Chart of the Week
August 21, 2019

Chart of the Week 08.21.19

With Its Acquisition Pending, 20th Century Fox Films Have Vastly Underperformed This Year

Chart of the Week
August 14, 2019

Chart of the Week 08.14.19

There Has Been A Wave Of Consolidation Across The Media Industry Over The Last Few Years

Investor Day Highlights
May 09, 2019

Fox Corp Investor Day

A summary of FOX’s Investor Day where they provided more insight on the their strategies around sports, news, and live content. 

Conference Takeaways
September 13, 2018

Goldman Sachs 2018 TMT Conference

Interviews with Senior Executives at Altice USA, AMC Networks, AT&T, Charter, Cinemark, Comcast, Discovery, IMAX, Lionsgate, Live Nation, Pandora, Spotify, Sprint, Take-Two, T-Mobile, 21st Century Fox, Verizon, Viacom

Conference Takeaways
September 06, 2018

Bank of America 2018 TMT Conference

Interviews with Senior Executives at Altice USA, AMC Networks, AT&T, Charter, Lionsgate, NBC Universal, Pandora, Roku, 21st Century, Fox, Verizon, Viacom

Earnings Recaps
August 08, 2018

21st Century Fox: 2018 Q2 Earnings

With The Sale To Disney Approved, The Focus Will Be On Ramping Up “New Fox” As A Stand Alone Entity

Earnings Recaps
May 09, 2018

21st Century Fox: 2018 Q1 Earnings

The Emphasis On Premium Sports Content Will Command Higher Rates, Even On Skinny Bundles

Earnings Recaps
February 07, 2018

21st Century Fox: 2017 Q4 Earnings

The Thursday Night NFL Deal Is The First Step In Building Out The “New Fox” Business

M&A Synopsis
December 14, 2017

Disney's Acquisition of 21st Century Fox

A brief analysis of the Disney – 21st Century Fox transaction, including an overview of the assets sold (and spun-off), and a brief summary of the strategic rationale behind the deal.