Company Notes

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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March 2, 2020

Maintain Buy, PT $316, tweaking estimates

By Vasily Karasyov

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March 2, 2020

Adjusting estimate, lowering price target to $27, maintain Neutral

By Vasily Karasyov

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February 27, 2020

FIRST LOOK

By Vasily Karasyov

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February 27, 2020

FIRST LOOK

By Vasily Karasyov

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February 26, 2020

FIRST LOOK

By Vasily Karasyov

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February 26, 2020

The transition accelerates, comes with estimates cuts, will take time

By Vasily Karasyov

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