Chart of the Week
September 23, 2020

Chart of the Week 09.23.20

Netflix Has Ramped Up Production, But Has Yet To Surpass HBO As The Leader In Emmy Wins

Chart of the Week
August 19, 2020

Chart of the Week 08.19.20

Smartphone Usage Has Surpassed Live TV Viewership As The Primary Form Of Entertainment

Earnings Recaps
August 06, 2020

Lionsgate: 2020 Q2 Earnings

Lionsgate Is Exploring Agreements With Theaters As It Plans To Release Another Film On PVOD Next Month

Earnings Recaps
August 06, 2020

ViacomCBS: 2020 Q2 Earnings

ViacomCBS Is Transforming CBS All-Access Into A Super Service, With Plans To Launch In Early 2021

Earnings Recaps
August 05, 2020

Discovery: 2020 Q2 Earnings

Discovery Is Putting The Finishing Touches On An Aggregated, Differentiated DTC Service In The US

Earnings Recaps
August 05, 2020

Sinclair: 2020 Q2 Earnings

Sinclair Was Able To Reach A Carriage Agreement With Comcast One Day Before The Launch Of Marquee

Earnings Recaps
August 04, 2020

Disney: 2020 Q2 Earnings

Disney Is Creating A New PVOD Window To Release Mulan On Disney+ At The Same Time As Some Theaters

Earnings Recaps
August 04, 2020

FOX Corp: 2020 Q2 Earnings

FOX Has A Light Entertainment Program Schedule And Expects To Have A Full Broadcast Season This Fall

Earnings Recaps
August 04, 2020

AMC Networks: 2020 Q2 Earnings

AMC Networks Has Launched AMC+ With 2 MVPDs In A New Attempt To Reach Broadband-Only Customers

Earnings Recaps
May 22, 2020

Lionsgate: 2020 Q1 Earnings

Lionsgate Is Producing More Content For Starz, But Remains An Opportunistic Seller To 3rd Parties

Earnings Recaps
May 07, 2020

ViacomCBS: 2020 Q1 Earnings

ViacomCBS Is Creating A Differentiated Streaming Ecosystem That Incorporates Live News And Sports

Earnings Recaps
May 06, 2020

FOX Corp: 2020 Q1 Earnings

Fox Has Seen Local Advertising Revenue Evaporate Despite Viewership Gains For News Programming

Earnings Recaps
May 06, 2020

Discovery: 2020 Q1 Earnings

Discovery Pivoted To Remote Production Quickly With Key Talent Creating New Content From Their Home

Earnings Recaps
May 06, 2020

Sinclair: 2020 Q1 Earnings

Sinclair Continues To Make Media Rights Payments To The Sports Teams Even Though Play Is Suspended

Earnings Recaps
May 05, 2020

AMC Networks: 2020 Q1 Earnings

AMC Networks Is Increasing The Distribution Of Their Content And SVOD Services On New Digital Platforms

Earnings Recaps
May 05, 2020

Disney: 2020 Q1 Earnings

A recap of Disney’s 2020 Q1 Earnings, including a summary of major talking points and key data from financial statements.

Earnings Recaps
February 27, 2020

Discovery: 2019 Q4 Earnings

Discovery Is Starting To Aggressively Expand In Europe Through Their Locally Differentiated OTT Products

Chart of the Week
February 26, 2020

Chart of the Week 02.26.20

During Bob Iger’s Tenure As CEO, Disney Has Made Significant Acquisitions Of IP To Fuel Growth

Earnings Recaps
February 26, 2020

Sinclair: 2019 Q4 Earnings

Sinclair Has Successfully Launched Their Newest RSN, Marquee, With Full Coverage In The Chicago Market

Earnings Recaps
February 26, 2020

AMC Networks: 2019 Q4 Earnings

AMC Networks Is Looking To Expand Its Suite Of Direct To Consumer Service To International Territories

Investor Day Highlights
February 21, 2020

Hasbro Investor Day

A summary of Hasbro’s Investor Day where they provided more insight into their acquisition of Entertainment One.

