From other sites
at Zacks.com (Mon, 6:15PM)
at CNBC.com (Mon, 6:22AM)
at Zacks.com (Dec 18, 2014)
at Zacks.com (Dec 17, 2014)
at CNBC.com (Dec 12, 2014)
at Nasdaq.com (Dec 10, 2014)
at Zacks.com (Dec 5, 2014)
at Nasdaq.com (Dec 2, 2014)
at CNBC.com (Dec 1, 2014)
at Zacks.com (Nov 26, 2014)
FX Looks To Continue Being A Major Part Of Fox's Success In 2015 Despite End Of 'Sons Of Anarchy'The Entertainment Oracle • Wed, Dec. 17
- FX launched itself into the cable TV conversation courtesy of ‘there is no box’ type shows like ‘The Shield’ and ‘Nip/Tuck’.
- Series like ‘Sons of Anarchy’ and ‘American Horror Story’ continued the network’s strong presence with viewers and pull with advertisers.
- Even with ‘Sons of Anarchy’ exiting, the network has a strong support system to keep ratings high with promising new prospects.
- FX fits in nicely with Fox’s other major subsidiaries including its broadcast TV channel and film studio.
Fox Looks To Rise To Top Of The Box Office With 'Exodus: Gods And Kings'The Entertainment Oracle • Sat, Dec. 13
- Fox’s ‘Exodus: Gods and Kings’ is expected to knock ‘The Hunger Games: Mockingjay – Part 1’ from the top spot at the box office this weekend.
- The movie is projected to do between $25 million and $30 million in business, but that would still put it behind other recent religious based films like ‘Noah’.
- ‘Exodus’ got an early jump with the international market last weekend and earned a strong total from just a few key markets which gives its studio hope for this weekend.
Fox Posts Revenue Growth Amid Slowdown In Growth Of Advertising SpendingLucrative Advice • Fri, Nov. 28
- Fox reported an 11.7% increase in the revenues of the network operator, which came in at $7.887 billion.
- Net income attributable to stockholders was $1.037 billion; a 17% year on year increase.
- It is believed that the lower ratings received for shows being run on the cable network have contributed to a 5% decline in the advertising income for the media company.
- While Magna Global has projected US ad growth at 3.3% next year, it has lowered its forecast for TV ad revenue growth for the next year from 3.8% to 2.3%.
- Share prices have declined nearly 4% in their value year to date. Investors should wait until the direction of Fox is a little clearer before they invest in these stocks.
- 21st Century Fox shares have traded firmly in the low- to mid-$30s for most of the year. Do shares expect to remain stagnant?
- Rupert Murdoch, at the helm of the corporation, aims to augment a disappointing quarter.
- We will attempt to address 21st Century Fox’s near- and long-term prospects by taking a brief look at its business and performing an easy-to-follow SWOT analysis.
Fox: 'Book Of Life' Looking To Take Pages Out Of 'Maze Runner', 'Gone Girl' And Other Recent Studio Success StoriesThe Entertainment Oracle • Sat, Oct. 18
- Fox has been on a box office role lately with its successful film adaptations of "The Maze Runner' and "Gone Girl."
- "The Book Of Life" will play well with families and the Hispanic demographic as a result of its Day of the Dead roots.
- Fox’s TV divisions are also doing well, thanks to the success of "American Horror Story" and 'Gotham."
Twenty-First Century Fox: Major Media Is Still A Major Buy?
- FOXA has underperformed its major peers of late.
- Mainly because a number of investors were disappointed by the failed bid for TWX.
- But FOXA still appear to be one of the most compelling investments in big media..
Fox: FX's 'American Horror Story' Breaks Records And Solidifies Network's FutureThe Entertainment Oracle • Wed, Oct. 15
- 'American Horror Story' has consistently been one of FX's strongest series with both critics and viewers.
- The anthology's latest installment 'Freak Show' debuted to record numbers, making its premiere the most watched single-episode in FX's history.
- The continued success of 'American Horror Story' comes at an ideal time as FX is preparing to lose two of its most well-known programs.
Fox: Studio Looking To Keep Momentum Going With David Fincher's 'Gone Girl'The Entertainment Oracle • Fri, Oct. 3
- ‘Gone Girl’ is the latest film adaptation of a popular book to open with solid buzz.
- Fox recently saw success with ‘The Maze Runner’ and while ‘Gone Girl’ targets a different demo, the studio can still use a similar road map.
