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INDEPENDENT

EQUITY RESEARCH

& ADVISORY FIRM

Huber Research Partners Chart
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
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