Company Notes

October 25, 2018

FIRST LOOK: Ahead of lowered expectations

By Vasily Karasyov

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October 22, 2018

Reducing Q3 estimates due to lower than expected box office

By Vasily Karasyov

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October 19, 2018

TAM size revised upwards by $2.7bn; reiterate Buy

By Vasily Karasyov

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October 11, 2018

Upgrading to Buy, works at 15x EV-Ebitda from here; raising price target to $95

By Vasily Karasyov

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October 8, 2018

Adjusting estimates to reflect film slate performance & timing of P&A

By Vasily Karasyov

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October 8, 2018

Adjusting estimates to reflect film slate performance & timing of P&A

By Vasily Karasyov

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October 4, 2018

Reducing FY19 estimates; expect the Street to follow; downside risk remains

By Vasily Karasyov

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October 1, 2018

We see room for improved monetization beyond FY18; raising PT to $97

By Vasily Karasyov

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September 20, 2018

Downgrading to Neutral, no catalysts for re-rating, Buy thesis played out

By Vasily Karasyov

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September 7, 2018

Too late now, easy money has been made, initiating at Neutral, price target $23

By Vasily Karasyov

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September 4, 2018

Market share gains accelerating; initiating with a Buy, price target $181

By Vasily Karasyov

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August 15, 2018

FIRST LOOK – The Release DOESNT CALL OUT SUBS Headwinds!

By Vasily Karasyov

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August 15, 2018

Q4 FY18 looked better at first glance but still good, reiterate Buy

By Vasily Karasyov

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August 13, 2018

Raising estimates and price target, reiterate Buy

By Vasily Karasyov

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August 10, 2018

Buy Steady STARZ + potential upside in film and TV production

By Vasily Karasyov

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