- The box office may have shown signs of life in recent weeks, but still is expected to close the year significantly lower than last year.
- Fox has had a strong fall on TV thanks to shows like ‘Gotham’ and ‘Sons of Anarchy.’.
Fox: FX's 'The Strain' And FXX's 'Simpsons' Acquisition Combine With Return Of '24' To Give TV Division Strong Summer
- Both of Fox’s film and TV divisions had a strong summer but its TV division has a few more bumps to overcome.
- Cable networks FX and FXX had a easier time than Fox’s broadcast network but all three had success.
- FXX is the big winner among all three networks as a result of its acquisition of The Simpsons and subsequent mega marathon ratings.
- Fox has an increasing sense of urgency to replace its fading American Idol.
- Its new reality series 'Utopia' is a big step towards reinvigorating its TV segment.
- If it is a hit, there will be a significant secondary revenue stream from those wanting to watch every detail of the series when they want.
- 'The Simpsons' is one of TV's most iconic series of all time.
- After 25 years the series is finally coming to cable through a syndication deal with FXX that includes multiple viewing options.
- FXX is a part of Fox, which through the broadcast channel and FX cable network is already a powerful force...but FXX has gotten off to a rocky start.
- FXX spent a record amount of money on the well-known brand in a bid to get more people to tune into the network and stay tuned in afterwords.
- This new model is potentially setting the groundwork for future deals taking place in an increasingly crowded online medium.
- Broadcast TV remains the biggest challenge for FOXA, as American Idol continues to slip.
- Cable and film continue to be robust, led by affiliate and retransmission fees pricing power, and good film choices.
- 2016 could be a huge break-out year, with political spend soaring and Avatar 2 to be released.
Fox: Studio Hoping 'Let's Be Cops' Mimics Success Of 'Neighbors,' '22 Jump Street'The Entertainment Oracle • Wed, Aug. 13
- Following a successful summer Fox looks to end the season on a high note with 'Let's Be Cops'.
- Despite a trend of adult comedies like 'Neighbors' and '22 Jump Street' doing well, the failure of 'Sex Tape' doesn't bode well for 'Let's Be Cops'' box office chances.
- Fox's film division has a strong fall roster and its TV channels (Fox and FX) each have highly anticipated programming coming soon that could help boost overall investor confidence.
- Twenty-First Century Fox reluctantly admitted defeat in its campaign to acquire Time Warner.
- This move by management sheds light on the company's earlier decision to divest certain assets.
- Despite the fact the company is now without a partner in an era of consolidation, the company's share buyback plan has a chance of creating shareholder value.
- 21st Century Fox reported fourth quarter revenue growth of 17% to $8.42 billion and net income of $999 million compared to -$371 million in 4Q2013.
- The Filmed Entertainment segment was the biggest driver of revenue growth with a 38% year-over-year increase to $2.8 billion.
- My original article outlined how the strength in Fox's movie studio this quarter and continuing through the rest of 2014 would drive revenue growth for the company.
- Fox withdrew its offer to buy Time Warner late Tuesday, and saw large gains in evening trading after making the announcement.
- The move could be a strategic way to force Time Warner to respond, but the timing is interesting coming the day before Fox’s earnings announcement.
- Keep an eye on Fox’s earnings tomorrow.
- Twenty-First Century Fox has to meet very high expectations.
- Over the past few years, the company has outperformed Disney in terms of revenue growth and both it and Comcast in terms of rising profitability.
- There is, however, a catch to the company's soaring profits that investors would be wise to account for.
Twenty-First Century Fox: The Big Studio Has Enough Star Power This Earnings SeasonRobert Weinstein • Tue, Jul. 29
- Merger with Time Warner on ice, but shares are at pre-speculation support again.
- Option premium is high - creating opportunity for longs and shorts.
- Analysts like the stock and expecting a big gain when the studio reports.
- Fox's movie studio, 20th Century Fox, became the first studio to reach $1 billion in gross domestic revenue during 2014.
- FY 4Q2014 will see a more than 200% revenue increase in its filmed entertainment division, which accounts for nearly one-third of Fox's overall revenue.
- With strong earnings in FY Q4 2014 and easy revenue comparisons remaining in 2014, 21st Century Fox has more than 20% upside.
Wed, Dec. 24, 8:10 AM
- Media analysts expect an announcement shortly from Sony Pictures (NYSE:SNE) on how it plans to distribute The Interview online.