Earnings Recaps
February 20, 2020

ViacomCBS: 2019 Q4 Earnings

ViacomCBS Is Utilizing Viacom Assets To Turn All Access Into A Broad General Entertainment OTT Service

Earnings Recaps
February 07, 2020

Lionsgate: 2019 Q4 Earnings

Lionsgate Is Aiming To Be A Premium Content Service That Is Complementary To The Main OTT Platforms

Earnings Recaps
February 06, 2020

FOX Corp.: 2019 Q4 Earnings

FOX Is Turning Its Attention To The Presidential Election Cycle After Record Revenues From The Super Bowl

Earnings Recaps
February 04, 2020

Disney: 2019 Q4 Earnings

Disney Has Wildly Exceeded Expectations With The Launch Of Disney+, Reaching 26.5M Subs At Year End

Investor Day Highlights
November 21, 2019

Liberty Media Investor Day 2019

A summary of Liberty Media’s Investor Day, including major talking points and key data from management presentations by Senior Executives at Liberty Media, Charter, Formula 1, Live Nation, and SiriusXM.

Earnings Recaps
November 20, 2019

Disney: 2019 Q3 Earnings

Disney Is Utilizing Their Streaming Services To Build A Multi-Platform Company That Can Extend Its Reach

Earnings Recaps
November 15, 2019

Viacom: 2019 Q3 Earnings

Viacom Continues To Be A Willing Supplier Of Content To Other Platforms, Including The Main OTT Services

Earnings Recaps
November 12, 2019

CBS: 2019 Q3 Earnings

CBS Is Setting Up Senior Management Teams As The Merger With Viacom Gets Set To Close This Month

Earnings Recaps
November 08, 2019

Madison Square Garden: 2019 Q3 Earnings

Madison Square Garden Has Changed The Structure For The Split Of Their Sports And Entertainment Assets

Earnings Recaps
November 07, 2019

Lionsgate: 2019 Q3 Earnings

Lionsgate Is Working Through Negotiations With MVPDs To Expand And Evolve The Distribution Of Starz

Earnings Recaps
November 07, 2019

FOX Corp: 2019 Q3 Earnings

FOX Is Revamping Their Digital Assets To Build A Unified Platform That Complements The Linear Networks

Earnings Recaps
November 07, 2019

Discovery: 2019 Q3 Earnings

Discovery Is Exploring Their Options To Aggregate Their Domestic Content Into A Unique DTC Platform

Earnings Recaps
October 31, 2019

AMC Networks: 2019 Q3 Earnings

AMC Networks Is Working With MVPDs To Expand The Distribution Of Their Niche OTT Services

Investor Day Highlights
October 29, 2019

WarnerMedia (AT&T) Investor Day

A summary of WarnerMedia’s Investor Day yesterday where they provided more insight into their DTC strategy, including details on HBO Max. 

Chart of the Week
September 25, 2019

Chart of the Week 09.25.19

After Surpassing Broadcast Networks Last Year, Netflix Has Now Equaled Cable TV For Emmys

M&A Synopsis
August 22, 2019

Hasbro's Acquisition of Entertainment One

A brief overview of the Hasbro – eOne acquisition, including a summary of major talking points and key slides from the management presentation.

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

M&A Synopsis
August 13, 2019

Viacom's Merger with CBS

A brief overview of the Viacom – CBS merger, including a summary of major talking points and key slides from the management presentation.

Earnings Recaps
August 08, 2019

Viacom: 2019 Q2 Earnings

Viacom Has Rectified A Lot Of Their Recent Declines As They Prepare To Enter A New Phase Of Growth

Earnings Recaps
August 08, 2019

Lionsgate: 2019 Q2 Earnings

Lionsgate Is Working With Various Partners To Aggressively Expand Their OTT Platform Across The World

Earnings Recaps
August 08, 2019

CBS: 2019 Q2 Earnings

CBS Is Ramping Up Content Investments As They Supply Programs For Their Own Platforms And Others

Earnings Recaps
August 07, 2019

FOX Corp: 2019 Q2 Earnings

FOX Has Been Quick To Acquire New Assets To Expand Their Reach Beyond The Linear TV Ecosystem

Earnings Recaps
August 06, 2019

Disney: 2019 Q2 Earnings

Disney Is Negotiating Distribution Deals To Ensure They Can Gain Scale Quickly With Their Disney+ Service

