mfarrell's blog

Shifting to Neutral

Influential media analyst Craig Moffett, principal and senior analyst at MoffettNathanson raised his rating on Dish Network to “neutral” from “sell,” adding in a note to clients that the satellite giant’s stock price may be closer than ever to its true value.

The Power of Positive Brand Association

Traditional TV distributors and content creators just got more to worry about. Netflix movies don’t have to be actually good anymore, they just don’t have to be disappointing. The power of the brand drives satisfaction and for cable, satellite TV and telco TV operators that should be terrifying.

Washington Matters

SAN ANTONIO, Texas – While Net Neutrality seems to take up most of the headlines when it comes to cable regulatory issues, American Cable Association president Matt Polka says there are other, less provocative matters in Washington that are putting pressure on broadband investment.

Viacom-CBS: Putting the Band Back Together

Whenever I hear talk that Viacom and CBS are mulling yet again whether to recombine the company they tore asunder more than a decade ago, I inevitably think back to that 1980 movie The Blues Brothers, where, on a mission from God, John Belushi and Dan Aykroyd as Jake and Elwood Blues tried to put their R&B band back together one last time. And then I think of Blues Brothers 2000.

Sometimes, things are better left as they are.

Skipper Departure Still Shocks

Reports across the media landscape still expressed shock and dismay over ESPN president John Skipper’s surprise resignation Monday (Dec. 18), with some outlets adding that up until almost the last minute, it appeared the sports channel was gearing up to give the former chief an even more public role.

Analyst: Disney-Fox Deal Could Spur More Consolidation

After meetings with studio and distribution executives in Los Angeles last week, Barclays media analyst Kannan Venkateshwar said he is confident that more consolidation will come in the wake of The Walt Disney Co.’s pending $66.1 billion purchase of Fox.

Media’s Latest Head-Scratcher

Influential media analyst Craig Moffett of MoffettNathanson weighed in on the latest mega-media merger – T-Mobile’s purchase of upstart video service aggregator Layer3 TV – adding in a note to clients Wednesday that the logic behind the transaction is a little hard to follow.

Disney-Fox: Hell Freezes Over

With the Disney-Fox deal moving closer and closer to inevitability – most reports say that it could be announced as early as next week – Sanford Bernstein media analyst Todd Juenger said that despite earlier beliefs that Fox would never sell, market forces and personal taste may have played a role in the decision to come to the table.

Murdoch: ‘Nothing to Add’

No one was expecting 21st Century Fox CEO James Murdoch to make any major announcements at the UBS Global Media and Communications conference in New York Tuesday, even in light of the recent reports it is in deep discussions with The Walt Disney Co., and the media chief didn’t disappoint. 

What’s in a Name?

AT&T is reportedly inching closer to closing its much anticipated $108.7 billion merger with Time Warner Inc., and according to an excellent article in Vanity Fair that maps out some legitimate fears on the content side concerning the merger, it was revealed that AT&T has a new name picked out for the Time Warner unit.