Posts Tagged ‘ESPN’

The Walt Disney Company Breaking News

The Walt Disney Company Breaking News

Disney is an iconic company with a large portfolio of beloved characters it has only begun to monetize.

Disney’s multi platform strategy ensures strong and sustained growth as the company continues to capitalize on its most recent Frozen and expanding Marvel Franchises.

The next generation of Star Wars films provide the opening of yet another franchise to generate growth over the Disney multi platform strategy in 2015 and beyond.

Despite its market premium Disney should be strongly considered as a core growth holding as it offers a predictable source of sustained growth over a variety of media platforms.

Walt Disney reported its Q2 FY 2014 earnings on May 07, 2014, posting an adjusted diluted EPS of $1.11 up 41% YoY.

Disney is a typical growth company and has posted continuously increasing revenues since 1991 except for a couple of years immediately after the 2001 and 2008 recessions.

Disney’s growth is expected to continue going forward and in 2015 the company is expected to post record profits.

Projects in the pipeline, increasing top and bottom lines and aggressive share buyback programs make the stock attractive for long term investors.

Something has to give with pay TV and sports

Pay TV operators (DISH, DTV, CHTR, CVC, TWC) will have to spend about $18.32 a month per subscriber within wo years to gain broad rights to sports content, according to estimates from SNL Kagan. That figure makes it difficult for the group to offer smaller bundles to bring back cord cutters and lure cord nevers. The major sports broadcasters (DIS, TWX, FOXA, CMCSA, CBS) only earned about $1.17 a month in 1995, despite lacking any competition from streaming or online services. Though the AT and Comcast Time Warner Cable mergers could add leverage to the pay TV side, new sports channels Fox Sport 1 and NBC Sports Network aim to achieve the must have clout and high carriage fees earned by ESPN. Passing on costs might not be an option: Average revenue per user at pay TV operators has hit a tipping point with consumers, with most analysts seeing the push back continuing. “Something has to give,” sums up media analyst Craig Moffett. Aereo has maintained an unfavorable ruling would be a death knell for the company. Broadcasters, meanwhile, had threatened to stop providing their channels over the air, as they looked to protect the lucrative affiliate fees they receive from pay TV providers. Broadcaster shares have moved higher following the verdict: CBS +5.4%. DIS +1.4%. FOX +2%. FOXA +1.9%. CMCSA +0.9%. InterActiveCorp (IACI 1.6%), a major Aereo investor, is trading lower. Prior Aereo coverage

Morgan Stanley crunches the numbers on Disney

Morgan Stanley digs deep into Disney’s (DIS 0.3%) projected earnings before trimming a few cents off of its FQ3 estimate, $1.13 vs. $1.16 MS prior, $1.16 Street consensus, and $1.21 on Estimize. Overall, the Nielsen ratings are up over 30% for ABC/ESPN from the 2010 World Cup despite those viewers utilizing tablets, computers, and phones not being counted as part of the tally. What to watch: The ratings bonanza for the World Cup is expected to give a lift to ESPN’s future soccer coverage including MLS. The timing is also good for Univision (TV) which has reported stellar World Cup coverage ratings. Univision is the topic of buyout speculation with both CBS (CBS) and Time Warner (TWX) viewed to be in the mix.

Handicapping the Aereo vs. Broadcasters SCOTUS case

A decision by the Supreme Court in the case pitting Aereo against major broadcasters (CBS, FOXA, CMCSA, DIS) is expected to be announced next week. A check of the court’s docket shows June 23, June 25, and June 26 as possible announcement dates. If Aereo wins a favorable ruling from SCOTUS rapid expansion could be on tap, even though the start up might still face a fight on Capitol Hill and with the FCC. If Aereo loses the company will likely go away. CEO Chet Kanojia has dismissed talk that paying broadcasters a carriage fee was an option. Beyond the headline from the high court on Aereo, media attorneys will be busy looking at the nuts and bolts of the ruling. The legal precedent set in the case could guide how content is distributed and fees sliced up in the future. The stock to watch: CBS has been tipped by analysts as the broadcaster which could see the most volatility as the ruling is dissected. Nomura is a buyer on weakness. Maleficent (DIS) fell to a $19M haul over the weekend and now has earned $165M. Godzilla set records for Warner Bros. (TWX) in China during its opening run. The film earned over $25.8M for the first two days in the nation.

