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Anxious For Netflix's Q3 Results? Here's A Primer
Sunday, September 10, 2017 - 7:41pm | 392Read More...Original series have played a tremendous role in Netflix, Inc. (NASDAQ: NFLX)'s ascension to dominance as a premium entertainment destination. Now even bolder bets on original niche content are pushing subscriber growth even further. “Series like Marvel’s The Defenders, 13 Reasons Why...
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Netflix Could Guide 2017 Net Streaming Adds To 17 Million
Friday, April 7, 2017 - 8:57am | 481Read More...With Netflix, Inc. (NASDAQ: NFLX) scheduled to report its first-quarter 2017 results after the close on April 17, analysts have been busy estimating how the company might have fared during the quarter. An article on the Motley Fool stating that interest in the quarterly numbers appears to have...
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3 Things To Think About Following Netflix's 'Spectacular' Q4 Earnings
Thursday, January 26, 2017 - 10:18am | 380Read More...Netflix, Inc. (NASDAQ: NFLX) reported impressive Q4 results on January 18, sending the stock up 5.5 percent the next day. “Whether bull or bear, it seems there are some misconceptions out there surrounding select dynamics within the over-the-top (OTT) ecosystem as well as NFLX-specific tenets...
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A Netflix Earnings Preview: Q1 Guidance Will Be In Focus
Friday, January 13, 2017 - 8:29am | 285Read More...Netflix, Inc. (NASDAQ: NFLX) is scheduled to report its Q4 2016 results on January 18. With the exception of China, Netflix is now “fully launched in every country on the planet that has high-speed broadband infrastructure,” Loop Capital Markets’ David Miller said in a report...
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CBS Investors Look To 2018; This Year Will Be A Transition Year
Friday, January 6, 2017 - 8:14am | 353Read More...Although CBS Corporation (NYSE: CBS) could generate flattish EBITDA and earnings growth in 2017, the company’s 2018 earnings potential is significant due to “a number of unique catalysts,” Loop Capital Markets’ David W. Miller said in a report. He maintains a Buy rating on...
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'The Crown' Will Bolster Netflix's Q4 Numbers
Wednesday, December 21, 2016 - 8:23am | 336Read More...Similar to the “runaway success” of "Stranger Things," Loop Capital’s David W. Miller expects "The Crown" to drive subscriber figures for Netflix, Inc. (NASDAQ: NFLX) in Q4, which will become apparent when the company reports its results on January 16. Miller maintains a Buy...
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Takeover Speculation In MSG Networks Is 'Inefficient'; Loop Downgrades To Sell
Friday, December 16, 2016 - 10:06am | 409Read More...Loop Capital’s David W. Miller believes the recent run-up in MSG Networks Inc (NYSE: MSGN) shares was mostly driven by take-out speculations. Miller downgraded the rating on the company from Hold to Sell, with a price target of $18. Other Options The analyst believes at the current levels,...
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The Mechanics Of The AT&T-Time Warner Deal Explained
Monday, October 24, 2016 - 8:51am | 351Read More...AT&T Inc. (NYSE: T) announced over the weekend that it had entered into an agreement to acquire 100 percent of Time Warner Inc (NYSE: TWX) in a combination cash-stock deal that valued Time Warner at $108,7 billion or $107.50 per share. Loop Capital’s David W. Miller maintained a Buy...
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Netflix 'Will Likely Be A Massive FCF Producer By 2018'
Tuesday, October 18, 2016 - 6:45am | 288Read More...Netflix, Inc. (NASDAQ: NFLX) reported its Q3 revenue, EBIT and subscriber additions ahead of expectations. Although the company is currently a net cash user, it would likely become “a massive FCF producer” by F2018, Loop Capital Markets’ David W. Miller said in a report. He...
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Netflix's Q2 Subscribers Miss 'A Mere Hiccup'
Wednesday, October 5, 2016 - 8:41am | 393Read More...Loop Capital’s David W. Miller believes the subscriber guidance miss Netflix, Inc. (NASDAQ: NFLX) reported for Q2 was “merely a bump in the road.” Miller initiated coverage of the company with a Buy rating and price target of $125. Competitive Advantage The analyst believes that...
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Lions Gate Has A Big Weekend Ahead With 'Deepwater Horizon'
Thursday, September 29, 2016 - 9:53am | 378Read More...Loop Capital’s David W. Miller expects a big weekend for Lions Gate Entertainment Corp. (USA) (NYSE: LGF), with the upcoming opening of "Deepwater Horizon," which is set to hit 4,510 screens across the United States against very little competition. Miller maintains a Buy rating on the company...
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Disney Unlikely To Acquire Twitter Based On Past Deals
Tuesday, September 27, 2016 - 6:57am | 331Read More...Shares of Walt Disney Co (NYSE: DIS) slid 1.4 percent on September 26 on unconfirmed rumors of the company being set to place a bid for Twitter Inc (NYSE: TWTR). “[W]e find it hard to believe that, given terminal values in the $25 - 30B range, DIS will be able to make the deal work in a...
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Sell Clear Channel Outdoor, Says Loop Capital
Tuesday, September 13, 2016 - 9:07am | 398Read More...Loop Capital’s David W. Miller believes that with a majority of Clear Channel Outdoor Holdings, Inc. (NYSE: CCO) being owned by private equity and with the float being thin, the company’s structure is “fundamentally flawed as a stub equity piece.” Miller initiated coverage...
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Loop Capital Initiates Outfront Media At Hold, Advises To Avoid 'Sloppy' Earnings
Tuesday, September 13, 2016 - 8:19am | 465Read More...Although the sale of the Latin American business has created a more simplified structure for Outfront Media Inc (NYSE: OUT), Loop Capital’s David W. Miller noted that the company’s earnings releases have been “sloppy” of late. Given the current market environment, the...
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Lamar Advertising A 'Get Rich Slowly' Company
Tuesday, September 13, 2016 - 7:43am | 346Read More...“While Outdoor advertising doesn't have the flash and glamor of, say, the film business, or the OTT video business, we ask Media investors to think of LAMR as a "get rich slowly" stock,” Loop Capital Markets’ David W. Miller said in a report. He initiated coverage...
