Posts by: Steve Birenberg
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…
Both Northlake's Market Cap and Style models sent new signals for November. The Market Cap model moved from large cap to mid cap and the Style Model went back to…
Time Warner (TWX) reported 3Q06 results that were largely inline with consensus estimates. The shares initially traded down about 2% on a sell the news reaction with investors likely focusing…
I haven’t written much about Lionsgate (LGF) since my ill-timed sale this spring when the shares were 25% lower. Obviously, I am annoyed at the poor timing of my sale…
Buyout news makes the 3Q06 report this morning from Clear Channel (CCU) pretty irrelevant as far as the stock price is concerned. Nevertheless, as a leading media industry company, the…
Regal Entertainment (RGC) reported better-than-expected third-quarter 2006 earnings. Revenue of $675 million rose 7.5% ahead of the consensus estimate of $650 million. Good performance on expenses allowed the incremental revenue…
In what will likely be its final quarter as a public company, BellSouth (BLS) reported solid quarterly earnings beating estimates on the back Cingular and revenue and margin upside in…
AT&T (T) reported adjusted 3Q06 EPS of 63 cents, ahead of the 58 cent consensus estimate. 2 cents of the upside was widely expected following the strong earnings report from…
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