Posts by: Steve Birenberg
4Q06 earnings from Disney (DIS) left open the debate over whether the company 's four year string of double digit operating income growth is about to come to and end.…
Disney (DIS) reported strong 4Q06 earnings. EPS of 36 cents compared to a rising 33 cent consensus and revenues of $8.8 billion were ahead of the consensus estimate of $8.7…
Despite the extremely negative stock price action, I found Central European Media Enterprises (CETV) Q06 earnings report to be quite good. Good enough, in fact, to use the weakness to…
NTL Incorporated (NTLI) reported mixed 3Q results yesterday. I feel the details are worse than the optimistic tone management had used during several recent Wall Street appearances but I understand…
Disney (DIS) is expected to report strong 4Q06 earnings to wrap up its fourth consecutive year of double digit EPS growth. EPS are expected at 33 cents on revenues of…
I see little impact from Q06 results from Cablevision (CVC), either on CVC or on the broader cable industry. The company's results were very close to consensus estimates with revenues…
The launch of a newspaper industry ad buying marketplace by Google (GOOG) is an interesting development. Studies have shown that newspapers only reach a fraction of the potential advertisers within…
Whenever something new and unusual comes along in business, it is easy to claim that it is an industry changing event. The of Borat is already spawning such talk. One…
Tomorrow, I expect Central European Media Enterprises (CETV) to report another strong quarter in its seasonally weak 3Q. Romania and Ukraine will again be the growth engines but the big…
CBS Corporation (CBS) reported 3Q EPS that mostly matched street expectations. EPS of 42 cents were 2 cents above consensus but revenues of $3.38 billion fell about $50 million short…
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