- The options for the movie studio are plentiful - including using a powerhouse tech outlet such as Google (via Google Play or YouTube), Apple, or Netflix.
- Sony-owned Crackle is also an option as is a deal with a pay-TV operator.
- What to watch: A successful online launch of the film could have some wider implications for movie studios (LGF, VIAB, VIA, TWX, DIS, FOXA) and theater chains (RGC, CKEC, AMC, CNK) with the industry's mainstream distribution model showing some signs of cracking.
Fri, Dec. 19, 12:42 PM
- DirecTV (DTV +0.1%) says subscribers will have access to the TV Everywhere offerings from Fox Networks (NASDAQ:FOXA).
- Beginning in January, DirecTV Everywhere will also include VOD content from Fox.
- DirecTV's strategy to offer streaming services from within the TV Everywhere platform differs from satellite rival Dish Network which is going with an OTT product.
Wed, Dec. 17, 7:57 AM
Tue, Dec. 16, 1:23 PM
- A new company formed through a partnership between Tribune Media (OTCPK:TRBAA), Spanish-language Univision, and Fox Television Stations (NASDAQ:FOXA) plans to measure local ratings of content across both digital and TV channels.
- NewCoin will begin the initiative with a test run in Dallas.
- Nielsen (NYSE:NLSN) and Rentrak (NASDAQ:RENT) are leaders in the TV/digital ratings business.
Fri, Dec. 12, 12:13 PM
- Time Warner (NYSE:TX) CEO Jeffrey Bewkes speculated on the potential for a mega-merger in the media industry yesterday during a discussion at a conference sponsored by Dealbook.
- The exec mentioned CBS (NYSE:CBS) and Viacom (VIA, VIAB) as two companies that might like to combine within the sector.
- Time Warner remains very much in the M&A discussion after spurning an $85-per-share offer from 21st Century Fox (NASDAQ:FOXA) earlier this year.
- "I don’t want to talk about it," says Bewkes after already pointing to the elephant in the room.
Thu, Dec. 11, 2:28 PM
- Nielsen reports that so-called digitals, what the company calls consumers aged between 12 and 24, saw 7.1 movies in theaters this year - compared to the 8.4 movies the group saw the previous year.
- Moviegoers between the ages of 25 and 44 increased the number of theater trips this year to 8.1 from 7.7 in 2013.
- No great surprise, but digitals increased the amount of content they streamed this year, including more full-length movies.
- Perhaps of interest to studios (LGF, SNE, CMCSA, TWX, FOXA, DIS), a majority of digitals say they trust trailers and the opinions of friends over movie commercials aired on TV.
- Full Nielsen report
- Theater stocks: CKEC, AMC, CNK, RLD, IMAX, RDI, MCS.
Thu, Dec. 11, 7:21 AM| Comment!
Tue, Dec. 9, 12:29 PM
- 21st Century Fox (FOXA -1.2%) co-COO James Murdoch had his say on online TV at the UBS Global Media and Communications Conference today.
- Murdoch sounded a lot like CBS head honcho Les Moonves in making the claim that an over-the-top product could be complementary to pay-TV - instead of a replacement.
- He also spent some time discussing the efforts to chip away at ESPN's dominance in sports with FoxSports1, noting progress had been made but more time is needed to create a thriving ecosystem.
Thu, Dec. 4, 3:33 PM
- Starz (STRZA -3.8%) still has considerable potential to be purchased by a larger media company despite CBS walking away, writes Congress Wealth Management CIO Peter Andersen.
- Anderson thinks Comcast (CMCSA -1.5%) or 21st Century Fox (FOXA +1%) might be interested in pulling the trigger near the expected Starz deal price of $5B.
Thu, Dec. 4, 11:53 AM
- There might be a little sweat on the brow of NFL owners as a new bill introduced by Senator Richard Blumenthal takes dead aim at the permanent anti-trust exemption status enjoyed by the pro football league.
- The powerful exemption has helped the value of NFL teams exceed most asset classes over the last two decades.
- A hearing today of the Judiciary Committee includes debate on the topic and the league's handling of player scandals.
- If the NFL were to lose the anti-trust exemption (still considered a long shot) - it would allow broadcasters to negotiate media deals piecemeal.
