Recent

RESEARCH

WEEKLY REPORTS

06/16/20   Weekly: Media, Internet, & Information Services
06/12/20   Credit Rating Agencies: Weekly Debt Issuance Data
06/12/20   Credit Rating Agencies: U.S. & Euro Credit Spreads

COMPANY REPORTS

06/17/20   Company Report: Moody’s (MCO)
06/16/20   Company Report: MSCI (MSCI)
06/15/20   Company Report: CarGurus (CARG) *
06/10/20   Company Report: New York Times (NYT) **
06/10/20   Company Report: Meredith (MDP)
06/10/20   Company Report: MSCI (MSCI)
06/08/20   Company Report: Tribune Publishing (TPCO) *

05/29/20   Company Report: S&P Global (SPGI)
05/28/20   Company Report: Moody’s (MCO)
05/27/20   Company Report: Tribune Publishing (TPCO) *

05/21/20   Company Report: Sinclair (SBGI)
05/21/20   Company Report: Gannett (GCI) *
05/20/20   Company Report: Entercom (ETM)
05/19/20   Company Report: Graham Holdings (GHC)
05/18/20   Company Report: MSCI (MSCI)
05/15/20   Company Report: Carvana (CVNA) *
05/15/20   Company Report: Meredith (MDP)
05/14/20   Company Report: Entercom (ETM)
05/14/20   Company Report: Meredith (MDP)
05/14/20   Company Report: News Corp. (NWSA)
05/14/20   Company Report: Fox Corporation (FOXA) *
05/12/20   Company Report: Cars.com (CARS) *
05/11/20   Company Report: Scripps (SSP)
05/11/20   Company Report: TEGNA (TGNA) *

05/08/20   Company Report: Live Nation (LYV) *

05/08/20   Company Report: TEGNA (TGNA)

05/08/20   Company Report: Scripps (SSP)

05/08/20   Company Report: News Corp. (NWSA)

05/07/20   Company Report: Fox Corporation (FOXA) *

05/07/20   Company Report: TEGNA (TGNA) *

05/07/20   Company Report: ViacomCBS (VIAC)

05/07/20   Company Report: Nexstar (NXST)

05/06/20   Company Report: New York Times (NYT) **

05/06/20   Company Report: Sinclair (SBGI)

05/06/20   Company Report: New York Times (NYT) **

05/06/20   Company Report: Nexstar (NXST)

05/05/20   Company Report: Thomson Reuters (TRI) *

05/05/20   Company Report: Carvana (CVNA) *

05/05/20   Company Report: Graham Holdings (GHC)

05/05/20   Company Report: Thomson Reuters (TRI) *

05/05/20   Company Report: S&P Global (SPGI)

05/05/20   Company Report: Moody’s (MCO)

05/04/20   Company Report: WPP (WPP) *

05/01/20   Company Report: Twitter (TWTR)

​

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* Covered by Doug Arthur

** Co-Covered by Doug Arthur & Craig Huber

Recent

PRESS

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)

04/08/20   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)
12/20/19   Last-minute federal legislation brings pension relief and 'runway' for community newspapers (Seattle Times)
11/18/19   Newspaper Publisher McClatchy Teeters Near Bankruptcy (Bloomberg)
11/14/19   Shareholders of USA Today owner Gannett and New Media Investment Group Approve Merger (USA Today)
11/13/19   McClatchy Warns of Potential Restructuring, Pension Takeover (Bloomberg)
10/24/19   Twitter ad platform suffers tech glitches, hitting revenue; shares tumble (Reuters)
08/12/19   CBS shareholders to get slight premium from Viacom deal (Reuters)
08/12/19   Entercom slashes divident by 78% (Philadelphia Business Journal)
08/05/19   GateHouse media parent to buy Gannett for $1.4 billion (Wall Street Journal)
06/07/19   Tribune Publishing to pay $56 million special cash dividend to shareholders (Chicago Tribune)
05/16/19   Gannett and Tribune may restart merger talks after surviving takeover bids (New York Post)
03/20/19   Reading Eagle to file for bankruptcy protection, meets with potential buyers (The Morning Call)
02/22/19   New York Times Subscriber Hunt Sends Gray Lady to Middle America (Bloomberg)
02/11/19   A hedge fund's 'mercenary' strategy: Buy newspapers, slash jobs, sell the buildings (Washington Post)
01/18/19   Decimation of daily newspapers sets stage for potential Star sale (Indianapolis Business Journal)
12/03/18   Emanuel confidant Michael Sacks eyes Tribune Publishing (Crane's Chicago)
11/01/18   Failing? No, says New York Times after online boost (Reuters)
11/01/18   Cordillera station buy to lift Scripps' retrans, political ad revenues (SNL Kagan)
10/26/18   Snap Shares Fall Despite Beating Earnings and Revenue Estimates (The Street)
10/19/18   Interpublic Organic Growth Surpasses Rivals on Higher Client Spending (Reuters)
09/24/18   Time Magazine's Financials Show Erosion in Print Business (Wall Street Journal)
09/07/18   Facebook's Ad Partners Are Sticking With the Platform: Goldman (The Street)
09/06/18   Bloomberg Markets TV Appearance on CBS (Bloomberg News)
09/06/18   CBS negotiating Moonves' exit and Viacom merger standstill: sources (Reuters)
09/06/18   Anonymous op-ed good for 'failing New York Times' (Crain's New York)
09/04/18   Wall Street's 30 Days of Hell: No Sleep, No Meals, No Family (Bloomberg)
08/27/18   Netflix Stock Is on a Mini Winning Streak - Here's Why (The Street)
08/09/18   Tronc shares leap on news of Donerail takeover interest (New York Post)
08/07/18   Bridgeman urged to proceed with caution in Sports Illustrated bidding (Courier-Journal)
07/27/18   CBS Slides as CEO Les Moonves Is Accused of Sexual Misconduct (Barron’s)
07/25/18   Tronc shares tumble despite takeover rumors (New York Post)
07/20/18   Analysis: FCC’s character concerns imperil more than Sinclair’s Tribune deal (SNL Kagan)
07/13/18   Netflix’s Risk from Rising Interest Rates is Just a ‘Rounding Error’ (Business Insider)
07/09/18   Groupon Acquisition Is a ‘Discount Deal’ for the Right Buyer (TheStreet)
07/01/18   Buyers Are Circling Tronc After Split With Flagship LA Times (Bloomberg)
06/16/18   Historic sale of the LA Times to billionaire Soon-Shiong to close on Monday (LA Times)
05/11/18   Thomson Reuters expects higher 2018 costs, shares drop (Reuters)
05/03/18   New York Times' subscriber addition slows, shares fall (Reuters)
04/12/18   Facebook could enjoy the 'unintended consequences' of new regulations (Business Insider)
03/21/18   Meredith to cut about 1,200 jobs, sell some Time publications (Reuters)
03/21/18   Time Magazine, Fortune Put Up for Sale by New Owner Meredith (Bloomberg)
03/08/18   Tronc shares tank after execs offer no fiscal guidance for 2018 (New York Post)
02/27/18   Netflix is already up 45% this year-you might want to just 'buy the darn thing' (Business Insider)
02/23/18   Kylie Jenner fleeing Snap might be just the beginning (Business Insider)
02/08/18   New York Times beats as digital subscriptions surge, shares rise (Reuters)
02/07/18   Bil. Soon-Shiong close to deal to buy LA Times & San Diego Union-Tribune (LA Times)

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