viacom posts
FeedPosted Mar 9th 2011 2:00PM by Trefis (RSS feed)
Filed under: Television, Viacom (VIA)
Viacom (VIA) competes with other media and broadcasting companies like Time Warner (TWX), News Corp. (NWS), CBS (CBS) and Disney (DIS) in the media and entertainment business. Our price estimate for Viacom's stock stands at $58.36, which is a roughly 10% premium to market price.
Viacom makes money through cable and satellite operators, such as Comcast (CMCSA), Time Warner Cable (TWC), and DirecTV (DTV) that pay Viacom a monthly fee for each of their subscribers that receive Viacom-owned channels such as Nickelodeon, MTV, VH1 and TV Land. Viacom also sells advertising spots on its channels to advertisers like Coca-Cola (KO), Ford (F) and Procter & Gamble (PG). These revenues are partially a function of the total number of U.S. pay-TV households. The modifiable chart below showcases how changes to this metric affect Viacom's stock value.
Continue reading TV Channels Drive 79% of Viacom's Stock Value
Posted Feb 14th 2011 9:00AM by Steven Mallas (RSS feed)
Filed under: General Electric (GE), Walt Disney (DIS), Viacom (VIA), Sony Corp ADR (SNE), Comcast Cl'A' (CMCSA), Film
Based on what I was reading going into the weekend, I thought the multiplex was going to be an unexciting place. I was therefore rather surprised to see what I thought were relatively impressive numbers attached to the top films.
According to early estimates for domestic grosses at Box Office Mojo, Sony's (SNE) Just Go With It, starring Adam Sandler, is so far credited with a first-place showing; the movie is believed to have made about $31 million for the Friday-through-Sunday period. But Viacom's (VIA.B) Justin Bieber: Never Say Never product isn't giving up without a fight. At the time of writing, it was in second place with $30.3 million. Essentially, it's a tie.
Continue reading Viacom's Bieber Film Gives Sony's Sandler Project a Fight
Posted Feb 10th 2011 2:00PM by Steven Mallas (RSS feed)
Filed under: Earnings Reports, Viacom (VIA), Activision Inc (ATVI), Technology

Okay, this isn't an easy one. Activision Blizzard (
ATVI) is, as I write this, down 9.8% to $10.54. The intraday low so far is $10.51. The 52-week low is $9.99; the 52-week high is $12.65. The volume number is huge, way above average. There's the price perspective; what about some fundamental news? Management released earnings results for the fourth quarter yesterday after the bell. They weren't bad, really: non-
GAAP income increased four pennies to
53 cents per share. This was two pennies ahead of the estimate, according to
Earnings.com. But there were a couple items in the report that made traders want to bolt.
Let's start with the big headline. You see, the
Guitar Hero asset, a peripheral/software system once well-known as a game with high quantities of play value, is now more famous (then again, infamous might be the preferred term) for its crashing popularity. Execs at the publisher have decided that it is
no longer in the interest of shareholder value to continue making titles. Hey, Viacom (
VIA.B) is no longer interested in
Rock Band, so this does make a bit of sense, right?
Continue reading Activision Blizzard: Buy the Dip?
Posted Feb 4th 2011 10:00AM by Steven Mallas (RSS feed)
Filed under: Earnings Reports, Viacom (VIA), Media World
Viacom's (VIA.B) B shares sold off on Thursday following the distribution of the media conglomerate's fiscal Q1 numbers. It's a shame. The stock has been doing really well, as can be seen by this chart. It would have been good if the shares had rallied with the data. That's all right. Even though the equity closed down almost 1% to $43.55 on active volume, it's still not too far away from the 52-week high of $45.29.
Is the price action a signal to sell? Well, I can't say I was blown away by the earnings news. According to the corporate release, adjusted profit from continuing businesses went down 11% to $1.02 per share. Okay, fine, a drop was already on the radar. In fact, the Associated Press says that the bottom line was four pennies ahead of the forecast.
Continue reading Viacom Sells Off After Q1 Earnings Report
Posted Jan 22nd 2011 11:40AM by Steven Mallas (RSS feed)
Filed under: Walt Disney (DIS), Viacom (VIA), Technical Analysis
Viacom's B shares (VIA.B) hit a new 52-week high of $43 on Friday during the intraday session (it eventually closed at $42.28). This is a stock I watch fairly regularly, and it's looking like it wants to make a run to even higher heights.
The equity has done well since hitting a 52-week low of $27.89 nearly a year ago. The twelve-month chart shows the stock's escape from a sideways-trading pattern. You can't help but call the media company attractive from a technical viewpoint.
I also find the business to be interesting from a valuation perspective. Even with the appreciation in price, the shares are arguably not too expensive.
Continue reading Viacom Hits New 52-Week High
Posted Jan 13th 2011 11:00AM by Jason Raznick (RSS feed)
Filed under: Apple Inc (AAPL), Marketing and Advertising, Viacom (VIA), CBS Corp 'B' (CBS), Verizon Communications (VZ)
As everyone knows by now, the Apple (AAPL) iPhone is headed for Verizon's (VZ) reportedly more reliable network. With so much excitement over the announcement, traders and investors can look at various ways to profit off of this.
The obvious beneficiary is Apple, but there are additional ways to play it, such as the advertising companies, as Verizon hits the airwaves to promote the iPhone, even at the expense of the Android. A few ideas to consider include names like CBS (CBS) and Viacom (VIA), which should win no matter which platform wins.
Continue reading Trading the Verizon iPhone
Posted Dec 27th 2010 9:30AM by Steven Mallas (RSS feed)
Filed under: General Electric (GE), Walt Disney (DIS), Viacom (VIA), Film
Little Fockers, the comedy sequel starring Ben Stiller and Robert DeNiro, distributed by General Electric's (
GE) Universal Pictures, came in first this past weekend. According to early estimates over at
Box Office Mojo, the film made $34 million for the Friday-through-Sunday frame (it opened last Wednesday, so its total is now approaching $50 million).
That easily beat the other new movie in the marketplace, Viacom's (
VIA.B)
True Grit. This one stars Jeff Bridges and was directed by Joel and Ethan Coen.
Grit was second with roughly $25 million. It also opened last Wednesday; it has so far captured over $36 million.
Continue reading GE's 'Little Fockers' Beats Viacom's 'True Grit'
Posted Nov 10th 2010 5:30PM by Steven Mallas (RSS feed)
Filed under: Earnings Reports, Forecasts, Walt Disney (DIS), Viacom (VIA), News Corp'B' (NWS), Media World

