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VIAB vs. ETF Alternatives
Viacom, Inc. is an entertainment content company that connects with audiences in over 160 countries and territories and creates television programs, motion pictures, short-form video, applications , games, consumer products, social media.
Wednesday, Dec 112013, 8:36 AM
Wednesday, Dec 112013, 8:36 AM| Comment!
- Anchorman 2 is forecast to almost double the box office haul of the original movie to earn $165M for Paramount (VIAB).
- Like the original, the film is expected to have a healthy afterlife on Netflix, streaming, and DVD as it registers as a cult classic.
- Paramount has unleashed one of the largest viral marketing campaigns in history with the buildup to the film including mobile games, museum exhibits, Dodge commercials, a naming of a business school at a college (?), and a Ben & Jerry's ice cream flavor which all feature Will Ferrell in character as Ron Burgundy.
- Ferrell and director Adam McKay are well-entrenched in the creation of Internet buzz through their Funny or Die website, but have rattled Hollywood with the extraordinary lengths they have gone to with Anchorman 2.
- Ron Burgundy on Sportscenter
Monday, Dec 92013, 1:42 PM
Monday, Dec 92013, 1:42 PM| Comment!
- The cost of programming was a key point during Viacom's (VIAB) presentation at a media conference today.
- Execs says the company will try to stick to an increase in programming costs in the mid- to high-single digit range.
- The risk of an unbundled Pay-TV sector is dismissed rather easily.
- Of note, CEO Philippe Dauman says he sees a strong chance that a virtual multichannel provided will launch next year. It wasn't clear if the exec had an inside line on what Google, Sony, or Intel might be up to in that area.
- UBS Global Media and Communications Conference webcast
Wednesday, Dec 42013, 9:52 AM
Wednesday, Dec 42013, 9:52 AM| Comment!
- Higher spending on programming by network owners is paying off immediately in the form of increased revenue from content, according to media analysts.
- The most recent round of reports from Time Warner (TWX -0.4%), CBS (CBS +0.4%), Viacom (VIAB -0.4%), and 21st Century Fox (FOXA -0.8%) show higher program costs were offset by licensing and advertising revenue. Even big sports rights deals from Disney (DIS -0.7%) and NBC (CMCSA) appear to be adding enough profits to justify the steep costs.
- What to watch: A breaking point on programming costs could be seen in the future with the Pay-TV industry (DISH, DTV, CHTR, CVC, TWC) dabbling with smaller bundles for consumers.
- Related ETF: PBS.
Friday, Nov 152013, 1:38 PM
Friday, Nov 152013, 1:38 PM| 1 Comment
- Broadcasters with popular content continue to benefit as the bidding war for shows and movies intensifies with more companies enter the streaming and VOD realm.
- Not only are cable and satellite firs paying more, but Amazon and Netflix are opening up their cash hoards to land exclusive deals, and even new-to-the-scene players such as Verizon, Target, and Wal-Mart are having an influence.
- Just in today's news alone, Comcast announced it would sell digital movies to subscribers and 20 Century Fox Television says there was a "vigorous bidding war" for The Simpsons in a rerun deal that is believed to be the priciest ever.
- Media stocks to watch: AMCX, LGF, DIS, TWX, DISCA, CBS, FOXA, VIAB
Thursday, Nov 142013, 8:11 AM|Thursday, Nov 142013, 8:11 AM| Comment!
Thursday, Nov 142013, 7:05 AM
Thursday, Nov 142013, 7:05 AM| Comment!
- Viacom (VIAB) beats profit estimates for its FQ4 as it reports strong results across its business units.
- Segment revenue growth: Media Networks +7% on rate increases in global and domestic markets; Filmed Entertainment +11% driven by release of World War Z.
