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The Latest Breaking News from Robert Fishman

Netflix, IBD Stock Of The Day, Declared Victor In Streaming Wars

Netflix is the IBD Stock Of The Day as the subscription streaming video leader rides high following its blowout third-quarter earnings report.

Investors Business Daily

Netflix's Advertising Business Is Taking Longer To Scale Than Expected

Netflix’s advertising business is taking longer to scale than many analysts had predicted. And that concern has weighed on Netflix stock.

Investors Business Daily

AMC Networks Coverage Dropped by Equity Researcher MoffettNathanson

Currently trading at a fraction of its peak 3 years ago, the TV programmer gets abruptly dropped by research company

Broadcasting & Cable

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Why We Can’t Be Bothered With TCA Anymore

Also in this week’s ‘Next Text,’ we ponder AMC’s long, slow march to irrelevance, the power of bundles, and Mario Gabelli’s quest to put Shari Redstone in a fishbowl

Broadcasting & Cable

Paramount Global owner calls off merger talks with Skydance Media

National Amusements, which owns a majority voting stake in the embattled entertainment giant Paramount Global, says it has ended talks on a possible merger of Paramount with movie production company Skydance Media

The Independent UK

Shari Redstone’s National Amusements Says Paramount-Skydance Deal is Dead

Statement from family holding company says they were ‘not able to reach mutually acceptable terms'

Multichannel News

Was 'Furiosa's' Fury Maxed Out By Hollywood's Modern, Safer and Saner Workplace Culture?

Also in this week's 'Next Text,' we salute joyful NBA legends and super-sizers of media innovation, kick the tires on Paramount's new carriage deal with Charter ... and kick yet more dirt at Zaz

Broadcasting & Cable

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Next Warner Bros. NBA Contract Will Double to Around $21 Billion Over 9 Years, Analyst Predicts

Despite a significant ramp-up, WBD will get fewer NBA games as part of its next deal, MofettNathanson's Robert Fishman also forecasts

Broadcasting & Cable

Non-Sports Content Spending Falls From 2022 Peak, Analyst Says

Growth coming from sports, streamers, MoffettNathanson’s Robert Fishman finds

Multichannel News

Paramount Faces Challenging Renewal Talks with Charter, Analyst Says

The high degree of overlap of CBS and Nickelodeon content between Paramount Plus and Paramount linear channels will make carving out a Disney-like bundling deal with the top U.S. pay TV operator tricky, says Lightshed Partners' Richard Greenfield

Broadcasting & Cable

Analyst: Byron Allen’s Plan To Buy Paramount, Keep Linear and Sell Studio Increases Chances of a Deal

$30 billion offer pushes Paramount B shares up 12%

Multichannel News

Prospect of 'Warnamount' Merger Spawns Collective 'Meh' From Wall Street

Noted one equity analyst, 'Desperate times for media companies are leading them to explore desperate measures'

Broadcasting & Cable

Paramount Plus Is No Disney Plus When It Comes to ‘Hard’ Pay TV Bundling, Analyst Says

With redundancies like local CBS stations and their NFL rights included in the Paramount Plus app, MoffettNathanson analyst says, ‘We remain skeptical the company will be able to get true wholesale incremental value’

Broadcasting & Cable

Analyst Cuts Q2 Ad Revenue Forecasts for Broadcast, Cable

MoffettNathanson’s Robert Fishman sees Disney, Paramount, AMC getting fewer ad dollars

Multichannel News

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Broadcasting & Cable

Paramount Takes Its Lumps From Wall Street Analysts

Stock falls amid lower dividend, questions about streaming strategy

The Independent UK

Why Fox News likely won’t have to pay full $787.5m settlement to Dominion

Fox Corp’s $787.5m settlement with Dominion Voting Systems over defamation charges is eye-popping, but the ultimate cost to the media company is likely to be much lower

The Independent UK

Fox's settlement with Dominion unlikely to cost it $787.5M

Fox Corp.’s $787.5 million settlement with Dominion Voting Systems over defamation charges is eye-popping, but the ultimate cost to the media company is likely to be much lower

Broadcasting & Cable

Linear's Dead? Well, It's Still (Slightly) More Efficient Than Netflix (Chart of the Week)

Profit margin per hour viewed on traditional video platform is still slightly higher than the streaming leader

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TV Tech

Analyst: Peak Streaming Spending Is Here

Media industry content spending will be flat 2023, after a 14% spike in 2022, according to MoffettNathanson

Broadcasting & Cable

Amazon’s $500 Million ‘Lord of the Rings’ Series Was the ‘Peak of the Bubble,’ Says Analyst Who Predicts Content Spending Will Increase by Just 1% in 2023

The party‘s definitely over now, says MoffettNathanson‘s Robert Fishman, as media moves into the ‘post-Streaming Wars’

Los Angeles Times

How Netflix’s stumbles are causing rivals to rethink the streaming business

The recent revelation that streaming behemoth Netflix lost subscribers for the first time in more than 10 years stunned Wall Street, spurring a massive sell-off of the company’s stock.

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