Wall St. Speaks Out on Cannes and Ad Industry Turmoil - Brian Wieser, Pivotal...
The Cannes Lions – arguably the world's pre-eminent annual event for the advertising community – begins today and runs through next week. The industry will celebrate a wide range of advertising and...
View ArticleWall St. Speaks Out on AMC Networks - John Tinker, Maxim Group
Fear the Walking Dead , a spin-off prequel of television's highest-rated show, The Walking Dead, should premiere in August with six episodes as part of a two-season pick-up. Another hit following the...
View ArticleWall St. Speaks Out on Cannes and Commoditization - Brian Wieser, Pivotal...
The Cannes Lions awards – the advertising industry's pre-eminent honors – occurring this week will undoubtedly provide awards to well-deserving examples of creative excellence. Although we do not claim...
View ArticleWall St Speaks Out on Twenty-First Century Fox Inc - David Bank, RBC Capital...
On 7/1/15, James Murdoch Became CEO--We expect continuity in operating and capital allocation discipline with a focus on the evolving ecosystem.
View ArticleWall St. Speaks Out on Google - Stephen Ju, Credit Suisse Securities
We recalibrate our model to reflect greater contribution from YouTube while moderating near-term Play estimates. We increase our target price to $700 (vs. $690 prior), but our adj. EPS for FY15 comes...
View ArticleGoogle and YouTube: The Narrative Is Starting to Click - Anthony DiClemente,...
We believe 2Q results debunk the major Google bear cases: desktop search is declining (it's not), expense growth will be faster than revenue growth (not the case),
View ArticleWall St. Speaks Out on IPG: A Compelling Story? - David Bank, RBC Capital...
Recent new business results suggest Interpublic will maintain strong top-line growth over the near-term while solid margin results in spite of FX headwinds and ramp in new hiring give us confidence...
View ArticleWall St. Speaks Out: Challenging Agency Growth Forecasts - Brian Wieser,...
On yesterday's earnings call with Publicis, there were some relatively contentious issues, including the company's indication that it believed the agency industry would grow by only +2.5% during 2015,...
View ArticleWall St. Speaks Out: July Ratings: Down but Not Out - Anthony DiClemente...
Nielsen released its July monthly live cable TV ratings Thursday morning. Ratings were down 11% YoY in both total day viewership and in primetime. The pace of declines has moderated slightly and we are...
View ArticleWall St. Speaks Out: Media Needs a Stuart Smalley Moment - Brian Weiser,...
The so-called "traditional" media sector had a rough week, with many companies reporting mediocre results and carnage in the stock markets.
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