
INDEPENDENT
EQUITY RESEARCH
& ADVISORY FIRM

Huber Research Partners is an independent equity research and advisory firm specializing in media, internet, and information services stocks. Our firm is dedicated to providing value-added research to leading global institutional investors through a quarterly subscription model.
CEO and Founder Craig Huber and his research team, including Doug Arthur, have been repeatedly ranked #1 in the media sector by Institutional Investor, Greenwich Associates, and Financial Times / StarMine and highly recognized in The Wall Street Journal for industry-leading media analysis, prior to going out independent.
Recent
RESEARCH
WEEKLY REPORTS
03/27/26 Credit Rating Agencies: Weekly Debt Issuance Data
03/27/26 Credit Rating Agencies: U.S. & Euro Credit Spreads
COMPANY REPORTS
04/01/26 Company Report: FactSet (FDS)
03/31/26 Company Report: Fubo (FUBO) *
03/31/26 Company Report: Sinclair (SBGI)
03/31/26 Company Report: FactSet (FDS)
03/30/26 Company Report: Trade Desk (TTD) *
03/26/26 Company Report: MSCI (MSCI)
03/26/26 Company Report: Thomson Reuters (TRI) *
03/23/26 Company Report: TransUnion (TRU)
03/18/26 Company Report: Trade Desk (TTD) *
03/18/26 Company Report: Fair Isaac Corp (FICO)
03/17/26 Company Report: Omnicom (OMC)
03/16/26 Company Report: Warner Bros. Discovery (WBD) *
03/11/26 Company Report: Equifax (EFX)
03/11/26 Company Report: TransUnion (TRU)
03/10/26 Company Report: WPP Plc (WPP) *
03/09/26 Company Report: Live Nation (LYV) *
03/05/26 Company Report: Trade Desk (TTD) *
03/05/26 Company Report: TEGNA (TGNA)
03/04/26 Company Report: Scripps (SSP)
03/03/26 Company Report: USA Today (TDAY)
03/03/26 Company Report: Gray Media (GTN)
03/02/26 Company Report: Nexstar (NXST)
03/02/26 Company Report: TEGNA (TGNA)
02/27/26 Company Report: Cars Commerce (CARS) *
02/27/26 Company Report: Warner Bros. Discovery (WBD) *
02/27/26 Company Report: CoStar (CSGP)
02/27/26 Company Report: Netflix (NFLX)
02/26/26 Company Report: Trade Desk (TTD) *
02/26/26 Company Report: Warner Bros. Discovery (WBD) *
02/26/26 Company Report: Gray Media (GTN)
02/26/26 Company Report: Nexstar (NXST)
02/26/26 Company Report: Scripps (SSP)
02/26/26 Company Report: Paramount Skydance (PSKY)
02/25/26 Company Report: Fox Corporation (FOXA) *
02/25/26 Company Report: CoStar (CSGP)
02/24/26 Company Report: CarGurus (CARG) *
02/20/26 Company Report: Live Nation (LYV) *
02/20/26 Company Report: Moody’s (MCO)
02/19/26 Company Report: Carvana (CVNA) *
02/19/26 Company Report: Omnicom (OMC)
02/18/26 Company Report: Thomson Reuters (TRI) *
02/18/26 Company Report: News Corp. (NWSA)
02/18/26 Company Report: Moody’s (MCO)
02/17/26 Company Report: Omnicom (OMC)
02/17/26 Company Report: Warner Bros. Discovery (WBD) *
02/13/26 Company Report: TransUnion (TRU)
02/12/26 Company Report: Live Nation (LYV) *
02/12/26 Company Report: TransUnion (TRU)
02/11/26 Company Report: Criteo (CRTO) *
02/11/26 Company Report: S&P Global (SPGI)
02/10/26 Company Report: New York Times (NYT) **
02/10/26 Company Report: S&P Global (SPGI)
02/06/26 Company Report: Fox Corporation (FOXA) *
02/06/26 Company Report: Snap (SNAP)
02/06/26 Company Report: News Corp. (NWSA)
02/05/26 Company Report: Thomson Reuters (TRI) *
02/05/26 Company Report: Equifax (EFX)
02/05/26 Company Report: New York Times (NYT) **
02/04/26 Company Report: Thomson Reuters (TRI)
02/04/26 Company Report: Fox Corporation (FOXA) *
02/04/26 Company Report: New York Times (NYT) **
02/04/26 Company Report: Equifax (EFX)
02/03/26 Company Report: Publicis (PUB-PAR) *
02/02/26 Company Report: Disney (DIS) *
02/02/26 Company Report: Disney (DIS) *
* Covered by Doug Arthur
** Co-Covered by Doug Arthur & Craig Huber
Recent
PRESS
03/06/26 Warner Bros. CEO Sells $113 Million of Stock After Paramount Bid (Bloomberg)
02/18/26 New York Times Hits All-Time High After Buffett Blessing (Bloomberg)
01/12/26 Paramount sues Warner Bros. for Netflix deal details, plans proxy fight (Reuters)
12/04/25 Meta to cut up to 30% of met averse budget, Bloomberg news reports (Reuters)
12/08/25 Paramount makes $108.4 billion hostile bid for Warner Bros. Discovery (Reuters)
09/28/25 Kimmel, Nexstar, Sinclair and the future of late night (S&P Global)
09/25/25 After Jimmy Kimmel returns, late-nights future remains in question (S&P Global)
09/09/25 Lachlan Murdoch, the Media Prince Who Would be King (NYTimes)
07/24/25 Hearst and Alden Global Capital duke it out once again, this time in Texas (A Media Operator)
05/15/25 This ad agency could be the next ‘quality stock’ (Investors’ Chronicle)
