2013年11月4日

[News]影視產業集團13年營收回顧與來年展望

來自THR的報導。一切都好,CBS, 21th Century Fox, Time Warner都是outperform。除了有線電視付費頻道的訂戶數還在衰退是不利因素,全球廣告量、新興市場、新付費通路都還在高速成長中。

其中有段有趣的是:Jayant and Joyce predict cable network segment operating profit could rise 3 percent for the quarter, while broadcasting could record a 5 percent improvement due to retransmission fees and reverse compensation revenue.

所謂的retransmission fee,指的是無線電視網無線電視台收費,而無線電視台跟轉播訊號的有線電視平台收費,等於是分了有線電視高成長的果實。

Wall Street is looking for latest commentary from the CEOs of Time Warner, Disney, CBS Corp. and others on the ad market, pay TV sub trends, digital licensing and carriage disputes.

Wall Street is gearing up for a big earnings week for Hollywood conglomerates, which will allow CEOs of sector biggies to discuss latest business trends as stocks continue to fly high and trade near all-time or multi-year highs.

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