatted with S&P Capital IQ analyst Tuna Amobi Wednesday about Disney’s results, and the company’s earnings call on Tuesday evening. Regarding Chairman Bob Iger’s explanation for choosing Netflix as the company’s pay-TV partner starting in…