The Walt Disney Company (
DIS) will report fiscal fourth-quarter earnings after the bell on Thursday, November 11. This company is a big long-term holding for me, and if you've read anything I've ever written on the media conglomerate, you'll know that I haven't been too happy with it. Over the years, the stock just hasn't done as well as I thought it would do, not only in terms of capital appreciation, but also as it relates to dividend growth. On both counts, I'm thoroughly disappointed, but I'm particularly displeased with the dividend aspect. Sure, the shares have been a good trade at times, but when you've been an owner since 1998, like I have, the overall picture isn't one to be looked at with admiration.
So, I come up to yet another quarterly report. I enjoy reading them, but I'm not always satisfied with the reaction of the stock once the release has come and gone. What am I hoping for this time around? Please, Wall Street, buy this stock and push it past the 52-week high of 37.98! Is that too much to ask?
Continue reading Disney Set to Report Q4 Earnings
Posted Nov 1st 2010 10:00AM by Steven Mallas (RSS feed)
Filed under: Viacom (VIA), Film, Lions Gate Entertainment (LGF)
A year ago, a fierce battle was being waged between two Hollywood studios for the dominance of the Halloween movie marketplace. Lions Gate Entertainment (LGF) was high on its latest gory sequel, Saw VI, while Viacom (VIA.B) was pinning its hopes on a low-budget film entitled Paranormal Activity. It was something of a David-and-Goliath situation; certainly the bloody brand equity of the Saw franchise could not be bested by some goofy found-footage-themed piece of celluloid?
Haven't the Goliaths of this world learned anything? Saw VI ended up the loser of the competition. I was amazed. Lions Gate, however, wanted to give it another shot. So, Saw 3D, which supposedly may be the final one of the series (yeah, we'll see), declared war on the sequel to Viacom's demon tale, Paranormal Activity 2, this past weekend; Jigsaw apparently is out for a little revenge.
Continue reading Saw 3D: Final Attempt Does the Trick for Lions Gate
Posted Oct 25th 2010 9:00AM by Steven Mallas (RSS feed)
Filed under: Time Warner (TWX), Walt Disney (DIS), Viacom (VIA), Film, Lions Gate Entertainment (LGF)

Last time around, Viacom (
VIA.B) had the number-one film of the weekend with
Jackass 3D. Well, the studio has done it again, this time with a project more suited for the upcoming holiday dedicated to ghosts, goblins, and low-budget celluloid horrors.
According to early estimates at
Box Office Mojo,
Paranormal Activity 2 obliterated the competition at domestic theaters. It took in well over $40 million, more than enough for first place. Of course, the company behind the picture that came in second isn't crying:
Jackass 3D, which captured another $20 million and is now on its way to passing $100 million in total gross, is also from Viacom.
Continue reading Viacom Dominates Theaters with 'Paranormal Activity 2'
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