Katherine Styponias
Katherine Styponias
benefit cable check cost costs couple feeds gone larger last marketing movies nomination producing stayed studio
The cost of producing movies has stayed in check the last couple of years. Marketing costs have gone up, but it's still a benefit because it feeds a nomination for a studio that's part of a larger conglomerate such as a cable network.
arrows cable companies due fact growing growth offer rate satellite services shares since smaller
Satellite companies are working on smaller bases, and their (market) shares have been growing since 1995 when they started. Their growth rate is slowing, however. Part of that is due to the fact that cable has got more arrows in their quiver now by being able to offer more services to a customer.
buyers clear difficult exit financial given justify lack leverage likely possible required though
It is possible that other financial buyers show interest, though we think given the leverage likely required by an acquisition and the lack of a clear exit strategy, it would be difficult to justify the purchase.
benefit benefits box direct drives home pay revenue talent tv
The direct benefit to them is through the box office, which not only benefits that revenue stream, but also home video, pay TV and the like. Indirectly, it benefits them because it potentially drives the right talent to them.
aspect board everybody meeting overall strategy understand
The most important aspect of tomorrow's meeting is to get everybody on board and to understand the overall strategy of what they are doing.
negative performance quarter reflects turn
While the studio's performance in the quarter will look dreadful, we don't think it reflects a significant negative turn in Disney's film business.