Tuesday, June 9, 2015

Hot Media Companies For 2015

Zynga Inc. (NASDAQ: ZNGA) reported third quarter 2013 results after markets closed on Thursday. The social media game company posted an adjusted earnings per share (EPS) loss of $0.02 and revenues of $202.58 million. In the same period a year ago, Zynga reported an EPS loss of zero on revenues of $316.64 million. Bookings totaled $152 million in the quarter compared with $255.61 million in the year-ago quarter. Third-quarter results compare to the Thomson Reuters consensus estimates for an EPS loss of $0.04 and $142.67 billion in revenues. In Zynga�� case, revenue estimates are compared with the company�� reported bookings, which represent the total of revenues and deferred revenues.

Online game revenue was down 39% year-over-year and 14% sequentially. Advertising revenue was down 9% from last year, but up 3% sequentially. Deferred revenue totaled $50.47 million in the quarter, somewhat better than the $61.03 million in the same period a year ago.

For the fourth quarter, Zynga forecast revenue in the range of $175 to $185 million. Adjusted EPS loss is projected at $0.04 to $0.05, worse than the consensus estimate of $0.03. Bookings are projected at $130 to $140 million, which is below the consensus estimate for revenues of $147.85 million.

Best Specialty Retail Companies To Watch In Right Now: CBS Corporation(CBS)

CBS Corporation, together with its subsidiaries, operates as a mass media company in the United States and internationally. The company?s Entertainment segment distributes a schedule of news and public affairs broadcasts, sports, and entertainment programming; produces, acquires, and distributes programming, including series, specials, news, and public affairs; produces and distributes theatrical motion pictures across various genres; and operates online content networks for information and entertainment. Its Cable Networks segment owns and operates multiplexed channels that offers subscription program services, including recently released theatrical feature films, original series, documentaries, boxing, mixed martial arts and other sports-related programming, and special events; and CBS College Sports Network, a 24-hour cable program service related to college sports. This segment also owns and manages Smithsonian Networks, which operates Smithsonian Channel, a basic cab le service in the United States. The company?s Publishing segment publishes and distributes adult and children?s consumer books in printed, audio, and digital formats. Its Local Broadcasting segment owns 29 broadcast television stations; owns and operates 130 radio stations in 28 U.S. markets and related online properties; and owns local Websites that combine television and radio local media brands online to provide the latest news, traffic, weather, and sports information, as well as local discounts, directories, and reviews. The company?s Outdoor segment sells advertising space on various media, including billboards, transit shelters and other street furniture, buses, rail systems, mall kiosks, stadium signage, and in retail stores. CBS Corporation was founded in 1986 and is headquartered in New York, New York.

Advisors' Opinion:
  • [By WALLSTCHEATSHEET]

    CBS is one of the largest nationwide providers of entertainment and mass media services. The company�� dispute with Time Warner Cable is now settled, to the benefit of CBS. The stock has been rising higher over the last few years and is now trading near all-time high prices. Over the last four quarters, earnings and revenues have been increasing which have resulted in upbeat investors. Relative to its peers and sector, CBS has been a year-to-date performance leader. Look for CBS to OUTPERFORM.

Hot Media Companies For 2015: News Corporation(NWSA)

News Corporation operates as a diversified media company worldwide. Its Cable Network Programming segment produces and licenses news, business news, sports, general entertainment, and movie programming for distribution through cable television systems and direct broadcast satellite operators primarily in the United States, Latin America, Europe, and Asia. The company?s Filmed Entertainment segment produces and acquires live-action and animated motion pictures for distribution and licensing in entertainment media, as well as produces and licenses television programming worldwide. Its Television segment operates 27 broadcast television stations in the United States. The company?s Direct Broadcast Satellite Television segment distributes programming services via satellite and broadband directly to subscribers in Italy. Its Publishing segment provides newspapers and information services, such as publishing national newspapers in the United Kingdom, approximately 146 newspapers in Australia, and a metropolitan and a national newspaper in the United States; book publishing services, including the publishing of English language books worldwide; and integrated marketing services comprising the publishing of free-standing inserts, which are marketing booklets containing coupons, rebates, and other consumer offers, as well as provides in-store marketing products and services, primarily to consumer packaged goods manufacturers in the United States and Canada. The company also sells advertising, sponsorships, and subscription services on the company?s various digital media properties and outdoor advertising space on various media primarily in Russia and eastern Europe; and provides data systems and professional services that enable teachers to use data to assess student progress and deliver individualized instructions. News Corporation was founded in 1922 and is headquartered in New York, New York.