- The company says its accelerated pace of revenue helped to offset increased programming and corporate expenses. (PR)
Thursday, Nov 142013, 6:55 AM
Thursday, Nov 142013, 12:05 AM
Wednesday, Nov 132013, 5:30 PM
Wednesday, Nov 132013, 1:02 PM
Wednesday, Nov 132013, 1:02 PM| 2 Comments
- Netflix (NFLX) is being pitched a deal by major movies studios to buy exclusive rights to a miniseries that would be released in movie theaters initially in one- to two-hour episodes.
- The company is reported to be torn on the issue if landing early rights to the filmed episodes outweighs straying from its binge viewing model.
- If nothing else, the discussions highlight the advantage of being on the content side (DIS, SNE, VIAB, CMCSA, LGF, TWX, AMCX, DISCA, SNI) of the media business as new distribution channels emerge.
Saturday, Nov 92013, 10:48 AM
Saturday, Nov 92013, 10:48 AM| 10 Comments
- Movie studios continue to double down on superhero franchise films in the hopes of hitting the paydirt despite the risk of oversaturation.
- The increasing pace of superhero releases could create a "major blood bath" next summer, warns Relativity Media CEO Ryan Kavanaugh. He sees a potential ripple of major losses ($400M-$500M) as studios reach too far with their superhero tentpoles.
- Though smaller studios bring in financiers to share the cost and the risk, the majors are more likely to go it alone.
- Related stocks: DIS, SNE, VIAB, CMCSA, LGF, TWX.
Thursday, Oct 312013, 8:29 AM
Thursday, Oct 312013, 8:29 AM| 4 Comments
- Time Warner Cable (TWC) reports it lost 304K video customers in Q3 after analysts expected a drop of around 182K.
- The quarter included a high-profile blackout of CBS from key TWC markets which undoubtedly played a factor.
- What to watch: The company's painful loss of subscribers adds a big wildcard to future negotiations between broadcasters and cable/satellite players.
- Related stocks: TWX, CMCSA, FOXA, CHTR, DISH, DTV, VIAB, AMCX, CVC, DIS.
Friday, Oct 252013, 12:48 PM
Friday, Oct 252013, 12:48 PM| 7 Comments
- A growing number of networks are reportedly saying they won't buy new shows from TV studios unless they can retain the streaming rights until the current season ends.
- FX and Turner are two of the networks which have drawn a line in the sand, according to Vulture.
- The actions from the networks are a calculated shot at Netflix (NFLX -1%) which has disrupted the ad model by striking lucrative deals with studios for early looks at TV shows.
- It's put pure heroin into the veins of studio executives," laments one network exec.
- Related stocks: CBS, DIS, AMCX, VIAB, TWX, CMCSA, FOXA.
Friday, Oct 252013, 9:19 AM|Friday, Oct 252013, 9:19 AM| Comment!
Monday, Oct 142013, 1:41 PM
Monday, Oct 142013, 1:41 PM| Comment!
- Bernstein Research's Todd Juenger has an interesting take on the media industry as he warns that the buyback binge could end for large companies after an eventual increase in interest rates makes the well-worn strategy more expensive.
- He divides media favorites into two camps - the "Organic Growers" (DISCA, FOXA, DIS, AMCX) and "Buybackers" (VIAB, CBS, TWX) - saying the former group should fare better with their earnings model still vibrant.
- 3-year share count reduction scorecard: Viacom -21%, Time Warner -17%, Discovery Communications -16%, Scripps Interactive -12%, CBS -11%, Disney -6%.
Friday, Oct 112013, 11:06 AM
Friday, Oct 112013, 11:06 AM| Comment!
- Hollywood will take its sharpest crack at Wall Street since Gordon Gekko and Bud Fox first graced the screen 26 years ago when The Wolf of Wall Street premieres this year.
- After director Martin Scorsese threatened to delay finalizing the movie in time for the holiday season rush and Oscar contention, it now looks like the Paramount Pictures (VIAB) will open in late November.
- View all 12 replies
johnbarleycorn:: So the idea is to make .67 on each share of NXY. (around 3%)
Chris DeMuth Jr.:: From here, yes. That is the idea. Probably this month. Please contact me with any questions or interest. We are following it actively.