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Fly News Breaks for August 22, 2016
T, CMCSK, CMCSA, DISH, ROVI
Aug 22, 2016 | 09:12 EDT
JPMorgan analyst Sterling Auty said he views Rovi's (ROVI) newly-announced 10-year contract renewal with DISH Networks (DISH) as a "major positive" that should help Rovi's position to complete its renewal with Comcast (CMCSA), which is the only top 10 pay-TV provider not currently under contract with the company. The announcement language suggests pricing "somewhere just above" that given to AT&T (T) and the duration of the deal validates the longevity of the patent portfolio, said Auty, who keeps an Overweight rating on Rovi shares.
News For ROVI;DISH;CMCSA;CMCSK;T From the Last 2 Days
CMCSK, CMCSA
Apr 18, 2024 | 14:34 EDT
CMCSA
Apr 18, 2024 | 06:57 EDT
Morgan Stanley named Comcast as the firm's "Top Pick in the Cable & Satellite" industry and notes that it remains the firm's only Overweight-rated name in the sector. Shares are now down 10% year-to-date despite a stable earnings outlook, says the analyst, who remains confident Comcast can grow broadband ARPU consistent with its historical 3%-4% range in 2024 and beyond. Moderating losses at Peacock and the opening of its new theme park Epic Universe in 2025 should also contribute to consolidated EBITDA growth, the analyst tells investors.