Advisors' Opinion:
  • [By Lisa Levin]

    News Corporation (NASDAQ: NWSA) shares gained 0.61% to touch a new 52-week high of $18.13. 21st Century Fox announced its plans to sell its 47% stake in Star China TV.

  • [By WALLSTCHEATSHEET]

    News Corp. provides a wide range of media and information services to consumers and companies interested in the latest and greatest around the world. The stock has been on a strong run in recent years but is now seeing a slight pullback that may take some time. Over the last four quarters, earnings and revenue figures have been improving, however, investors have had mixed feelings about their reports. Relative to its peers and sector, News Corp. has been a year-to-date performance leader. Look for News Corp. to continue to OUTPERFORM.

  • [By GURUFOCUS]

    News Corp. (0.4%) (NWSA - $16.06 (0.3%) NWS - $16.43 (0.1%) - NASDAQ)(NWSA), based in New York, operates in five segments: 1) News and information services ��U.S., United Kingdom, and Australian publishing businesses, including The Wall Street Journal, the Times of London, and the New York Post, along with News America Marketing Corp., a leading provider of free standing inserts (FSIs or cents off coupons); 2) Cable network programming ��Fox Sports Australia; 3) Digital real estate services ��a 62% interest in publicly traded REA Group Ltd. (Australia); 4) Book publishing ��Harper Collins, one of the largest English language publishers in the world; and 5) Other ��primarily the company's K-12 education business ��Amplify. On June 28, 2013, 'old News' Corp. (now Twenty-First Century Fox Inc. (2.4%)) spun off most of its non entertainment assets ('new News') to holders on a one for four basis. We estimate that the company will generate about $800 million of EBITDA on $8.7 billion of revenues for the year ending June 30, 2014.�

  • [By Rick Munarriz]

    Digital distribution was front and center in the bidding war for the popular comedy's syndication rights two years ago. Time Warner's (NYSE: TWX  ) Turner Broadcasting vocally dropped out of contention, arguing that the show was too exposed in cyberspace. Hulu and�Disney's (NYSE: DIS  ) ABC.com -- but not Netflix -- were streaming earlier episodes. News Corp. (NASDAQ: NWSA  ) COO Chase Carey backed Time Warner's move to pass on the sitcom that had become huge for Disney's ABC.

Hot Media Companies For 2015: Comcast Corporation(CMCSA)

Comcast Corporation, together with its subsidiaries, provides entertainment, information, and communications products and services in the United States and internationally. Its Cable Communications segment provides video, high-speed Internet, and phone services to residential and business customers. As of June 30, 2011, its cable systems served approximately 22.5 million video customers, 17.5 million high-speed Internet customers, and 9.1 million phone customers. The company?s Cable Networks segment operates cable entertainment networks, such as USA Network, Syfy, E!, Bravo, Oxygen, Style, G4, Chiller, Sleuth, and Universal HD; news and information networks, including CNBC, MSNBC, and CNBC World; cable sports networks comprising Golf Channel and VERSUS; regional sports and news networks; international entertainment, and news and information networks, such as CNBC Europe, CNBC Asia, and Universal Networks International portfolio of networks; cable television production oper ations; and digital media properties consisting primarily of brand-aligned Websites and other Websites, such as DailyCandy, Fandango, and iVillage. Its Broadcast Television segment operates the U.S. broadcast networks, NBC and Telemundo; 10 NBC and 15 Telemundo owned local television stations; broadcast television productions; and related digital media properties. The company?s Filmed Entertainment segment operates Universal Pictures, which produces, acquires, markets, and distributes filmed entertainment and stage plays worldwide in various media formats for theatrical, home entertainment, television, and other distribution platforms. Its Theme Parks segment operates Universal Studios Hollywood park and Wet ?n Wild water park, as well as licenses intellectual properties and provides services to third parties that own and operate Universal Studios Japan and Universal Studios Singapore. Comcast Corporation was founded in 1963 and is based in Philadelphia, Pennsylvania.

Advisors' Opinion:
  • [By Evan Niu, CFA]

    Along the way, the industry became segregated into wired and wireless sectors. Comcast (NASDAQ: CMCSA  ) and Time Warner Cable (NYSE: TWC  ) dominated the wired side, while AT&T and Verizon (NYSE: VZ  ) primarily call the shots in wireless.

