The hottest names this week were BBGI (168bps better than the S&P), TRCO (71bps), CHTR (30bps).
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The hottest names this week were ATUS (390bps better than the S&P), BBGI (367bps), CMLS (339bps), MDP (152bps), and FOXA (82bps).
The hottest names this week were CMLS (778bps better than the S&P), CCO (570bps), FOXA (323bps), DIS (245bps), and DISCA (234bps).
The hottest names this week were CABO (130bps better than the S&P), BBGI (90bps), DISCA (41bps), DIS (27bps), and ATUS (16bps).
Given increasing concerns around the Pay-TV ecosystem, we stressed our cable, media and broadcast models to see what happens to a variety of financial and val. metrics should video sub losses accelerate an incremental 100bps, 200bps, 300bps, 400bps and 500bps from current forecasts.
The hottest names this week were DISH (585bps better than the S&P), VIAB (513bps), CBS (300bps), TRCO (254bps), and CHTR (234bps).
I spent a lot of time “in the field” this week with a whole host of investors (Boston, NYC, Disney)…so wanted to share what we have been hearing.
The hottest names this week were CMLS (1,093bps better than the S&P), MDP (453bps), CABO (448bps), BBGI (292bps), and CHTR (231bps).
CABO’s print was messy given: 1) the Clear Wave acquisition closed during the quarter; 2) it’s clear that not every analyst included Clear Wave in his/her ests; and 3) there were multiple significant adjustments to the reported adjusted EBITDA. Cutting through it all, ultimately, we’d say CABO missed expectations for both rev. and EBITDA on an apples-to-apples basis. On the bright side, HSD net adds were well ahead of expectations, and the improvement sounds sustainable given CABO’s pricing and packaging changes. We adjusted our model for Q1 results, but ultimately our EBITDA estimates (which were only adjusted for share-based compensation) remained relatively unchanged.
The hottest names this week were SBGI (3,969bps better than the S&P), CCO (829bps), OUT (691bps), TGNA (660bps), and FOXA (501bps).
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