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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.
Tuesday, Apr 151:34 PM
Tuesday, Apr 151:34 PM| 3 Comments
- Aereo gets its day in the Supreme Court next week as it takes on a powerful group of broadcasters (DIS, CMCSA, CBS, FOXA) and the U.S. Solicitor General's office.
- Legal experts are deeply divided on which direction the court will rule in what could be a landmark case for the media industry. Justice Ginsburg is expected to side with the broadcasters and agree that Aereo violates copyright law, while Justice Breyer is tapped to side with Aereo. The other 7 justices are considered a bit of a tossup.
- What to watch: A win by Aereo could lead to a pricing war in the pay-TV industry (CHTR, TWC, CVC, DISH, DTV) due to the low monthly fee ($8-$12/month) it charges to customers. A thriving Aereo could also prompt one of the major providers to unbundle its network packages to move to a la carte pricing. Content providers (DISCA, AMCX, VIAB, SNI, TWX, CRWN,MSG) will be watching the developments closely.
Sunday, Apr 136:44 AM
Sunday, Apr 136:44 AM| 10 Comments
- CBS (CBS) CEO Leslie Moonves received a 7.7% increase in his compensation to $66.9M in 2013, taking his total pay over three years to almost $200M.
- Moonves latest package included a basic salary of $3.51M, a bonus of $28.5M, stock awards of $26.5M and options of $5.85M.
- Sumner Redstone, CBS's 90-year-old chairman and controlling shareholder, received $57.2M, up 83% from the previous year. Redstone's compensation included a $10M bonus and a $45.4M alteration in the value of his pension. Redstone also earned $36.2M as Chairman of Viacom (VIAB), which he controls as well.
- The pay increases at CBS come after 2013 net profit climbed over 19% to $1.88B, and the company's stock price jumped 68%.
Friday, Apr 42:46 PM
Friday, Apr 42:46 PM| 2 Comments
- Nielsen ratings show Disney Junior (DIS) opening up a wider lead over Nick Jr. (VIA, VIAB) and Sprout (CMCSA).
- For the first quarter of the year, Disney Junior had 459K total viewers - compared to 326K for Nick Jr. and 155K for Sprouts.
- The kids network is also showing growing strength with digital channels and consumer product tie-ins.
Wednesday, Apr 29:09 AM
Wednesday, Apr 29:09 AM| Comment!
- Viacom (VIA, VIAB) opened its first retail store for its Nickelodean property in Panama.
- The company has no plans for Nickelodean stores in the U.S. as it sticks with a broad strategy of growing its franchises in emerging markets.
- Look for more Nickelodeaon stores in Panama along with entries into Saudia Arabia and Russia over the next year.
Thursday, Mar 273:45 AM
Thursday, Mar 273:45 AM| 3 Comments
- CEO salaries at companies that generate over $8B in revenues rose 4.1% to a median $9.8M in 2013 as shareholder activism kept a lid on pay, a WSJ-commissioned survey shows.
- While the increase was slightly greater than in 2012, it was well well under the median 25% shareholder return for the companies looked at.
- Clarence Otis of Darden Restaurants (DRI), which is a focus of investor activism, saw his pay drop 24% even as returns increased 4%, and while the compensation of Cisco's (CSCO) John Chambers jumped 49%, returns soared 65%. GameStop's (GME) Paul Raines enjoyed a 92% boost in his salary even though returns rose just 5.4%.
- Other relevant tickers: BBBY, ORCL, NKE, VIAB
Wednesday, Mar 267:07 AM
Wednesday, Mar 267:07 AM| 1 Comment
- Global box office sales rose 4% in 2013 to $35.9B.
- China accounted for a good portion of the gain with sales rising 27% to $3.6B.
- Box office growth in the U.S. was more tepid at 1%. Movie studios (DIS, LGF, SNE, VIAB, TWX, FOXA, VIA, CMCSA) increasingly relied on tentpole releases in the U.S. as the number of titles topping the $100M mark domestically went up to 35 from 31.
- Related stocks: AMC, CKEC, CNK, RGC, MCS, RDI, AMC, IMAX, DCIN.
Monday, Mar 248:28 AM
Monday, Mar 248:28 AM| 6 Comments
- Shares of Comcast (CMCSA) move higher in early trading after a report breaks on advanced talks the company is having with Apple on a streaming TV service.
- Speculation on a Comcast-Apple partnership for an over-the-top video service has been blowing in the wind for quite a while with Apple needing a managed service to deliver an online TV product. Analysts think if deal talks stall, it will be over which companies retains the most control over the customer relationship with the new service.
- Sony (SNE) is the company which has made the boldest move toward an online TV service and will be watching the Apple-Comcast flirtation closely.
- The development could also have some bearing on TV networks (CBS, DIS, AMCX, TWX, FOXA, VIAB, DISCA, MSG, SNI, CRWN) which could benefit if Apple comes knocking on their doors for rights to popular channels.
