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TWX

Time Warner Inc.

6/19/2013, 8:41 AM ET

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Monday, June 17, 6:54 AM Man of Steel took in $125.1M over the weekend (Thursday-Sunday) to soar above the estimate of analysts and set up the Warner Bros. (TWX) film for a trilogy. Close to 80% of the first-run showings were in 3-D and IMAX. 1 Comment [Consumer]
Monday, June 17, 2:13 AM Time Warner's (TWX) "Man of Steel" enjoyed a super opening weekend, generating almost $200M in worldwide ticket sales, including $125.1M in the U.S. and Canada. Given that the Superman reboot has also taken in $170M from promotional partners, the film has nearly covered its $375M production and marketing costs. The success of the film so far has strengthened speculation about sequels and a "Justice League" flick. Comment! [Top Stories, Consumer]
Friday, June 14, 11:04 AM Warner Bros. (TWX) spent an estimated $225M to make Man of Steel in the hopes the film will kickstart a whole new string of hits for the franchise. The box office estimate for the opening weekend in the U.S. is right around $115M of which the studio will get a decent cut. What to watch: If the film is a box office and critical success, look for more talk of sequels and a potential Justice League movie down the road. Comment! [Consumer]
Friday, June 14, 4:47 AM Intel (INTC) is reportedly encountering difficulty in signing up programming deals for its upcoming online TV service, with major media companies such as Disney (DIS), Time Warner (TWX), Viacom (VIA), News Corp (NWS) and Comcast (CMCSA) yet to sign on. Pressure from cable TV providers such as Time Warner (TWC) is one reason, as is a fear of damaging the current lucrative ecosystem that the content and service providers enjoy. 21 Comments [Tech, Consumer]
Thursday, June 13, 3:39 PM The glass half full: George Lucas and Steven Spielberg weren't sounding the death knell for the movie industry when they warned of an implosion but a paradigm shift away from multiplex theaters (CKEC, CNK, IMAX, RGC). When the day comes when mega-budget films from top studios (CMCSA, DIS, TWX, LGF, SNE, DWA) bomb at the box office, look for new mediums at home to emerge as first-run options. "There has never been more exciting potential," notes Spielberg. (video) 4 Comments [Consumer]
Thursday, June 13, 1:52 PM George Lucas and Steven Spielberg tell an audience at USC that the film industry is heading toward giant upheaval as distribution in the industry evolves. The iconic pair see the theater industry heading toward an increase in premium seating in large-sized theaters (think IMAX) for big-budget films and note that cable networks which have an easier time turning a profit (think HBO (TWX)) will be a logical channel to release more films. 3 Comments [Consumer]
Wednesday, June 12, 9:51 AM The number of households with pay-TV is forecast to rise to 1B homes globally by 2018 led by growth in China and India, according to Digital TV Research. Though it's tricky separating the potential winners from losers in the sector (DTV, DISH, TWX, NFLX), the PowerShares Dynamic Media ETF (PBS) is something of a catch-all for the trend toward growth in the media industry. Top holdings: Dish 5.13%; Disney 5.11%; Google 5.10%; DirecTV 5.07%. Comment! [Consumer, Quick Ideas]
Tuesday, June 11, 6:10 AM The original "Superman" movie in the late 1970s may have pioneered the superhero blockbuster, but films based on Marvel (DIS) characters have grossed 47% more on average than those from DC Comics. In total, Marvel films have brought in $5.3B domestically since 1998 vs $3B for DC going back to 1978. DC owner Time Warner (TWX) is no doubt hoping that the "Man of Steel" Superman flick, which is due to be released this week, will help balance things out. Comment! [Consumer]
Monday, June 10, 2:33 PM Time Warner (TWX -2%) trades lower after Barron's Leslie Norton tees up the media company as a stock that could be trading ahead of itself. Though a pickup in ad spending looks likely, and the spinoff of Time Inc. could unfurl some value for TWX shareholders, the 64% 52-week runup looks a little overdone to Norton. Comment! [Consumer, On the Move]
Thursday, June 6, 10:48 AM Time Warner (TWX -0.1%) forms a partnership with China Media Capital to jointly invest in media properties. The firms say the crux of the deal is creating premium content for a new generation of consumers. Comment! [Consumer]
Friday, May 31, 11:28 AM HBO (TWX -0.1%) CEO Richard Plepler told the audience at the Nomura Global Media & Telecom Summit that although no imminent plans are in place, he sees HBO Go as a viable standalone offer one day for consumers which won't require a pay TV subscription. The exec also dismissed the idea that Netflix will poach the company's creative talent in its bid to boost original programming, noting Tom Hanks and Steven Spielberg keep coming back. (webcast) Comment! [Consumer]
Friday, May 31, 9:14 AM A booming box office in China has major film studios (SNE, VIAB, CMCSA, LGF, TWX) catering more than ever to Chinese audiences. While passing censors in China was once the focus for U.S. film producers, now scripts are being edited not to offend. Dreamworks Animation (DWA) CEO Jeffery Katzenberg on the trend: "We used to blacklist screenwriters for being communists. Now we’re taking script notes from a communist government." 1 Comment [Consumer]
Friday, May 31, 6:49 AM Time Warner (TWX) CEO Jeffrey Bewkes sold stock worth $12.2M this week to reduce his direct holdings by 81%, according to SEC filings. The insider sales comes with TWX near multi-year highs. (Form 4) Comment! [Consumer]
Tuesday, May 28, 12:12 PM In a weekend battle of franchises, Universal Pictures saw Fast & Furious 6 beat The Hangover Part III from Warner Bros. over the four-day holiday weekend by a wide margin ($120M vs. $51.2M). Though at times a weekend win at the box office is more about bragging rights than trickle-down revenue to the parent company, for Comcast (CMCSA -0.2%) and Time Warner (TWX +1.2%) the box office scorecard over the Memorial Day weekend could reveal the death of one franchise and the survivability of the other. Comment! [Consumer]
Monday, May 27, 2:06 AM It's been a "Fast & Furious" weekend for the the sixth outing of the Vin Diesel vehicle, with the film leading the box-office charts with sales of $98.5M so far, the largest ever debut for Comcast's (CMCSA) Universal Pictures. Coming in at No. 2 was Warner Bros.' (TWX) comedy, The Hangover Part III, which generated $42.4M. Fast & Furious 6 is projected to earn $122.2M over the four-day Memorial Day period, while total movie receipts are forecast at $323M, slaying the 2011 record of $276.3M. Comment! [Consumer]
Friday, May 24, 8:41 AM Annual shareholder meeting headaches: An increasing trend at this year's round of shareholder meeting for major companies is a rash of negative publicity from loud activist shareholders looking to score points on political issues. McDonald's (MCD) had to engage in spirited debate and a shareholder vote on childhood obesity - while CBS (CBS) had its meeting nearly taken over by a pro-Israel group. During the Q&A session of Time Warner's (TWX) meeting, CEO Jeff Bewkes was bombarded with complaints over CNN's coverage on major issues. Though the companies won all the important shareholder votes, execs appeared a little more bedraggled than normal. 19 Comments [Consumer]

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