Posts by: Steve Birenberg
Despite a weaker than expected opening for Mission: Impossible III, the weekend box office rose 24% against easy year ago comparisons. Based on the data I use from BoxOfficeMojo.com, the…
Disney (DIS) reports its 2Q06 after the close on Tuesday. Consensus calls for 31 cents against 32 cents a year ago. DIS has forecast a backend loaded year leading to…
NTL Incorporated (NTLI) shares have held onto most of their gains following the early March closure of the company's merger with Telewest. Since that time, the company has also formally…
The company's 2006 guidance is actually quite a bit below my prior expectations due to a complete restructuring at TV Nova in the Czech Republic and higher than expected losses…
Warner Music (WMG) reported very strong March quarter results this morning. EMI, which is trying to buy the company, now has extra incentive to raise its price slightly. The combination…
Bidders for Univision (UVN) won’t have to adjust their models very much based upon the company's 1Q06 earnings report. Revenues were about $10 million light, but margins were better than…
I think the numbers from DirecTV (DTV) look pretty good. The results support the company's new strategy to focus on profitable growth even if it means slightly slower subscriber growth.…
Here are the comments I wrote yesterday as soon as I got off the CETV conference call. I'll post a more complete analysis Monday morning after I finish updating my…
Jim Cramer mentioned NTL Incorporated (NTLI) bullishly last night on Mad Money, including a mention of my analysis on StreetInsight.com that is also posted here. With Cramer putting the stock…
Central European Media Enterprises (CETV) reports before the open tomorrow. The company should also provide full year 2006 guidance and possibly comments on 2007. I am confident in the 2006…
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