With various news outlets reporting channel outages and soon-to-be-channel outages, we want to provide our thoughts.
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The hottest names this week were BBGI (168bps better than the S&P), TRCO (71bps), CHTR (30bps).
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.
This morning (5/20), DISH announced that it has agreed to purchase SATS’ Broadcast Satellite Service (BSS) business for ~$800MM of DISH stock that will be distributed to SATS shareholders. We provide some quick information and takeaways about the deal below.
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