After a year of negative operating income growth and falling earnings estimates, CBS is back on track. The recently reported 4Q15 showed operating income growth of over 6% and for the first time in nearly two years, analysts maintained their earnings estimates. 2016 sets up very well for CBS with a stronger national TV adverting […]
Comcast continued its long string of good quarterly earnings reports with the highlight being the best cable TV subscriber growth in nine years. Yes, for all the worry about cord cutting, Comcast added subscribers in 2015. And growth in broadband subscribers, where Comcast and the cable industry maintain dominance with the fastest network continued unabated. […]
Activision Blizzard, Inc. (ATVI) reported disappointing quarterly results with revenue, earnings, and guidance all worse than expected. The shortfall in the fourth quarter was driven by unfavorable foreign exchange rates and weakness in ATVI’s casual franchises on consoles, Skylanders and Guitar Hero. The underwhelming guidance for next year was mainly due to a delayed release […]
Disney (DIS) reported excellent December quarter earnings driven the massive success of Star Wars. Star Wars not only drove the studio but also boosted consumer product sales. Theme parks also had a very strong quarter. Despite a big beat to consensus EPS estimates, investors focused on slightly disappointing growth in affiliate fess earned by DIS’s […]
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