Ahead of its 1Q09 earnings report on Monday, Discovery Communications announced a joint venture and re-branding of its Discovery Kids Network. A 50/50 joint venture with Hasbro will lead a re-naming and re-programming of the U.S. network. Kids will continue to operate as is in international markets According to SNL Kagan, Kids currently reaches 63.4 […]
Comcast reported better than expected 1Q09 results pretty much across the board. I completely missed this as I had expected this to be the final quarter of sluggish growth with estimates coming down again. I underestimated Comcast’s excellent operating management and favorable seasonal trends. It was clear after Time Warner Cable (TWC) reported yesterday that […]
Viacom reported 1Q09 results largely in line with analyst estimates. EPS of 29 cents beat the 26 cent consensus but revenues of $2.91 billion fell a little short of the $2.97 billion estimate. Advertising trends were weak, as expected, but this still stands out as a negative particularly as Viacom’s nets are far underperforming the […]
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