Company Notes

June 14, 2018

Buy OTT viewership growth and data-driven advertising monetization; PT $56

By Vasily Karasyov

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June 4, 2018

Love golf but FOOD is important, too

By Vasily Karasyov

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June 1, 2018

STARZ top line improving, competition in film & TV weaker, expectations low

By Vasily Karasyov

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June 1, 2018

STARZ top line improving, competition in film & TV weaker, expectations low

By Vasily Karasyov

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May 29, 2018

Market share recovery and cost control; initiating with Buy rating

By Vasily Karasyov

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May 28, 2018

This is why the stock will remain range-bound (NOT just Solo)

By Vasily Karasyov

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May 24, 2018

FIRST LOOK: In line results; waiting for guidance and STARZ subs comments

By Vasily Karasyov

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May 11, 2018

Model Update

By Vasily Karasyov

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May 11, 2018

A deep dive into synergies potential at international networks

By Vasily Karasyov

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May 10, 2018

FIRST LOOK: A clean beat

By Vasily Karasyov

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May 10, 2018

This Q1 print would go even better with advertising revenue growth

By Vasily Karasyov

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May 9, 2018

A good quarter, may not be good enough for the stock though

By Vasily Karasyov

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May 9, 2018

Better cost synergies, faster de-leveraging; reiterate Buy

By Vasily Karasyov

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May 8, 2018

Q2 FY18 FIRST LOOK: Parks and Film Stand Out

By Vasily Karasyov

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May 8, 2018

Buy-rated; Q1 FY18 FIRST LOOK: Revenue & Oibda ahead, noise below the line

By Vasily Karasyov

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