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Evercore ISI
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Premium Content
01/09/2020
Comcast Signs on ViacomCBS Dotted Line
Comcast and ViacomCBS took folks by surprise Wednesday, announcing a long-term carriage deal that includes the 23 CBS-owned stations as well as Showtime, CBS Sports Network, Smithsonian Channel and Pop TV.
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Premium Content
11/01/2019
WWE Shares Slammed After Middle East Deal Delay
The WWE’s top talent may be gathered in Riyadh for the company’s Crown Jewel PPV event, but delays in the wrestling giant’s plans to secure TV distribution deals in the Middle East and India had stocks falling by as many as 19 points Thursday post-earnings call.
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Premium Content
10/31/2019
HBO Max Impresses, But Leaves Plenty of Questions Unanswered
Analysts left the grand reveal of HBO Max Tuesday with a mixed bag of emotions: the product looked really great, but will it actually be good for AT&T’s business?
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Premium Content
10/15/2019
Evercore Drops AMC Networks to Underperform
Evercore ISI has revised its expectations for AMC Networks ahead of the upcoming earnings season, changing its recommendation to “Underperform” from “In Line.”
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Premium Content
10/11/2019
3Q Preview: Cable Shines as Netflix Needs to Impress
We’re less than a week away from another round of earnings, and early predictions have folks far more optimistic about what’s to come from cable’s biggest players than the superstars of streaming.
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Premium Content
10/10/2019
Liberty Latin America Goes Shopping at AT&T
Liberty Latin America will acquire all of AT&T’s wireless and wireline assets in Puerto Rico and the US Virgin Islands in an all-cash transaction valued at $1.95bln.