04/28/25 Advertising Giants Brace for Tariff-Induced Cuts to Ad Spending (Bloomberg)
04/14/25 KKR signs $3.1 billion deal to buy post-trade services venture from S&P Global, CME (Reuters)
03/26/25 The Lex Newsletter: Here Come the Hopefuls (Financial Times)
01/31/25 Sinclair tightens pricing on refi notes; docs include J Crew, Chewy and anti-Serta protections (Debtwire)
10/01/24 Audacy Makes it all the way back (Radio World)
09/12/24 MSCI shares will show the future of ESG (Reuters)
03/11/24 Audacy prepares to emerge from Chapter 11 bankruptcy (Radio World)
02/26/24 Fox New’s Streaming Playbook: Hollywood Stars and Conservative Documentaries (WSJ)
02/19/24 Liberal billionaire George Soros may be the least of Audacy’s post-bankruptcy concerns (Bus. Journal)
01/09/24 Bankruptcy reorganization raises new questions about what’s next for Audacy (Inside Radio)
01/07/24 WIP, KYW parent Audacy files for bankruptcy protection with deal to give bondholders [...] (Bus. Journal)
01/03/24 Audacy close to filing for bankruptcy (Radio World)
12/08/23 Paramount soars after reports of takeover interest (Reuters)
11/02/23 Paramount says its investments in streaming have peaked, shares jump (Reuters)
09/13/23 Disney-Charter Feud Portends Carnage in Cable TV. ‘The Market’s Been Warned.’ (WSJ)
08/09/23 TV Interview: ESPN signs betting deal with Penn Entertainment (Bloomberg)
08/08/23 Audacy agrees to sell more assets, warns of possible bankruptcy if talks with creditors stall (Bus. Journal)
07/22/23 Analysts: Carvana future still up in the air (Automotive News)
07/21/23 Hollywood Strike Clouds ‘Barbenheimer’ Bump for Movie Stocks (Bloomberg)
07/21/23 Hollywood Strike Dims Hope of Barbenheimer Bump for Movie Stocks (Bloomberg)
07/20/23 Netflix quarterly revenue misses forecasts, shares slide (Reuters)
07/14/23 TV Interview: ‘I think the labour department will get involved’ in Hollywood: Director (Bloomberg)
06/15/23 TV Interview: Disney Delays Releases of Avatar, Avengers Films (Bloomberg)
05/22/23 Audacy’s stock delisting can’t be blamed on a soft advertising market alone (Billboard)
05/08/23 TV Interview: TV viewership may decline further after Hollywood writers strike (Bloomberg)
05/04/23 Paramount Global disappoints on weak ad market, cuts dividend (Reuters)
04/26/23 How Tucker Carlson’s exit could financially impact Fox Corporation, according to experts (ABC News)
04/19/23 DJ Fox to pay $787.5 million to settle dominion lawsuit (WSJ)
04/18/23 How badly could the Dominion suit hurt Fox News (CBS News)
04/16/23 Fox News, Dominion prepare for Battle in $1.6 billion defamation trial (WSJ)
03/17/23 Audacy will need to cut costs ‘into the bone’ to survive the next year, analyst says (Business Journal)
03/14/23 S&P Sees Quick Rebound for Corporate Bond Sales Silenced by SVB (Bloomberg)
02/16/23 Paramount to raise streaming prices as ad slump knocks revenue (Reuters)
12/23/22 Media mogul Michael Bloomberg looking to buy Dow Jones or Washington Post (Reuters)
11/23/22 Potential News Corp, Fox reunion faces opposition from large shareholder (CNBC)
11/21/22 Activist investor asks News Corp to spin off unit instead of merger with Fox (Reuters)
10/25/22 Moody’s Corp gains as brokerages upbeat on co’s long-term prospects (Reuters)
08/29/22 Netflix could offer ad-supported plan at $7 to $9 a month. What it means (Barron’s)
07/18/22 Cost cutting the priority for Caravan, peers (Automotive News)
07/17/22 Carvana pressured to cut costs amid waning used-car demand (Automotive News)
07/07/22 Analyst not feeling Nexstar/The CW rumored romance (S&P Global)
06/27/22 Teleram’s premium service faces tough odds but still worth trying (S&P Global)
05/19/22 Popular Science Owner Recurrent Ventures Raises $300 Million in Blackstone-Led Round (WSJ)
05/13/22 Carvana, Vroom and Shift see stock prices, fortunes fall (Automotive News)
05/13/22 Twitter shares plummet as Musk raises new doubts about acquisition (The Verge)
05/04/22 Ad-supported Netflix tier presents mixed opportunity for Europe (S&P Global)
04/12/22 Newspapers keep eliminating print days. They say it’s for the best (Washington Post)
03/30/22 Going private gives Nielsen new flexibility to invest, analysts say (InsideRadio)
03/09/22 Gannett: Inaccurate information to advertisers corrected, unintentional ‘human error’ (USA Today)
For more information on our research or our firm, please contact us by phone at (203) 930-7755 or by email info@huberresearch.com.
Huber Research Partners, LLC
4 Greenwich Office Park
Greenwich, CT
06831
(203) 930-7755
info@huberresearch.com

