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X @Bloomberg
Bloomberg· 2025-09-04 20:25
John Malone, the billionaire media executive who helped engineer the merger of Warner and Discovery, said institutional investors will embrace a standalone studio and streaming business when it’s separated from the company’s cable TV channels https://t.co/cRaFAZzK1Y ...
Roku, Inc. (ROKU) Presents At Bank Of America 2025 Media, Communications & Entertainment Conference Transcript
Seeking Alpha· 2025-09-04 18:41
Monetization Strategy - The company has shifted its focus towards monetization initiatives as part of a three-part strategy, which includes building scale, enhancing engagement, and then monetizing that scale and engagement [2] - The company has rightsized its cost structure, which was a significant focus in the first half of 2023, allowing for a pivot towards execution of monetization strategies [2] Market Position - The company has achieved significant scale in the U.S. market, reaching over half of broadband households [3] - Recent data indicates that more content is streamed on the Roku platform than on all linear television combined, highlighting the platform's growing dominance [3]
Comcast Corporation (CMCSA) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference (Transcript)
Seeking Alpha· 2025-09-04 14:37
Question-and-Answer SessionGreat. Well, maybe just to get us started, what are the opportunities for Comcast to sustain annual financial growth, revenue, EBITDA and earnings from your portfolio of assets, especially your six key growth businesses as they increase their contribution to total revenue?Jason ArmstrongChief Financial Officer Yes. Well, thanks for starting there. I think it's important. We're totally focused on revenue growth. And I think you framed it as how do we sustain it? I would say we're a ...
Cameras invited to capture b-roll of Rogers TIFF 50 Timescape in Yorkville this weekend
Globenewswire· 2025-09-04 13:00
Core Points - Rogers is hosting the TIFF 50 Timescape event from September 5 to 7, celebrating the festival's 50-year history with interactive multimedia content and live performances [1] - The event is free and open to the public, taking place in Yorkville, Toronto [1] Schedule and Details - The event will run on September 5 from 4 p.m. to 10 p.m. ET, September 6 from 10 a.m. to 10 p.m. ET, and September 7 from 11 a.m. to 6 p.m. ET [6] - Media are invited to capture b-roll and photography during the event [2] - The programming includes live performances by the Casa Loma Symphony Orchestra and members of the E Street Band, as well as TIFF Short Cuts Film Q&A sessions [6][7]
Sirius XM Holdings Inc. (SIRI) Presents At Bank Of America 2025 Media, Communications & Entertainment Conference Transcript
Seeking Alpha· 2025-09-03 22:28
Group 1 - The company is raising its free cash flow guidance for 2025 by $50 million to approximately $1.2 billion, which is attributed to OBBB, lower cash taxes, and refinements in non-satellite CapEx [2][3] - The company expects to achieve non-satellite CapEx for this year at the lower end of the provided range of $450 million to $500 million [3] - The company is reiterating its revenue guidance of approximately $8.5 billion and adjusted EBITDA guidance of approximately $2.6 billion, expressing confidence in these numbers [3]
Warner Bros. Discovery, Inc. (WBD) Presents At Bank Of America 2025 Media, Communications & Entertainment Conference Transcript
Seeking Alpha· 2025-09-03 21:47
Group 1 - The company plans to split into Warner Bros. and Discovery Global, with the split expected to be completed by Q2 of next year [1][2] - The separation process is on track, with significant value creation opportunities identified [3] - The company has successfully reduced its net debt to approximately $30 billion since the merger [3] Group 2 - The restructuring and transformation efforts have been ongoing for three years since the merger [1] - There is positive momentum in business fundamentals and financial performance as the separation approaches [2] - The timing of the split is considered optimal following extensive deleveraging efforts [3]
Publicis Groupe S.A. (PUBGY) Presents At Bank Of America 2025 Media, Communications & Entertainment Conference Transcript
Seeking Alpha· 2025-09-03 20:41
Group 1 - The event features Arthur Sadoun, Chairman & CEO, making his first appearance at this particular event [4][5] - Adrien de Saint Hilaire, VP & Head of Media Research at Bank of America, leads the discussion and expresses pleasure in having Sadoun present [3][5] - The conversation is expected to cover current trading topics initially, followed by a broader discussion on long-term strategies [7][8]
Apple's AI Future
The Motley Fool· 2025-09-03 18:38
Elon Musk's xAI has sued Apple over its App Store practices, but the bigger news may be Apple considering acquiring some major AI start-ups. We also cover the government's interest in taking equity stakes in defense companies and Fox's weak hand as it looks for higher cable fees.In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss:Elon Musk suing Apple.Apple's AI future with Siri and potential acquisitions.The government's Intel stake and (potential) defense deals. ...
X @Bloomberg
Bloomberg· 2025-09-03 17:45
NBCUniversal’s ad inventory for the upcoming NFL season is 90% sold out, with the 2026 Super Bowl already fully booked https://t.co/cLfIhFDrR1 ...
Nexstar Media Group, Inc. (NXST) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript
Seeking Alpha· 2025-09-03 16:47
Question-and-Answer SessionJason BazinetCitigroup Inc., Research Division No, that's great. I'm super excited about this conversation just because it seems a little bit different, given how much interesting stuff is going on at your firm right now, given the pending transaction. So I would just like to start with a high-level question. If I step back and look at the last, I don't know, 5 years, 6 years, all of the big media companies went out and did acquisitions. They focused on national assets, didn't rea ...