Tag: Comcast

It Is Expensive Selling To Consumers. Just Ask Disney CEO Bob Iger.

It Is Expensive Selling To Consumers. Just Ask Disney CEO Bob Iger.

There was a time when it seemed that content producers believed that the answer to generating revenue was to go direct-to-consumer via a proprietary streaming platform and to do so without a distribution partner. That is a very expensive proposition. For example, the WWE (ticker: WWE), launched its 24/7 streaming network - WWE Network - … Continue reading It Is Expensive Selling To Consumers. Just Ask Disney CEO Bob Iger.

A WWE Deal Appears Close

A WWE Deal Appears Close

It appears that a WWE transaction is around the corner. If I were a prospective buyer I would want to see what kind of numbers WWE does this weekend when it hosts its largest annual pay-per-view event -Wrestlemania - from Los Angeles. WWE shares sit at $89.32 as they have climbed from $84.08 on Friday … Continue reading A WWE Deal Appears Close

Disney’s Next Deal

Disney’s Next Deal

Disney CEO Bob Iger's end game for the house of mouse does not necessarily have to be a sale to Apple (AAPL), Amazon (AMZN) or Google (GOOGL), nor does it have to be a merger of equals with someone such as Comcast (CMCSA, the leading candidate to acquire WWE). Batman to the rescue. An acquisition … Continue reading Disney’s Next Deal

WWE Is Comcast’s To Lose

WWE Is Comcast’s To Lose

I don't buy the idea that anyone other than Comcast (CMCSA) will acquire WWE (WWE). As I previously wrote, Comcast partners with WWE, knows the brand, features WWE content on its Peacock streaming service, did months of heavy lifting to port WWE Network content to it's Peacock platform and has built relationships with WWE executives. … Continue reading WWE Is Comcast’s To Lose

Live Sports Remains The Traditional Content King

Live Sports Remains The Traditional Content King

Live sports still captures the most eyeballs across traditional content categories (certain video game title releases capture more eyeballs). If Apple (AAPL), Amazon (AMZN), Disney (DIS), Google (GOOGL), WarnerBrosDiscovery (WBD), Fox (FOXA), Comcast (CMCSA), Netflix (NFLX) or another large media player was to announce a deal that it was acquiring a sports franchise, I generally … Continue reading Live Sports Remains The Traditional Content King

Federal Reserve Discloses Corporate Bond Purchases

Federal Reserve Discloses Corporate Bond Purchases

Here is the full Excel workbook disclosure compiled by the Federal Reserve which lists the various issuers, sectors, cusips, coupons, maturity dates, par values, amortized costs and more for the fixed income securities the Federal Reserve has purchased. Among the securities purchased through June 16th, 48.1% were "AAA, AA and A" rated, 48.3% were "BBB" … Continue reading Federal Reserve Discloses Corporate Bond Purchases

AT&T Should Sell WarnerMedia

AT&T Should Sell WarnerMedia

AT&T's acquisition of Time Warner seemed like a good idea at the time. That is no longer true. Tickers mentioned: AAPL, AMZN, CMCSA, DIS, GOOG, NFLX, T, VZ AT&T's $85 billion acquisition of Time Warner seemed like a good idea when it was first kicked around a few years ago. AT&T would differentiate its fiber … Continue reading AT&T Should Sell WarnerMedia

Technology News from the Week: June 25th 2018

Technology News from the Week: June 25th 2018

Technology news items that caught our attention this week: Waymo to launch robo-taxis in Europe: Link Phoenix AZ as petri dish for autonomous driving: Link Kroger is launching a fully driverless delivery service: Link In the “Service, Maintenance, Repair” category: the US Army is using machine learning to predict when combat vehicles need repair: Link … Continue reading Technology News from the Week: June 25th 2018