Posts by: Steve Birenberg
The broadcast TV networks made their upfront presentations this week. As I've written before, this year's upfront is going to be problematical for the broadcast networks (ABC/Disney, CBS, FOX/News Corp,…
Controversial and rapidly growing retailer American Apparel reported 1Q08 results last night after the close. While there are many extremely positive numbers in the results, I believe that several confusing…
DirecTV reported another strong quarter. Overcoming potential headwinds from the economy, the housing recession, and the loss of AT&T marketing in former BellSouth territories, DTV produced an across the board…
Cablevision reported better than expected results driven by its core Cable operations and Madison Square Garden. Revenues grew 11% to $1.84 billion ahead of consensus of $1.78 billion. EBITDA grew…
News Corporation reported a confusing set of earnings figure. On the call, management said that adjusted EPS were 30 cents vs. the reported figure o 91 cents. The 91 cents…
Disney easily beat estimates with EPS of 58 cents coming in well ahead of the 51 cents consensus estimate. Here are the comments I posted on the quarter on RealMoney.com…
Time Warner (TWX) reported another mediocre quarter even after adjusting for some items that cause the reported numbers to understate the results. Revenue grew just 2% and adjusted EBITDA grew…
Comcast reported good 1Q08 results. EPS matched estimates while revenue, EBITDA, and free cash flow exceeded estimates. Most subscriber metrics also beat estimates. Margins fell slightly as Comcast upped its…
Dreamworks Animation reported better than expected 1Q08 earnings with EPS of 28 cents and revenues of $156.6 million ahead of consensus of 24 cents and $135 million, respectively. The shares…
Fresh signals from Northlake's Market Cap and Style models are in. The Market Cap signal swung back to Mid Cap for May, while the Style signal remains Growth as it…
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