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The news from Prague about last week's analyst meeting for Central European Media Enterprises (CETV) sounds good. Nothing earth-shattering but a good turnout, solid presentations by local operating management, and…
Lions Gate Entertainment (LGF) reported a mixed quarter with revenue and free cash flow slightly ahead of estimates and EBITDA and EPS at the very low end of the range…
Speculation reemerged two weekends ago that the NTL-Telewest (NTLI-TLWT) deal may be intercepted by private equity investors. As reported by the UK newspaper The Sunday Express, Ajax Partners is considering…
I don't share the view that some tipping point was reached and the TV network model was changed forever by the announcements that NBC and CBS would sell individual programs…
I don't think Knight-Ridder (KRI) is likely to receive a takeover much more than 10% above the current price. Further, I don't think the current situation surrounding KRI is likely…
Echostar (DISH) reported 3Q05 revenue and EBITDA right in line with expectations at $2.1 billion and $501 million, respectively. However, the EBITDA figure included a $35.1 million one-time benefit. Therefore,…
My initial reaction when I read through the Cablevision (CVC) earnings report was that the shares would trade off because EBITDA from the cable business was light of expectations by…
Central European Media Enterprises (CETV) reported solid 3Q05 EPS last week in a seasonally weak quarter. The market liked the results and the stock is set up well heading into…
DirecTV (DTV) reported slightly disappointing 3Q05 results primarily due to higher than expected churn and retention marketing. Revenue of $3.2 billion was a little shy of estimates while EBITDA of…
Elements of Comcast's 3Q05 earnings report are disappointing and they are elements that will matter to the Street. While top line revenue growth and EBITDA growth closely tracked Street estimates,…