Earnings Recaps
August 06, 2019

Discovery: 2019 Q2 Earnings

Discovery Is Creating New Leadership Teams With Expertise In Technology And Subscriber Acquisition

Earnings Recaps
July 31, 2019

AMC Networks: 2019 Q2 Earnings

AMC Networks Is Concentrating On Growing The Subscriber Base Across Their Suite Of SVOD Services

Earnings Recaps
May 23, 2019

Lionsgate: 2019 Q1 Earnings

Lionsgate Is Starting To Aggressively Roll Out Its Direct-To-Consumer Starz Platform Across The World

Chart of the Week
May 22, 2019

Chart of the Week 05.22.19

Game of Thrones Has Become A Key Franchise, Setting HBO Ratings Records In Its Series Finale

Earnings Recaps
May 10, 2019

Viacom: 2019 Q1 Earnings

Viacom Is Quickly Leveraging Pluto’s Platform To Enhance Multiple Components Of Their Legacy Business

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. 

Earnings Recaps
May 08, 2019

Disney: 2019 Q1 Earnings

Disney Is Working On Getting More Library Content To Bolster Their DTC Platform Launching This Fall

Earnings Recaps
May 02, 2019

Discovery: 2019 Q1 Earnings

Discovery Is Partnering With BBC To Create Their First Non-Sports “Above The Globe” OTT Service

Earnings Recaps
May 02, 2019

CBS: 2019 Q1 Earnings

CBS Is Starting To Expand All-Access Across The World, Starting With English Speaking Countries

Earnings Recaps
May 01, 2019

AMC Networks: 2019 Q1 Earnings

AMC Networks Is Slowly Increasing Production To Better Serve Their Portfolio Of DTC Products

Investor Day Highlights
April 11, 2019

Disney Investor Day

A summary of Disney’s Investor Day where they provided more insight into their DTC strategy, including details on Disney+. 

Earnings Recaps
February 28, 2019

AMC Networks: 2018 Q4 Earnings

AMC Networks Will Generate $100M In Revenue From Their Portfolio Of DTC Products In 2019

Earnings Recaps
February 26, 2019

Discovery: 2018 Q4 Earnings

Discovery Has Added Cycling To Their Portfolio Of Niche Sports Rights That They Own On A Global Basis

Earnings Recaps
February 14, 2019

CBS: 2018 Q4 Earnings

CBS Is Ramping Up Their Content Production To Meet The Demands Of Their Growing DTC Subscriber Base

Earnings Recaps
February 07, 2019

Lionsgate: 2018 Q4 Earnings

Lionsgate Is Focusing On Integrating Its Library Content With Production Capabilities Into One Platform

Earnings Recaps
February 05, 2019

Viacom: 2018 Q4 Earnings

Viacom Has Acquired Pluto TV As Their First Major Move To Compete In The Direct-To-Consumer Space

Earnings Recaps
February 05, 2019

Disney: 2018 Q4 Earnings

Disney Has Realigned Their Organization To Properly Support Their Biggest Priority: Direct To Consumer

Earnings Recaps
February 01, 2019

Madison Square Garden: 2018 Q4 Earnings

Madison Square Garden Company Is Working On A Spin Off That Will Separate Its 2 Core Businesses

Earnings Recaps
November 16, 2018

Viacom: 2018 Q3 Earnings

Viacom Is Ramping Up Production To Become A Preeminent Global Supplier Of Multi-Platform Content

Earnings Recaps
November 08, 2018

Lionsgate: 2018 Q3 Earnings

Lions Gate Is Building Their Business Around The Rapidly Expanding Starz OTT Platform

Earnings Recaps
November 08, 2018

Disney: 2018 Q3 Earnings

Disney Is Taking A Cautious Approach As They Build Up The Library For Their Streaming Platforms

Earnings Recaps
November 08, 2018

Discovery: 2018 Q3 Earnings

Discovery Holds Long-Term Sports Rights Across The World That Can Be Monetized In Different Ways

Earnings Recaps
November 02, 2018

MSG Networks: 2018 Q3 Earnings

MSG Networks Is Leveraging Digital Media Brands To Develop Content Around Their Live Games

