CBS reported mixed results for 4Q16 in a quarter where that was widely expected due to difficult comparisons. The company showed three fewer Thursday night NFL games and lost 9 hours of primetime to election coverage. This led to revenues and operating income declining by -2%; ignoring the discontinued radio operations that are being sold. […]
Liberty Global (LBTYK) reported solid 4Q16 results, affirming the acceleration in the company’s growth rate that is critical to our investment thesis. Using the company’s methodology that ignores foreign exchange fluctuations, M&A, and the new joint venture with Vodafone in the Netherlands, rebased revenues grew 3.3% and operating cash flow grew 7.5%. Revenues were slightly […]
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