Company Notes

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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April 14, 2020

Scenarios for FY20-22; revising base case assumptions and estimates; BUY

By Vasily Karasyov

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April 9, 2020

What it will look like: revenue under pressure and accelerated share gains; BUY

By Vasily Karasyov

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April 6, 2020

Two less obvious reasons to own FOXA; adjusting estimates and PT; reiterate BUY

By Vasily Karasyov

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April 1, 2020

Expect double-digit ad revenue declines starting in Q2, accelerating in Q3

By Vasily Karasyov

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March 27, 2020

Assessing the damage, see base case EPS of ($0.15) in Q3 FY20, $4.00 in FY21

By Vasily Karasyov

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March 23, 2020

The news cycle good for subs, no credit risk; worth a look; adjusting estimates

By Vasily Karasyov

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March 13, 2020

The black box of the Platform segment; room for revenue upside but risks rising

By Vasily Karasyov

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March 8, 2020

A group meeting with the CFO on March 23

By Vasily Karasyov

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March 4, 2020

Adjusting FY20 estimates, reducing price target to $27, maintain Neutral

By Vasily Karasyov

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