Disney Junior starts to pack a punch

Disney Junior is providing an unexpected boost to sales of consumer products at Disney (DIS) as the network’s ecosystem of characters resonates with the preschool set. Though Disney Junior is still in a tight ratings race with Nickelodean, the strength of the network’s brands have turned it into a meaningful property. What to watch: Disney Junior only charges pay TV operators $0.14/month per subscriber, according to estimates from SNL Kagan. This gives Disney some upside potential to raise revenue through carriage deals as the prospect of pulling Sofia the First programming becomes trickier.

ESPN hopes for historic World Cup

ESPN (DIS) plans to stream all 64 matches of the FIFA World Cup through its Watch ABC app, WatchESPN app, and ESPN3. What to watch: ESPN expects to generate a massive online audience for the soccer tournament which could test Major League Baseball Advanced Media’s networks. The launch of the new WWE Network and Josh Beckett’s no hitter (free Domino’s) caused server overloads at BAM earlier this year.

7 day ratings window could lift network revenue

TV networks (TWX, AMCX, VIA, CMCSA, FOXA, DIS) could get a boost as advertisers weigh letting loose of the 3 day window of counting ad views to move to a broader 7 day window which falls more in line with viewer habits. CBS (CBS 1.1%) COO Joseph Ianniello estimates the shift could present the company a “9 digit opportunity” as ratings on hit shows are lifted dramatically. Bernstein Research puts the benefit in the tens of millions. Webcast of CBS at the Bank of America Merrill Lynch Global Telecom and Media Conference

Africa Will Have Its Best Ever World Cup in Brazil

Africa Will Have Its Best Ever World Cup in Brazil

According to the smart alecs at ESPN, no African country will get out of the group stages of the 2014 World Cup. They have run their simulations and algorithms and come up with a Soccer Power Index that predicts that no African country will advance. OK, maybe it is not a definite prediction or prophecy, since their analysis is based on odds and probabilities, but their probable outcomes have all the African teams taking the first flights out of Brazil.

In ESPN’s defense, Africa’s history at the World Cup is not very impressive. Africa is yet to have a semi finalist and there has not been a World Cup where more than one African team made it out of the group stage.

The betting houses, while a little kinder than ESPN, have stayed on the side of the unimpressive history described above, and expect just one African nation (Ivory Coast) to get out of the group stages.

Well folks, ESPN and Vegas are wrong. Africa will have its best World Cup till date in Brazil, and put between two and four teams in second round of the tournament. Here’s why:Let’s scratch beneath the surface of Africa’s supposed poor history a little. Before 1994, the continent had only 2 representatives at the World Cup, so the odds were very much against having multiple African teams going past the first round. In more recent times, African teams have actually been very competitive in the World Cup. In the 2010 World Cup for instance, excluding the hosts, there was only one game in which an African side lost by more than a one goal margin, and that was a respectable 3 1 loss to Brazil by the Ivory Coast.

This above is not an attempt to delight in moral victories, but rather to highlight the absurdity in the assumption that African countries will be no more than doormats at the World Cup.

A silent, but probably more important pointer to a good African performance is the stable and relatively well managed preparation that African countries have had leading up to Brazil 2014. For the first time ever, all five African countries will have the same coach that led the team through the qualifiers at the World Cup. Also, thus far, there has been no reports of infightings within the football associations, player revolts over bonuses, and all the other off the field issues that often destroy team morale and creates conditions in which a loss is pretty much certain before a ball is kicked.

If you’re a betting man or woman, don’t go along with ESPN or Vegas by betting against Africa. That would not be smart money.

