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Discovery, Inc. (DISCA)

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  • S
    Sadiq
    $DISCA conversation
    https://variety.com/2020/tv/news/cable-tv-decline-streaming-cord-cutting-1234710007/

    Discovery's passionate viewership and content library, along with obvious shortages of media inventory at Netflix, Amazon, Apple, and Walmart Plus, makes $DISCA a great buy.

    Streaming and options will pressure cable and scripted content, but not unscripted content, which Discovery dominates and maintains huge competitive advantages in.

    Financial pressures will put cable networks that were able to produce new shows during quarantine — TLC, Food Network — in even stronger positions. “They have this machine that looks pretty unstoppable right now; to be surging this much in this cluttered environment is remarkable.”

    Ironically, during cable’s height, niche channels without scripted shows — such as Food Network and HGTV — were out of favor. But now, the more specific, the better: “I think a big piece of this is, do you have a brand that is distinct?”

    Food Network saw ratings spike during the coronavirus quarantines and has been drawing its biggest audiences in years. “We’re in better shape than scripted and I also think we’re in better shape having such a well-defined brand and a very specific swim lane of food.”
    Earlier this year, people started noticing something peculiar about MTV’s schedule: The network had quietly morphed into an almost 24/7 offering of just one show. At one point in late June, “Ridicu…
    Earlier this year, people started noticing something peculiar about MTV’s schedule: The network had quietly morphed into an almost 24/7 offering of just one show. At one point in late June, “Ridicu…
    variety.com
  • S
    Stocktargetadvisor
    $DISCA conversation
    $DISCA
    Target Raised by MKM Partners Buy USD 26 » USD 27
  • m
    meanrevers
    $NXST conversation
    $SBGI $TGNA $AMCX $VIAC $DISCA $SSP

    Following trade press reports late last week, the WSJ says big advertisers are now set to exercise cancellations options for Q3 network ad spending. Kantar Media shows weekly ad spend was down ~40% y/y throughout April. We think the upfront process is unraveling, and as we reported yesterday scatter pricing is also down considerably and could put advertisers in a position to push for 2020-21 upfront pricing that's down y/y and/or below scatter. The WSJ says marketers remain concerned about the economy, and about future programming (likely including both entertainment and sports). The article says new ad contracts will include more flexibility around easily cutting spend if a new wave of coronavirus impacts economic activity.
  • F
    Frank P
    $DISCA conversation
    Zazlav is a pig. Most profits go into his pockets, not shareholders. Stock price will recover with change in CEO
  • s
    stocktargetadvisor
    $DISCA conversation
    $DISCA
    Target Lowered by Imperial Capital Outperform USD 32 » USD 30
  • N
    Nick
    $DISCA conversation
    Discovery Inc $DISCA Sinks After Earnings, Watch This Level.... http://bit.ly/DISCATrade
    Rant & Rave Blog. Discovery Inc (DISCA) Sinks After Earnings, Watch This Level
    bit.ly
  • V
    Vitaliy
    $DISCA conversation
    Discovering Discovery | Vitaliy Katsenelson Contrarian Edge
    Discovering Discovery | Read more on Vitaliy Katsenelson Contrarian Edge
    contrarianedge.com
  • V
    Vitaliy
    $DISCA conversation
    Discovering Discovery | Vitaliy Katsenelson Contrarian Edge
    Discovering Discovery | Read more on Vitaliy Katsenelson Contrarian Edge
    contrarianedge.com
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