Earnings Recaps
November 01, 2018

CBS: 2018 Q3 Earnings

CBS Is Growing Their Collection Of Genre-Based OTT Products To Capture Subscribers Across Platforms

Earnings Recaps
November 01, 2018

AMC Networks: 2018 Q3 Earnings

AMC Networks Is Building Out A Suite Of Niche DTC Services Similar To Their Cable Networks

Earnings Recaps
August 09, 2018

Viacom: 2018 Q2 Earnings

Viacom Is Evolving Into A Multi-Platform Company To Take Full Advantage Of Their Strong Brands And IP

Earnings Recaps
August 09, 2018

Lionsgate: 2018 Q2 Earnings

Lionsgate’s Flexibility To Sell A Variety Of Content Across Multiple Platforms Makes Them An Ideal Partner

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
August 07, 2018

Disney: 2018 Q2 Earnings

After Winning The Bidding War For Fox, Disney Can Turn Its Attention To Their DTC Streaming Services

Earnings Recaps
August 07, 2018

Discovery: 2018 Q2 Earnings

Discovery Is Accelerating Its Shift Towards Becoming A Global Platform For Direct-To-Consumer Media

Earnings Recaps
August 02, 2018

CBS: 2018 Q2 Earnings

CBS Is Taking Full Advantage Of All The Ways To Monetize Content Through New Forms Of Distribution

Earnings Recaps
August 02, 2018

AMC Networks: 2018 Q2 Earnings

AMC Networks Has Made Recent Acquisitions To Accelerate Their Direct-To-Consumer Presence

Earnings Recaps
May 24, 2018

Lionsgate: 2018 Q1 Earnings

Lionsgate Is Partnering With Both Emerging OTT Platforms And Linear MVPDs For International Distribution

Earnings Recaps
May 10, 2018

AMC Networks: 2018 Q1 Earnings

AMC Networks Is Transitioning From A Cable Channel Company To A Diversified Global Content Company

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
May 08, 2018

Disney: 2018 Q1 Earnings

Disney Is Taking The First Steps In Transitioning To A Multi-Dimensional Direct To Consumer Platform

Earnings Recaps
May 08, 2018

Discovery: 2018 Q1 Earnings

After Completing The Acquisition Of Scripps, Discovery Is The Clear Leader In Unscripted Content

Earnings Recaps
May 03, 2018

CBS: 2018 Q1 Earnings

CBS Continues To Grow Its Subscriber Base Outside Of The Traditional Linear Ecosystem

Earnings Recaps
April 25, 2018

Viacom: 2018 Q1 Earnings

Viacom Is Continuing To Take Steps To Become Less Dependent On The Linear Ecosystem

Earnings Recaps
March 01, 2018

AMC Networks: 2017 Q4 Earnings

Just Like 2017, AMC Networks Will Spend About $1 Billion On Programming In 2018

Earnings Recaps
February 27, 2018

Discovery: 2017 Q4 Earnings

DOJ Has Cleared The Acquisition Of Scripps Networks And The Merger Will Close Within 2 Weeks

Earnings Recaps
February 15, 2018

CBS: 2017 Q4 Earnings

CBS Is Leveraging Skinny Bundles To Help Drive Subscribers To Its OTT Products

Earnings Recaps
February 08, 2018

Viacom: 2017 Q4 Earnings

Viacom Wants To Distribute Its Flagship Brands Across As Many Different Mediums As Possible

Earnings Recaps
February 08, 2018

Lionsgate: 2017 Q4 Earnings

Lionsgate Is An Attractive Asset To The Big Media Companies As They Look To Scale

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

Earnings Recaps
February 06, 2018

Disney: 2017 Q4 Earnings

The Upcoming Launch Of ESPN Plus Will Look To Capitalize On The Passion Of Niche Sports Fans

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.

Investor Day Highlights
November 16, 2017

Liberty Media Investor Day

A summary of Liberty Media’s Investor Day, including major talking points and key data from management presentations by Senior Executives at Liberty Media, Charter, Live Nation, SiriusXM and Formula 1.

Deep Dive Reports
October 07, 2016

Animation Industry Overview

An analysis of the importance of animation content and how media companies are utilizing this type of content (and IP) to adopt to changing viewing behavior from younger audiences.