- CMCSA +1.1% premarket
Thursday, Mar 2011:46 AM
Thursday, Mar 2011:46 AM| Comment!
- Viacom (VIA, VIAB) signs a partnership deal with Tumblr that will allow the company to sell advertising on both media platforms.
- The plan is to offer custom content from Viacom networks such as MTV and Nickelodean on Tumblr in order to help advertisers reach a targeted audience.
- The program will be pitched at this year's Upfront meetings.
Tuesday, Mar 189:00 AM
Tuesday, Mar 189:00 AM| Comment!
- Viacom (VIA, VIAB) has settled a case with Google over copyright violations at YouTube.
- Financial settlement terms weren't disclosed.
- Though the case was run-of-the-mill, a joint statement from the companies hints at further collaboration.
- "This settlement reflects the growing collaborative dialogue between our two companies on important opportunities, and we look forward to working more closely together."
Wednesday, Mar 129:34 AM
Wednesday, Mar 129:34 AM| Comment!
- The Chinese government is considering giving tax breaks to real estate firms which put movie theaters in shopping centers, according to The Hollywood Reporter.
- There are close to 40 Chinese exhibitors that could benefit from the initiative - including AMC Entertainment (AMC) owner Wanda. Lower development costs could also benefit IMAX (IMAX) which is in growth mode in China.
- What to watch: A booming Chinese movie industry will please Hollywood movie studios (TWX, FOXA, SNE, CMCSA, LGF, VIAB) which have been increasingly gearing their strategy around China's box office.
Tuesday, Mar 49:29 AM|Tuesday, Mar 49:29 AM| Comment!
Monday, Mar 34:57 AM
Monday, Mar 34:57 AM| 6 Comments
- Fox Searchlight's (FOXA) "12 Years a Slave" has won the Oscar for the Best Picture and picked up two other Academy awards.
- Warner Bros' (TWX) "Gravity" received the most gongs with seven Oscars, including Best Director for director Alfonso Cuaron.
- Disney's (DIS) "Frozen," which has taken over $1B at the box office, took Oscars for best animated feature film and original song.
- However, Paramount Pictures' (VIAB) "The Wolf of Wall Street" failed to win any awards despite five nominations, while "American Hustle" came away empty handed despite 10 nominations.
- Host Ellen DeGeneres caused Twitter (TWTR) to crash briefly after posting a star-studded selfie that was retweeted over 2M times, setting a new record.
Friday, Feb 149:50 AM
Friday, Feb 149:50 AM| 6 Comments
- JPMorgan analyst Thomas Lee thinks personal spending in the U.S. will hold up enough to give a boost to consumer stocks.
- He has seven large cap consumer stocks lined up as recommended picks for investors to buy. The list runs the gamut from beaten-down retailers to media giants.
- JPM's top consumer stocks: Best Buy (BBY), Coach (COH), Disney (DIS), Lowe's (LOW), Macy's (M), MGM Resorts (MGM), Viacom (VIAB).
Thursday, Feb 1312:48 PM
Thursday, Feb 1312:48 PM| 5 Comments
- The media industry is busy evaluating the impact of a Comcast-Time Warner Cable merger even if the DOJ clips the size of the deal a bit.
- A key word for content providers today is leverage. A larger Comcast (CMCSA), (broadband and Pay-TV) would give it additional clout in negotiating retransmission contracts with networks (CBS, FOXA, AMCX, DISCA, SNI) and studios (DIS, TWX, LGF, SNE, DWA, VIAB) for home video sales.
- The relationship between streaming firms and Comcast could get more complicated. Though studios rake in money from Netflix, if Comcast ever decides to charge its massive base of broadband subscribers on a usage basis - both Netflix (NFLX) and Hulu are in harm's way.
- Companies with future ambitions in the online TV area (think Sony) might see additional pressures from a larger Comcast. In theory, the media giant could launch a similar national service.
- Related ETFs: PBS
Thursday, Jan 3012:04 PM
Thursday, Jan 3012:04 PM| 2 Comments
- Media stocks are notable out-performers today as earnings report in the sector continue to come in favorable and more content deals across platforms and geographic regions signal more revenue potential for companies on the content side.
- Advancers: CBS (CBS) +4.0%, Disney (DIS) +3.2%, Twentieth-Century Fox (FOXA) +4.7%, Lions Gate (LGF) +3.7%, Viacom (VIAB, VIA) +4.5%, Time Warner (TWX) +2.9%.
- Related ETFs: PBS
Thursday, Jan 307:02 AM
Thursday, Jan 307:02 AM| Comment!
- Viacom (VIA, VIAB) saw its quarterly profit increase in FQ1 on a steady revenue gain.
- The company saw revenue in its Media Networks segment rise 6% to $2.54B, led by higher affiliate fees and advertising revenues.
- Filmed Entertainment revenue fell 30% to $681M with fewer movie releases during the period.
- PR (.pdf)