Competition for television content is increasing. At a minimum, this will increase the costs BSkyB has to pay for content, and potentially could cause it to lose its lock on major sporting events.Ofcom is cracking down more from a regulatory perspective. It has successfully forced BSkyB to reduce
After the failure of JS Acquisition's plan to take the firm private, Emmis faces tough challenges.
Business conditions have improved for LIN, but a high debt burden remains a challenge.
QVC is a solid asset, but we think Liberty's complex structure makes the shares risky.
Increased competition will largely offset secular tailwinds in the long run for ValueClick.
Comcast continues to steadily gain share as it inches toward the finish line on the NBCU deal.
After roughly a decade of operation, Mediacom has failed to create value for investors. The stock is far below the price at which it was initially offered to the public ($19), and the firm's enterprise value (debt plus market capitalization) today is roughly equal to the amounts paid to acquire the
The long-term success of Liberty Capital's financial engineering strategy is far from guaranteed.
A slower-than-expected economic recovery could affect advertising sales, which represents about 50% of Discovery's revenue.International expansion can be challenging, as Discovery grows into economies with infrastructures that are in various stages of development. Potential agreements may contain
Although the firm faces tough industry dynamics, growth prospects have improved for Valassis.