Last quote by Brian Wieser
Brian Wieser quotes
There are many alternative services for consumers to look at and many more to come, on top of the networks offering their own stand-alone services.
It makes it easier for someone to go poach them, no question.
If they believe in the company, they have to believe the stock is cheap, in which case they know the next issuance will provide value.
Even if the former management had stayed in place they are contending with a big demographic cliff as their viewers tend to be older.
It's hard to imagine if Trump were to be looking to build a media operation that it would be anything [except] small.
Historically, on the ad industry, the impact was pretty limited. The money associated with advertising, not related to the Olympics, still showed up.
To give a sense of the scale of Facebook's beat, its advertising outperformance vs. consensus expectations was almost as large as the total advertising revenue base in the quarter for the industry's #4 player, Twitter.
It now becomes somewhat easier to justify investing in content.
You have a few months right now where you are pretty much well assured that you won't have an audience issue, so it is a good time to lock up talent and make sure the course is corrected.
It's hard to convey optimism about Viacom when the numbers aren't showing improvement. Investors are not likely to get confidence back anytime soon.
It seems pretty clear that the only reason this is happening even is because of the threat of the proxy fight.
Facebook is eating the lunch of everybody in the industry and along with Google is in a co-hegemonic position where both are able to capture a disproportionate amount of spending.
The majority of investors think that the business or management or both are impaired and the way in which they casually revised their affiliate fee outlook was the biggest problem for investors.
It would have been a surprise if they had a profit. Here's the number that really matters. It's the revenue per customer. The question is how much is the typical commitment they're getting from advertisers at this time.