Time Warner (TWX) reported another mediocre quarter even after adjusting for some items that cause the reported numbers to understate the results. Revenue grew just 2% and adjusted EBITDA grew just 3%. The revenue figure matched estimates while the adjusted EBITDA is a bit ahead. EBITDA strength came from cost controls at AOL that kept […]
Comcast reported good 1Q08 results. EPS matched estimates while revenue, EBITDA, and free cash flow exceeded estimates. Most subscriber metrics also beat estimates. Margins fell slightly as Comcast upped its marketing spending and began its aggressive rollout of service to small and mid-sized businesses. Comcast’s results closely paralleled those of Time Warner Cable. It appears […]
Dreamworks Animation reported better than expected 1Q08 earnings with EPS of 28 cents and revenues of $156.6 million ahead of consensus of 24 cents and $135 million, respectively. The shares will probably lift a bit but the next major move in the stock will be associated with the June 6th release of Kung Fu Panda. […]
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