Posts by: Steve Birenberg
I am having a hard time getting a read on expectations for 1Q07 earnings from Central European Media Enterprises (CETV). I expect very strong results driven by the Czech Republic…
Time Warner (TWC) reported slightly better than expected 1Q07 results highlighted by strong operating profits at AOL and Cable and better than expected performance against a tough comparison in Filmed…
Time for some mid-week media madness: • Everyone is talking Dow Jones (DJ) so I don't believe there is a lot left to say. I think a deal will occur…
Time Warner Cable (TWC) reported good 1Q07 results. Investors will cheer the solid performance at the company's legacy cable systems and signs of improvement at newly acquired Adelphia systems. The…
I would use strength in newspaper stocks away from Dow Jones (DJ) to take profits. The Wall Street Journal is a far different asset than typical newspapers, and the company…
The weekend box office was extremely week, declining 27% against the same weekend a year ago. The total haul of $75 million was the lowest since last the weekend after…
Rogers Communications is expected to report 1Q07 EPS of 18 cents on revenues of $2.03 billion. Those figures appear to be in US dollars but the company will report in…
Verizon 1Q07 earnings were right on target with EPS of 54 cents and revenues of $22.6 billion right in line with the consensus estimates. Key subscriber metrics also closely matched…
Comcast (CMCSA/CMCSK) reported solid first-quarter earnings of 26 cents per share on revenue of $7.39 billion. These numbers were extremely close to consensus estimates and all financial and subscriber metrics.…
Apple (AAPL) 2Q07 results were spectacular and the feared "even more conservative than usual guidance" failed to materialize. I think the shares should be higher and my only concern is…
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