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
11/22/24 Credit Rating Agencies: Weekly Debt Issuance Data
11/22/24 Credit Rating Agencies: U.S. & Euro Credit Spreads
11/21/24 NFL Viewership Trends
10/14/24 Media, Internet & Information Services Report
COMPANY REPORTS
11/22/24 Company Report: Moody’s (MCO)
11/21/24 Company Report: Gray Television (GTN)
11/20/24 Company Report: Warner Bros. Discovery (WBD) *
11/20/24 Company Report: CarGurus (CARG) *
11/18/24 Company Report: TEGNA (TGNA) **
11/18/24 Company Report: CoStar (CSGP)
11/18/24 Company Report: Nexstar (NXST)
11/18/24 Company Report: Warner Bros. Discovery (WBD) *
11/15/24 Company Report: TransUnion (TRU)
11/15/24 Company Report: Disney (DIS) *
11/14/24 Company Report: Disney (DIS) *
11/12/24 Company Report: Live Nation (LYV) *
11/12/24 Company Report: Live Nation (LYV) *
11/11/24 Company Report: Cars Commerce (CARS) *
11/08/24 Company Report: Live Nation (LYV) *
11/08/24 Company Report: CarGurus (CARG) *
11/08/24 Company Report: Paramount (PARA)
11/08/24 Company Report: News Corp. (NWSA)
11/08/24 Company Report: Gray Television (GTN)
11/07/24 Company Report: Warner Bros. Discovery (WBD) *
11/07/24 Company Report: Sinclair (SBGI)
11/07/24 Company Report: TEGNA (TGNA) **
11/07/24 Company Report: Nexstar (NXST)
11/07/24 Company Report: Warner Bros. Discovery (WBD) *
11/06/24 Company Report: Thomson Reuters (TRI) *
11/05/24 Company Report: Scripps (SSP)
11/05/24 Company Report: Gannett (GCI)
11/05/24 Company Report: Thomson Reuters (TRI) *
11/04/24 Company Report: New York Times (NYT) **
11/04/24 Company Report: FOX Corporation (FOXA) *
11/04/24 Company Report: Scripps (SSP)
11/04/24 Company Report: S&P Global (SPGI)
11/04/24 Company Report: New York Times (NYT) **
11/01/24 Company Report: Dun & Bradstreet (DNB)
10/31/24 Company Report: Carvana (CVNA) *
10/31/24 Company Report: Criteo (CRTO) *
10/31/24 Company Report: Meta (META)
10/31/24 Company Report: Dun & Bradstreet (DNB)
10/30/24 Company Report: Graham Holdings (GHC)
10/30/24 Company Report: Snap (SNAP)
10/30/24 Company Report: Criteo (CRTO) *
10/30/24 Company Report: MSCI (MSCI)
10/29/24 Company Report: New York Times (NYT) **
10/29/24 Company Report: MSCI (MSCI)
10/28/24 Company Report: Moody’s (MCO)
10/25/24 Company Report: New York Times (NYT) **
10/24/24 Company Report: CoStar (CSGP)
10/24/24 Company Report: TransUnion (TRU)
10/24/24 Company Report: WPP Plc (WPP) *
10/24/24 Company Report: S&P Global (SPGI)
10/23/24 Company Report: Warner Bros. Discovery (WBD) *
10/23/24 Company Report: WPP Plc (WPP) *
10/23/24 Company Report: TransUnion (TRU)
10/22/24 Company Report: Interpublic (IPG)
10/22/24 Company Report: Moody’s (MCO)
10/21/24 Company Report: Equifax (EFX)
10/18/24 Company Report: Netflix (NFLX)
10/17/24 Company Report: Publicis Groupe (PUB-PAR) *
10/17/24 Company Report: Equifax (EFX)
10/16/24 Company Report: Omnicom (OMC)
10/15/24 Company Report: MSCI (MSCI)
10/14/24 Company Report: Carvana (CVNA) *
10/15/24 Media Fact Book - Fall 2024
10/11/24 Company Report: FOX Corporation (FOXA) *
10/09/24 Company Report: WPP Plc (WPP) *
10/07/24 Company Report: Disney (DIS) *
10/07/24 Company Report: New York Times (NYT) **
10/04/24 Company Report: Live Nation (LYV) *
10/02/24 Company Report: TEGNA (TGNA) **
10/01/24 Company Report: Warner Bros. Discovery (WBD) *
09/30/24 Company Report: Sinclair (SBGI)
09/27/24 Company Report: Disney (DIS) *
09/25/24 Company Report: TransUnion (TRU)
09/25/24 Company Report: CarGurus (CARG) *
09/24/24 Company Report: MSCI (MSCI)
09/23/24 Company Report: Warner Bros. Discovery (WBD) *
09/20/24 Company Report: Criteo (CRTO) *
09/20/24 Company Report: Equifax (EFX)
09/20/24 Company Report: Omnicom (OMC)
09/20/24 Company Report: FactSet (FDS)
09/19/24 Company Report: FactSet (FDS)
09/05/24 Company Report: Omnicom (OMC)
