Company Notes

May 7, 2020

FIRST LOOK

By Vasily Karasyov

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May 7, 2020

Updating estimates; maintain Neutral rating and price target of $21

By Vasily Karasyov

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May 6, 2020

FIRST LOOK

By Vasily Karasyov

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May 6, 2020

FIRST LOOK

By Vasily Karasyov

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May 6, 2020

A massive news cycle, digital subs growth accelerated, no credit risk; BUY

By Vasily Karasyov

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May 5, 2020

FIRST LOOK

By Vasily Karasyov

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May 5, 2020

COVID-19 in addition to the business model transformation

By Vasily Karasyov

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May 3, 2020

In a zero box office environment but still better off than many companies

By Vasily Karasyov

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May 1, 2020

FIRST LOOK

By Vasily Karasyov

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April 30, 2020

Consensus FY21 estimates look high, imply a quick recovery in advertising

By Vasily Karasyov

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April 29, 2020

Adjusting Q1 estimates

By Vasily Karasyov

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April 27, 2020

Virtual NDR with the CFO on May 18th

By Vasily Karasyov

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April 24, 2020

Updating estimates, maintain Neutral, price target $45

By Vasily Karasyov

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April 23, 2020

FIRST LOOK

By Vasily Karasyov

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April 17, 2020

Tough times and probably getting tougher; lowering estimates and price target

By Vasily Karasyov

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