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TWX

Time Warner Inc.

5/21/2013, 6:07 PM ET

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Thursday, May 16, 9:51 AM Turner Broadcasting says it will stream content for TNT and TBS as part of its TV Everywhere package with major cable companies. The bigger issue: As more media giants join Time Warner (TWX -0.5%) in supporting multi-platform distribution, it increases the odds that mass cord-cutting by consumers can be averted. (Related: Cable companies might buy Hulu) Comment! [Consumer]
Wednesday, May 15, 6:43 AM Time Warner (TWX) seeks approval from the European Commission to exercise voting rights in proportion to the 49.9% stake in broadcaster Central European Media Enterprises that it holds. The commission says it will make a decision prior to June 17. Comment! [Consumer]
Monday, May 13, 7:55 AM CNN says it will launch a three-hour morning show aiming to rattle the stranglehold NBC's Today show and ABC's Good Morning America have on the time slot. New CNN boss Jeff Zucker thinks an early start for the show and fresh talent will help it capture high ratings and more advertising dollars for parent Time Warner (TWX). 1 Comment [Consumer]
Monday, May 13, 7:37 AM The U.S. movie box office had a vibrant weekend to make up just a bit for the soft start to 2013. Disney's (DIS) Iron Man 3 scored another $72.5M to record the fourth best second weekend for a film ever, while counter-programmed The Great Gatsby took in $51.1M for Warner Bros. (TWX) on strong female demand. Comment! [Consumer]
Friday, May 10, 2:18 PM The Television Consumer Freedom Act backlash: 1) The bill introduced by Sen. John McCain is getting lots of attention from the cable industry, uniting big cable giants such as Comcast (CMCSA) and Time Warner Cable (TWC) with smaller regional cable companies. 2) Beyond just attempting to force a la carte cable pricing, the legislation also seeks to bar broadcasters from converting to cable networks to avoid tech upstarts like Aereo. 3) The icing on the cake might be what McCain wants to do with sports. The bill calls for banning sports blackouts (bad for DirecTV's (DTV) Sunday Ticket?) and would create havoc with new "super" conferences that are banking on big cable revenue for bundled access (bad for Time Warner (TWX) and New Corp (NWS)?) 2 Comments [Consumer]
Friday, May 10, 12:42 PM The early buzz from Hollywood is that The Great Gatsby is filling theaters and recording strong pre-sales. Film industry insiders think Warner Bros. "counter programmed" spot-on with the intense focus on action and kids movies hitting theaters currently. A box office haul over $35M for the weekend would be a win for the studio and set up the film to ultimately help Time Warner's (TWX -0.2%) Q2 results a bit. Comment! [Consumer]
Wednesday, May 8, 10:25 AM Legendary Entertainment might end it collaboration with Warner Bros., according to Variety. An end to the highly successful movie distribution partnership would be a bit of a curious move after Time Warner (TWX) CEO Jeff Bewkes was just extolling yesterday at a media conference the virtues of valuable franchises from Warner Bros. to the parent company's top line. Comment! [Consumer]
Tuesday, May 7, 2:07 PM Heard during Time Warner's (TWX +1%) presentation at the Jefferies Global Technology, Media and Telecom Conference: 1) CEO Jeff Bewkes says a combination of Time Inc. and Meredith Group (MDP) would have been too complicated to yield profits. 2) Time Inc. might explore strategic partnerships post-spinoff. 3) CNN and HBO are both core properties, although Bewkes concedes one is up and one is down in terms of ratings. Working to create new CNN content that keeps the seriousness intact but also brings in more viewers. 4) On big +$100M budget films, the exec notes franchise properties are generally more predictable and profitable. Building franchises like TWX did with Harry Potter and its eight films is critical. (webcast) Comment! [Consumer]
Tuesday, May 7, 11:09 AM Time Warner (TWX +0.5%) channel TBS will broadcast the 2016 NCAA basketball championship game as part of a rights-sharing deal with CBS. The two networks will then alternate covering the Final Four and championships games starting the next year. The development is interesting with OTA broadcasters threatening the nuclear option (moving to cable) if Aereo is successful in its legal fight to re-transmit their content. Comment! [Consumer]
Sunday, May 5, 11:56 AM Box office roundup: 1) Revenue continues to pour in at a breakneck pace for Disney's (DIS) Iron Man 3. Early estimates for the movie's opening U.S. weekend are for a $170M haul (vs. ~$150M consensus) to push global sales for the film to over $360M. 2) Keep an eye on IMAX (IMAX). The company is seeing the percentage of moviegoers in the U.S. choosing to see big tentpole films in the big-screen format increase - including an impressive 10% this weekend for Iron Man 3. 3) Analysts at Cowen and Co. think Warner Bros. (TWX) could have a big summer with The Hangover Part III and The Great Gatsby set up to beat estimates while they warn DreamWorks Animation (DWA) could struggle with 3D computer-animated film Turbo facing serious competition. 4 Comments [Consumer]
Friday, May 3, 10:33 AM The slow start to the movie season could get a jumpstart from the 22 big-budget films slated for the summer months - compared to the 15 +$100M budget films last summer. Though the industry could make up some ground with theater revenue down 12% Y/Y so far, the crowded schedule will also pressure studios to increase their marketing spending and could leave a few of them with +$150M losses on flops to pass on to their parent companies (SNE, VIAB, CMCSA, LGF, TWX, DWA) . Comment! [Consumer]
Wednesday, May 1, 1:37 PM A standoff between movie studios (SNE, VIAB, CMCSA, LGF, TWX) and China's government over the percentage of the box office take studios can keep could have big implications on revenue totals down the road. Moving to a 25% cut from 13%-17% seemed like a big win, until China starting toying around with some extra taxes to levy on the group. The development is also something to watch for IMAX if it sees its pipeline cut down a bit. The tricky part: Playing hardball with China means studios risk getting banned from the country entirely to see that cut go all the way to 0%. 1 Comment [Consumer]
Wednesday, May 1, 7:32 AM More on Time Warner's (TWX) Q1 earnings: Adjusted operating income and adjusted EPS climb 7% and 22% respectively, results CEO Jeff Bewkes calls "strong" and indicative of the company's content. Analysts at B. Riley's who said TWX may "positively shift the language surrounding guidance," were correct as the company says it is now "even more confident in its full year outlook" which it reaffirms. Revenue for the quarter was light however, due to slow growth in the Film and TV Entertainment segments. (PR) Comment! [Earnings]
Wednesday, May 1, 7:02 AM Time Warner (TWX): Q1 EPS of $0.82 beats by $0.07. Revenue of $6.9B misses by $0.22B. (PR) Comment! [Earnings, Breaking News]
Wednesday, May 1, 6:26 AM Time Warner (TWX) declares $0.2875/share quarterly dividend, in line with previuos. Forward yield 1.92%. For shareholders of record May 31. Payable June 15. Ex-div date May 29. (PR) Comment! [Dividends]
Wednesday, May 1, 12:05 AM Notable earnings before Wednesday’ s open: AB, ADT, AFAM, AFSI, AGN, AH, AMT, ARW, AVA, CCJ, CHK, CLH, CLX, CMCSA, CVH, CVS, DLPH, DVN, ENR, EXAS, EXC,GRMN, GWR, H, HSP, HUM, ICE, IPGP, IQNT, IRM, JRCC, KCG, KFN, MA, MKL, MRK, NVO, PDCE, PKD, POR, PSX, RDC, RDN, SEE, SPW, TLM, TWX, VG, VIAB, VPHM Comment! [Earnings]

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