  • [By Dan Moskowitz]

    Time Warner Cable (NYSE: TWC  ) �doesn't have the best reputation among its customers, but all that matters to investors is whether or not the company can make shareholders money through stock appreciation and dividend payments. Let's take a look at the Time Warner Cable situation and compare the company's potential to that of Comcast (NASDAQ: CMCSA  ) and Charter Communications (NASDAQ: CHTR  ) .

Hot Media Companies For 2015: DISH Network Corporation(DISH)

DISH Network Corporation, through its subsidiaries, provides direct broadcast satellite (DBS) subscription television services in the United States. It offers programming that includes approximately 280 basic video channels, 60 Sirius satellite radio music channels, 30 premium movie channels, 35 regional and specialty sports channels, 2,800 local channels, 250 Latino and international channels, and 55 channels of pay-per-view content. The company also offers local HD channels in approximately 160 markets and 215 national HD channels; and receiver systems, including a small satellite dish, digital set-top receivers, and remote controls. In addition, it provides DISHOnline.com, which enables DISH Network subscribers to watch 150,000 movies, television shows, clips, and trailers; DISH Remote Access that enables subscribers to remotely manage their DVRs using compatible mobile devices, such as smartphones, tablets, and laptops through their broadband-connected receiver; and Go ogle TV that enables DISH Network subscribers to search the Internet, check email, interact with social media, and find additional online programming content while simultaneously watching television. As of March 31, 2011, the company had approximately 14.191 million customers. DISH Network provides receiver systems and programming through direct sales channels; and independent third parties, such as small satellite retailers, direct marketing groups, local and regional consumer electronics stores, nationwide retailers, and telecommunications companies. The company was founded in 1980 and is headquartered in Englewood, Colorado.

Advisors' Opinion:
  • [By Rick Munarriz]

    Sprint (NYSE: S  ) is in play, and DISH�Network's (NASDAQ: DISH  ) surprise bid for the country's third-largest wireless carrier is huge.

Hot Media Companies For 2015: Time Warner Cable Inc(TWC)

Time Warner Cable Inc., together with its subsidiaries, operates as a cable operator in the United States. It offers video, high-speed data, and voice services over its broadband cable systems to residential and commercial customers. The company provides a range of video services, including on-demand, high-definition (HD), and digital video recorder (DVR) services; residential high-speed data services with connection to the Internet; wireless mobile broadband Internet services; and digital phone services to residential customers. It offers video programming tiers and music services; high-speed data, networking, and transport services; and commercial digital phone service to small and medium-sized businesses under the Time Warner Cable Business Class brand. Further, Time Warner Cable Inc. sells advertising to various national, regional, and local customers. As of June 30, 2011, the company served approximately 14.5 million residential and commercial customers in the New Yor k State, the Carolinas, Ohio, southern California, and Texas. Time Warner Cable Inc. is based in New York, New York.

Advisors' Opinion:
  • [By Harold L. Vogel]

    *Includes AMC (AMCX), Cablevision (CVC), Charter, Comcast Cable (CMCSA) and networks, Discovery (DISCA), Disney (DIS) cable networks, Time Warner Cable (TWC) and cable networks, Viacom (VIAB) networks.

  • [By Louis Navellier]

    Comcast, as you probably know, is a huge player in media, entertainment and communications. It is perhaps best known for Comcast Cable, which beats out Time Warner Cable (TWC) as the largest cable operator in the U.S., with over 22.3 million subscribers.

Hot Media Companies For 2015: Time Warner Inc.(TWX)

Time Warner Inc. operates as a media and entertainment company in the United States and internationally. It operates in three segments: Networks, Filmed Entertainment, and Publishing. The Networks segment provides domestic and international networks, premium pay and basic tier television programming services, and digital media properties, which primarily consist of brand-aligned Websites. Its premium pay television services consist of the multi-channel HBO and Cinemax premium pay television services. This segment provides programming to cable system operators, satellite service distributors, telephone companies, and other distributors; sells advertising; and licenses original programming to domestic and international television networks. The Filmed Entertainment segment produces and distributes feature films, television and other programming, and videogames; distributes home video products; and licenses rights to its feature films, television programming, and characters. T he Publishing segment publishes magazines and books; and operates various Websites, as well as engages in marketing services and direct-marketing businesses. This segment publishes magazines on style and entertainment, lifestyle, news, and sports. The company?s brands include TNT, TBS, CNN, HBO, Cinemax, Warner Bros., New Line Cinema, People, Sports Illustrated, and Time. Time Warner Inc. was founded in 1985 and is headquartered in New York, New York.

