Company Notes

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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May 3, 2018

FIRST LOOK: Ad revenue light, everything else in line

By Vasily Karasyov

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May 3, 2018

Waiting for stock buyback

By Vasily Karasyov

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April 30, 2018

Waiting not over yet; initiating with a Neutral, PT $104

By Vasily Karasyov

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April 30, 2018

A simple case of FCF growth; initiating with a Buy rating, PT $27

By Vasily Karasyov

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April 30, 2018

Favorable competitive landscape and upside to estimates; initiating with a Buy

By Vasily Karasyov

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April 30, 2018

Buy for de-leveraging and synergies; initiating with a Buy rating, PT $28

By Vasily Karasyov

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