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Thursday, May 9, 8:04 AM Senator John McCain will introduce legislation shortly to overhaul the TV business by giving consumers the option to buy channels on an individual basis (a la carte) - instead of seeing only large bundles as options. The politician will face fierce resistance from broadcast (NWS, DIS, CMCSA, CBS, AMCX, SNI, OUTD, DISCA, VIAB) and cable companies (CVC, CHTR, TWC) but may have a friend in upstart Aereo which has been rankling a few feathers as well. (Aereo timeline) 28 Comments [Consumer]
Tuesday, May 7, 8:10 AM More on Discovery Communications' (DISCA) Q1: Revenues for U.S. networks rose 1% Y/Y to $686M while international networks grew at a 17% clip. Ad revenue up on pricing and higher delivery. For the full year, the company sees revenue of $5.57B-$5.7B vs. consensus $5.55B. DISCA -2.1% AH. (PR) Comment! [Consumer, Earnings]
Tuesday, May 7, 7:06 AM Discovery (DISCA): Q1 EPS of $0.63 misses by $0.03. Revenue of $1.15B (+7% Y/Y) in-line. (PR) Comment! [Earnings, Breaking News]
Tuesday, May 7, 12:05 AM Notable earnings before Tuesday’s open: ACM, AFAM, AKRX, ALLT, ARCC, ARIA, BCRX, CHTR, CMLP, CNK, CQB, CRZO, CVLT, DFT, DISCA, DTV, DWRE, EMR, ENDP, FE, FOSL, HCN, HFC, HPT, HSIC, KWK, LPX, NRG, NRGY, NVAX, OAK, OMX, PQ, PRGO, RIGL, SHOO, TA, TAP, TDG, TGH, TICC, TRGT, TW, WRES, XEC 2 Comments [Earnings]
Monday, May 6, 5:30 PM Notable earnings before Tuesday's open: ACM, AFAM, AKRX, ALLT, ARCC, ARIA, BCRX, CHTR, CMLP, CNK, CQB, CRZO, CVLT, DFT, DISCA, DTV, DWRE, EMR, ENDP, FE, FOSL, HCN, HFC, HPT, HSIC, KWK, LPX, NRG, NRGY, NVAX, OAK, OMX, PQ, PRGO, RIGL, SHOO, TA, TAP, TDG, TGH, TICC, TRGT, TW, WRES, XEC Comment! [Earnings]
Friday, April 5, 7:52 AM Discovery Communications (DISCA) declares Western Europe to be its new emerging market as execs back the region to see explosive gains. The company has made several key acquisitions in Scandinavia and is now the largest cable programmer outside the U.S. 1 Comment [Consumer]
Saturday, March 16, 11:45 AM The increased focus of media companies to license film and television content to sites such as Amazon and Netflix is irresistible due to the lush margins for streaming video on demand, but the trend also poses a long-term threat to the traditional TV advertising model as new generations of audiences become accustomed to SVOD viewing habits. What to watch: Content companies need to maximize profits without cannibalizing TV ratings for hit shows. Look for more quick SVOD profit hits from CBS (CBS), Discovery Communications (DISCA), Time Warner (TWX), and Viacom (VIA, VIAB) while News Corp. (NWS, NWSA) and Disney (DIS) may have broader streaming plans in mind. 1 Comment [Consumer]
Thursday, February 14, 7:08 AM Discovery (DISCA): Q4 EPS of $0.61 misses by $0.15. Revenue of $1.2B (+8% Y/Y) beats by $0.B. (PR) Comment! [Earnings, Breaking News]
Thursday, February 14, 12:05 AM Notable earnings before Thursday’s open: ABB, ABX, ALXN, ANR, APA, BGCP, BWA, CAB, CRIS, CVE, DISCA, DTV, DVA, DWRE, ECA, GELG, GM, GNC, GNRC, INCY, JAH, LNT, LUFK, MFA, NGLS, NRF, O, OAK, PDS, PEP, PPL, REGN, SHPG, STRA, TAP, UTHR, VMC, WM, ZIP Comment! [Earnings]
Wednesday, February 13, 5:30 PM Notable earnings before Thursday’s open: ABB, ABX, ALXN, ANR, APA, BGCP, BWA, CAB, CRIS, CVE, DISCA, DTV, DVA, DWRE, ECA, GELG, GM, GNC, GNRC, INCY, JAH, LNT, LUFK, MFA, NGLS, NRF, O, OAK, PDS, PEP, PPL, REGN, SHPG, STRA, TAP, UTHR, VMC, WM, ZIP Comment! [Earnings]
Friday, January 18, 4:21 PM Discovery Communications (DISCA +0.5%) gets a bump out of Oprah's exclusive interview with former Tour de France champ Lance Armstrong. According to data, the OWN network - a joint venture between DISCA and Harpo Inc. - had viewership of 4.3M for her soul-bearing chat with the fallen sports icon, her highest-rated weekday telecast ever on the network. Although the numbers are encouraging, its hardly a personal best for Oprah. Some of her interviews on “The Oprah Winfrey Show” scored upward of 10M viewers, and Michael Jackson himself garnered over 62M. Comment! [Consumer]
Wednesday, January 9, 12:34 PM Own Network could see smashing ratings for a January 17 broadcast which will feature an Oprah Winfrey interview with Lance Armstrong in which the cyclist reportedly will come clean on his doping record. The network - a joint venture between Discovery Communications (DISCA -0.5%) and Harpo Inc. - could use the shot in the arm with ratings lagging. 1 Comment [Consumer]
Thursday, December 20, 2012, 1:42 PM Discovery Communication's (DISCA +1.3%) European spending spree will help it move past Viacom to become the leading broadcaster on the continent. At its core, the move is largely about sports. According to CEO David Zaslav, entering the sports market in Europe instead of the U.S. will be the most effective way to tap into the lush opportunities in the segment. Comment! [Consumer]
Monday, December 17, 2012, 7:09 AM A pair of moves by Discovery Communications (DISCA) to expand its operations in Europe (I, II) will be a key driver for earnings as well as add both sports and scripted programming to its content. International sales will account for over a third of Discovery's total revenue haul after the deals kick in, according to CEO David Zaslav. Comment! [Consumer]
Friday, December 14, 2012, 7:32 AM Discovery Communications (DISCA) announces a $1B increase to its stock repurchase program. (Earlier: DISCA buys Nordic assets) Comment! [Consumer]
Friday, December 14, 2012, 7:24 AM Discovery Communications (DISCA) agrees to buy the SBS Nordic operations of ProSiebenSat.1 Group in a deal valued at $1.7B. With the acquisition, the company will add 12 networks in Norway, Sweden, Denmark, and Finland to its portfolio. Comment! [Consumer]

DISCA Discovery Communications, Inc

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Discovery Communications, Inc