Advisors' Opinion:
  • [By Tim Beyers]

    Touchstone/Getty ImagesBen Affleck in a scene from the 1998 film "Armageddon." Only a handful of actors have been given the privilege of playing Batman. Last week, Ben Affleck joined a list that includes the likes of Adam West, Christian Bale and Kevin Conroy, who has voiced the character in animated features since 1992. He'll join Henry Cavill, who plays Superman, in an epic that pits the two iconic superheroes against each other. Time Warner (TWX) plans to release the film in July 2015. Many fans were outraged by the choice. "Christian Bale IS 'THE' BATMAN and I refuse to watch this movie even after it comes out on video," wrote one commenter to an article I published at Fool.com last week. Another organized a petition asking Warner to reconsider its choice. More than 85,000 have signed as of this writing. Tale of the Tape Are fans overreacting, or is Warner taking a huge chance by asking Affleck to play one of its most valuable superhero brands? I'd argue the former after looking at the data. Pound for pound, Affleck's credentials are about as good as Bale's: Metric Ben Affleck Christian Bale Films made 33 31 Lifetime gross (U.S.) $1.67 billion $1.91 billion Average per film $50.7 million $61.6 million Top-grossing film "Armageddon" ($537.7 million worldwide) "The Dark Knight Rises" ($1.08 billion worldwide) Lowest-grossing film "Glory Daze" ($15,134 worldwide) "All the Little Animals" ($26,558 worldwide) Academy Awards 2 1 Age / Height / Weight 41 / 6'2" / 200 lbs. 39 / 6' / 180 lbs. Comic book films "Daredevil" "Batman Begins" "The Dark Knight" "The Dark Knight Rises" Best-delivered line in a comic book film "Hey, that light? At the end of the tunnel? Guess what? That's not heaven ... That's the C train!"-- from "Daredevil" "You'll hunt me. You'll condemn me. Set the dogs on me. Because that's what needs to happen. Because sometimes the truth isn't good enough. Sometimes people deserve more. Sometimes people deserve to have their f

  • [By Tim Beyers]

    And I'm not alone. More than 6,000 have rated Season 3 of The Walking Dead at the iTunes Store. HBO's�Game of Thrones is also as much a hit at iTunes as it is in the ratings. Seasons 2 and 1 rank first and second, respectively, in the iTunes Store for Sci-Fi & Fantasy, a small but nice catalyst for HBO parent Time Warner (NYSE: TWX  ) .

  • [By Adam Levine-Weinberg]

    Time Warner's (NYSE: TWX  ) HBO service has been incredibly successful in maintaining a big subscriber base despite offering a limited content library. If Netflix can develop some of its originals into popular franchises, the company may realize its dream of becoming the next HBO, even if its content library shrinks on a "net" basis.

  • [By Steve Symington]

    Iron Man 3

    Disney (NYSE: DIS  ) / Buena Vista �$1,211.7 �$407.1 �$200 2 Fast & Furious 6 Comcast (NASDAQ: CMCSA  ) / Universal Studios �$712.7 �$237.3 �$160 3 Man of Steel Time Warner (NYSE: TWX  ) / Warner Brothers �$635.8 �$285.8 �$225 4 Despicable Me 2 Comcast / Universal Studios �$595.6 �$287.2 �$76 5 The Croods DreamWorks (NASDAQ: DWA  ) / 20th Century Fox �$582.4 �$186.2 �$135 6 Monsters University Disney / Buena Vista �$535.7 �$251.8 �$200* 7 Oz the Great and Powerful Disney / Buena Vista �$491.9 �$234.9 �$215 8 World War Z Viacom (NASDAQ: VIAB  ) / Paramount� �$458.7 �$189.2 �$190 9 Star Trek Into Darkness Viacom / Paramount �$448.8 �$225.3 �$190 10 G.I. Joe: Retaliation Viacom / Paramount �$371.9 �$122.5 �$130

    Source: boxofficemojo.com, numbers as of July 25, 2013.
    *Estimated (Disney has not disclosed the budget for Monsters University).

No comments:

Post a Comment