09/04/24 Company Report: News Corp. (NWSA)
* Covered by Doug Arthur
** Co-Covered by Doug Arthur & Craig Huber
Recent
PRESS
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)
12/31/21 This Mini Berkshire Hathaway Flies Under the Radar. And Its Stock Is Cheap (Barron’s)
12/28/21 Twitter is aggressively changing its platform. Is it too little, too late? (Times Square Investment Journal)
12/03/21 FactSet, Molina, Signature Shape Up as Contenders for S&P 500 (Bloomberg)
12/02/21 Lee Enterprises top shareholder opposes current buyout terms (Dealreporter)
11/12/21 Price of Buffalo News is going up, but by how much? (WIVB)
11/11/21 Live Nation stock is down after Astroworld, but for how long? (Billboard News)
07/09/21 Analysts see financial obstacles to a Sinclair NBCU sports net purchase (S&P Global)
06/18/21 TV Appearance: A lot of good news is already baked into Live Nation stock price (BNN Bloomberg)
05/24/21 Huber Research: ‘The reputation of Alden Global Capital is that they are vicious cost cutters’ (WGN Radio)
05/15/21 Tribune Publishing employees hold 11th hour ‘Save Local News’ Rally [...] (Chicago Tribune)
05/06/21 In a hedge fund’s bid for Tribune’s newspapers, a hidden risk lurks in the fine print (Washington Post)
05/05/21 New York Times subscription growth slows as ‘Trump Bump’ fades (New York Post)
04/27/21 Big tech earnings-palooza arrives as Alphabet reports quarterly sales (Axios)
04/22/21 Everybody Wants To Be A Used Car Billionaire (Bloomberg)
04/12/21 Live events industry eyes pandemic comeback (Axios)
03/29/21 Shares in ViacomCBS tumble, Discovery volatile after sharp slide last week (Reuters)
02/26/21 TV Appearance: Live Concerts Likely Won’t Return Until 2022: Analyst (BNN Bloomberg)
02/16/21 New York hedge fun Alden to acquire The Morning Call’s parent company (The Morning Call)
01/11/21 The DOW Fell 89 Points Because Stocks Are Way Overextended (Barron’s)
12/23/20 Here Are Barron’s 10 Top Stocks for the New Year (Barron’s)
12/11/20 Hallucinations? No, Valuations (Grant’s Interest Rate Observer)
11/29/20 S&P to Buy IHS for $39 Billion in Year’s Second-Biggest Deal (Bloomberg)
09/15/20 Meredith Corp. could split its assets as publishing industry continues to tumble (New York Post)
08/25/20 As sale of National Enquirer collapses, some wonder if the tabloid is too hot to handle (Washington Post)
08/12/20 Facebook’s ‘copycat’ Reels video feature poses risks to beleaguered TikTok (SNL Kagan)
08/10/20 Why a Twitter–TikTok Deal is Highly Unlikely (TheStreet)
07/11/20 Hedge Funds Square Off for Swath of Ailing American Newspapers (Bloomberg)
06/16/20 Heath Freeman is the hedge fund guy who says he wants to save local news (Washington Post)
05/09/20 Credit-rating agencies are back under the spotlight (The Economist)
05/04/20 Almar Latour Named CEO of Wall Street Journal Publisher Dow Jones (Wall Street Journal)
04/27/20 Newspapers fighting for survival as COVID-19 ravages ad spending (SNL Kagan)
04/14/20 Alleged COVID-19 Misinformation Raises Regulatory Questions for Broadcasters (S&P Global)
04/08/20 ViacomCBS's Downward Spiral is Accelerating as Talk of Unraveling Grows (Forbes)
03/19/20 Live Nation Stock Fights Back After Wednesday's Brutal Sell-Off (Variety)
03/18/20 Live Nation Stock Keeps Tumbling as Coronavirus Self-Isolation Becomes Commonplace (Billboard)
02/26/20 Netflix may gain as more people stay indoors due to coronavirus (Reuters)
02/26/20 Netflix, Disney+ may get a boost from coronavirus (Fox Business)
02/14/20 McClatchy's Fall and the End of the American Family Newspaper (Forbes)
01/30/20 Investors Are Cheering Warren Buffet's Newspaper Sale. That's Bad News for the Papers (Forbes)
For more information on our research or our firm, please contact us by phone at (203) 930-7755 or by email info@huberresearch.com.