DISCK News and Press, Discovery Inc. From 11/18/21

WarnerMedia (T -1%) intends to launch its own audience-measurement data operation next year, Variety reports - the latest big chip in the castle that is Nielsen Holdings' (NLSN -3.3%) multi-decade TV ratings business dominance. Warner hopes to deal some deals based on its measurement efforts ...

KeyBanc's "Key First Look Data" pores through credit card information to glean insights on memberships and churn at major streaming services, and along the way updates its price target higher on a key name. The bank used the account data to look at gross additions of unique customers and coho...

Comcast’s businesses will likely be growth-challenged over the next few years. Risks of reliance on China-related activities are rising rapidly. Extraction of significant profits and earnings growth from streaming is at best a long-term proposition. With risks rising fa...

AT&T is currently undervalued. The terms of the proposed merger/spinoff values the Discovery + WarnerMedia entity conservatively. Investors can buy AT&T at a fair price plus a stake in WarnerMedia + Discover future company at a discount. For further details see: ...

VIAC’s use of free cash flow over recent years points to a company with a ‘For Sale’ on its front lawn. The roll-up of legacy media companies is progressing quickly. VIAC’s few merger options give Bakish and Redstone limited negotiating power. For...

This merger is going to create a behemoth in the media and streaming business, seemingly overnight. Warner Bros Discovery should easily be able to trade blows with competitors such as Netflix or Disney. The current multiples assigned to the parent companies by the market simply ma...

Federal Reserve policy has favored the wealthy and widened the wealth gap. The hypocrisy of their efforts can be seen in the bifurcation of the "Have's" and the "Have Not's". While the wealthy travel the globe on private jets making policies largely unaffecting their lifestyle, th...

The merger puts Discovery in a very advantageous position for the next round of industry consolidation. Discovery’s stock price has barely reacted to merger news given the long approval process but this will change as the approval date approaches. Discovery looks like a muc...

Discovery (NASDAQ:DISCA) is 1.7% higher after edging expectations this morning with its third-quarter earnings, thanks to higher ad and distribution revenues. Overall, revenues rose 23% to a better-than-expected $3.15 billion. Available net income fell to $156 million from a year-ago $300 mil...

Discovery, Inc. (DISCA) Q3 2021 Earnings Conference Call November 3, 2021, 08:00 AM ET Company Participants David Zaslav – CEO Jb Perrette – CEO Gunnar Wiedenfels – CFO Andrew Slabin – Executive Vice President Conference Call Participants Doug Mitchelson – C...