- Escalating sports rights costs are a major consideration for CBS (NYSE:CBS), NBC (NASDAQ:CMCSA), ESPN (NYSE:DIS), Turner (NYSE:TWX), and Fox (NASDAQ:FOXA).
Wed, Dec. 3, 7:43 AM
- Americans decreased the amount of daily time spent watching TV by 4.4% Y/Y to 4 hours and 32 minutes in Q3, according to a new report from Nielsen.
- The amount of time viewing video on the Internet and time-shifted content both rose during the quarter.
- "What used to be a schedule to watch programming now seems like little more than a suggestion," observes Nielsen.
- This year's upfront ad meetings saw flat sales for broadcast networks and a 6% decline in ad sales for cable networks.
- Related stocks: NFLX, FOXA, CBS, CMCSA, DIS, SNE, AMCX, TWX, VIAB, DISCA, SNI.
Mon, Nov. 24, 3:43 PM
- Twenty-two spinoffs have been completed in 2014, the most in a decade, and another 28 have been announced. Among the catalysts are activist investors, so Credit Suisse screened for companies with multiple business segments, slow growth, and stocks trading for lower multiples than peers, in other words, "good, quality companies that are struggling to grow."
- The list is heavy on big media names like Time Warner (NYSE:TWX) and Twenty-First Century Fox (NASDAQ:FOXA), big tech like Oracle (NYSE:ORCL), Symantec (NASDAQ:SYMC), and IBM, and big industry like Lockheed Martin (NYSE:LMT), Ingersoll-Rand (NYSE:IR), and Raytheon (NYSE:RTN), but just two financial names - Travelers (NYSE:TRV) and Torchmark (NYSE:TMK).
- The rest: MO, CA, WU, DPS, PBI, SJM, HRS, SWK, EMR, WLP, MAT, GE, SNA, LLL, ITW, STJ, PDCO, HPQ, DLPH, HAS, NAVI, GME, CBS, JNJ, SLB.
Fri, Nov. 21, 7:41 AM
Tue, Nov. 18, 9:41 PM
- Nielsen (NYSE:NLSN) will begin tracking TV viewership on online subscription services in December, sources tell the WSJ.
- The technology used by Nielsen to derive the ratings measurements won't require any cooperation from streamers such as Netflix (NASDAQ:NFLX) or Amazon Prime (NASDAQ:AMZN).
- The development could help content owners compute the impact of licensing their programming and prevent them from having to negotiate in the dark.
- Related stocks: TWX, AMCX, CBS, CMCSA, DIS, FOXA, SNE, LGF, VIA, VIAB, RENT.
Thu, Nov. 13, 8:46 PM
- Sony's (NYSE:SNE) new online TV package will price at $60 to $70 per month, estimates Re/code.
- It's a level that is twice what Dish Network (NASDAQ:DISH) plans to charge for a slimmer package, although one that includes ESPN.
- Programming on the Sony streaming service will feature shows from CBS, Discovery Communications, Fox, NBC, Scripps Networks, and Viacom.
- The pitch from the Japanese media giant is that cord-cutters will be drawn in by the captivating way of accessing the content through gaming consoles. A cutting-edge discovery and recommendations service for users is also highlighted by execs.
- Regulatory watch: Potential rule changes from the FCC could level the playing field for the new streamers as they work out their content deals.
- What to watch: A fragmented pay-TV landscape could benefit content producers (DISCA, CBS, FOXA, DIS, LGF, TWX, AMCX) in the short-term as competition heats up, while creating a pricing headache for cable/satellite/telco players (CMCSA, CVC, CHTR, DISH, T, DTV, VZ, TWC).
- The Netflix factor: Many media analysts consider Netflix (NASDAQ:NFLX) an add-on for consumers - instead of an either/or decision with online TV.
Tue, Nov. 11, 7:24 AM
- The FCC votes to uphold a previous ruling by its Media Bureau covering the access by third parties to pay-TV contracts.
- In-person access to the information will open up on November 17 unless programmers win a new court order.
- FCC statement (.pdf)
- Related stocks: DIS, CBS, AMCX, TWX, VIAB, SNI, FOXA, CMCSA, CRWN.
FOXA vs. ETF Alternatives
Twenty-First Century Fox Inc is a diversified media and entertainment company. It operates in five business segments: Cable Network Programming, Television, Filmed Entertainment, Direct Broadcast Satellite Television, and Other Corporate and Eliminations.
Other News & PR