Projecting how African teams will perform:

Cameroon (Group A):

We say: 4th

The Indomitable Lions have gone through a rough patch recently and failed to qualify for the last two editions of the 16 team African Nation’s Cup. It looked like Cameroon would miss on Brazil as well but the Lions caught a lucky break as FIFA overturned a 2 0 loss to Togo, and awarded the match to Cameroon, sanctioning Togo for using an ineligible player. The team, which includes veterans like Samuel Eto’o, Jean Makoun, Alex Song and Benoit Assou Ekotto, also has a sprinkling of emerging talent. Brazil 2014 may prove too difficult a riddle for these Lions, although they may just exceed expectations by getting results against Mexico and Croatia.

Ivory Coast (Group C)

ESPN says: 3rd Vegas says: 2nd

We say: 1st

The Golden generation of the Ivory Coast finally gets a favorable draw at the World Cup. This team is loaded with talent from the midfield up, and in Yaya Toure, may just have the world’s best player. Just about every defense will crack to a forward line of Solomon Kalou, Wilfried Bony and Gervinho. There are serious concerns about the goalkeeping position, but the Elephants have enough talent to top this group.

Nigeria (Group F)

ESPN says: 3rd Vegas says: 3rd

Nigeria will have wrapped up qualification by the time it faces Argentina in its final group game. While Iran cannot be overlooked, the supposed key came against Bosnia is a relatively easy call. Omeruo and Oboabona can limit Dzeko and Ibisevic. The rest of the Bosnian team cannot contain the rest of the Nigerian team.

Ghana (Group G)

Ghana will qualify comfortably from Group G by beating both Portugal and the USA. Africa’s most complete team has been picking up additional key pieces in the months leading up to the World Cup. Worries around the Goalkeepers have been eased by the emergence of the world class talent that is Stephen Adams and the Black Stars now have three young and competent keepers. Fears about Asamoah Gyan being overburdened as the lone striking force have disappeared with the emergence of Majis Waris and the return of Kevin Price Boateng. Kwado Asamoah should thrive on the left side of midfield. The Ayews, Christian Atsu and several other solid players will make the Black Start too difficult a juggernaut for Portugal and the USA to contain. I just wonder if my prediction for Ghana is actually a little conservative?

FIFA World Cup 2014 qualifying schedule

FIFA World Cup 2014 qualifying schedule

USA vs Mexico, two sides desperate for points meet on the FIFA World Cup 2014 qualifying schedule, as live stream, TV and odds information for this pivotal showdown is available.

According to a Sept. 10 LA Times report, Columbus Crew Stadium in Columbus, Ohio, will be the site when the United States and Mexico battle for a trip to Brazil next summer. PT) live on ESPN. PT).

USA vs Mexico Live Stream Info

Soccer fans around the world can witness who’ll take one step closer to punching its ticket to 2014 Brasil. ESPN3 and Watch ESPN will handle live stream duties for tonight’s clash, online and free of charge, at the aforementioned TV times.

FIFA World Cup 2014: USA vs Mexico Betting Odds

On paper, these teams possess a wealth of talent and it would be difficult to envision the 2014 WC without either side. Having that said, soccer oddsmakers believe that Team USA is the favorite over Mexico tonight.

According to Las Vegas’ experts, the home squad’s chances of coming thru with a win are 29/20 [+130] compared to El Tri’s 7/4 [+190] odds of an upset.

The OVER/UNDER is set at a combined total of 2 goals, probabilities of a draw stand at 11/5 [+225] and alternate lines go as follows:

USA = 29/20 [+145]

Mexico + = 20/27 [ 185]

Don’t miss this epic clash of soccer superpowers on the brink of elimination. Watch this FIFA World Cup 2014 qualifying scheduled, USA vs Mexico match via live stream or TV. Also, leave your comments below: Should Team USA be the (odds) favorite tonight versus Mexico?

FIFA World Cup 2014 Qualifying DVR Replays

Missed some of the FIFA World Cup (qualifying) action? Courtesy of ESPN 3, soccer fans can now catch up on all international soccer matches from across the globe. Watch free high definition DVR Soccer replays at any time.