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Search resuls for: "Douglas Mitchelson"


7 mentions found


☆ Hollywood strike may soon turn destructive for media stock investors, analysts say
  + stars: | 2023-07-20 | by ( Alex Harring | ) www.cnbc.com   time to read: +8 min
"We're getting to a point of being very destructive to the entertainment ecosystem," said Rosenblatt Securities analyst Barton Crockett. Bazinet said to expect the walkout to last into the fourth quarter, which would mean a writers' strike lasting between around 150 and 240 days and an actors' strike in a range of 70 and 160 days. The strikes could cost the film and TV industry about $150 million per week, Citigroup's Bazinet wrote, using inflation-adjusted data from the 1980 actors' strike. "The lasting impacts are: [it] makes the streamers stronger and the traditional media companies weaker," Crockett said. JPMorgan analyst David Karnovsky downgraded movie theatre chain Cinemark shares to neutral from overweight earlier this week, citing the strike.
Persons: We're, Barton Crockett, Jason Bazinet, Bazinet, Douglas Mitchelson, Mitchelson, Goldman Sachs, Brett Feldman, Philip Cusick, Cusick, Goldman's Feldman, Citigroup's Bazinet, Rosenblatt's Crockett, Crockett, Feldman, Barbie, Oppenheimer, Stephen Laszczyk, David Karnovsky, Karnovsky, — CNBC's Michael Bloom Organizations: Screen, – American Federation of Television, Radio Artists, Alliance, Television Producers, Writers Guild of America, Rosenblatt Securities, Media, AMC, Disney, Warner Bros, Discovery, Paramount, Netflix, UFC, Endeavor, WWE, SAG, Credit Suisse, JPMorgan, AMC Networks, WBD, Covid, Comcast, CNBC
☆ How artificial intelligence could threaten major industries and business models
  + stars: | 2023-05-26 | by ( Samantha Subin | ) www.cnbc.com   time to read: +11 min
Meanwhile, limits on applicable copyright rules make it simpler to train AI tools. Nevertheless, accuracy issues with AI tools, Redburn said, could boost the use case for Pearson. Copyright issues are another major obstacle for music companies. Some potential copyright violations include replicating an artist's likeness or voice, and that could weaken the catalog value for many music companies, analysts said. Similarly, Deutsche Bank analyst Matthew Niknam highlighted in a recent note AI presents more opportunities than risks and offers "underappreciated upside tailwinds" for Five9.
Persons: GOOGL, Goldman Sachs, Dan Rosensweig, Chegg, Brad Erickson, Hayden Brown, Brown, BTIG, Chegg's, Pearson, Redburn, Morgan Stanley, Brent Thill, Thill, Douglas Mitchelson, Rosenblatt, Barton Crockett, Morgan Stanley's Omar Sheikh, Ygal, Nat Schindler, Wix, Jefferies, Oppenheimer, Timothy Horan, Matthew Niknam, Meta Marshall, Marshall, Michael Bloom Organizations: Wall Street, Microsoft, Nvidia, Goldman, Chegg, Companies, Freelance, Upwork, RBC Capital, Pearson, Bank of America, UBS, Jefferies, Industry Music, Spotify, Credit, Warner, Warner Music Group, Universal Music Group, Citi, NICE, Deutsche Bank Locations: Nice
☆ How A.I. could disrupt the music industry
  + stars: | 2023-05-17 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
But for many sectors — including the music industry — AI could fundamentally shatter the way some companies operate, and implode some lucrative revenue sources underpinning their dominance. "If AI is able to create the next hit song, then you've broken that model and that's an existential challenge for music labels, and for pop stars." In a recent note to clients, Morgan Stanley's Omar Sheikh noted that labels could charge for AI tools to use their creative material, or harness generative AI capabilities to craft music that resonates with or better targets certain audiences. The company's already begun experimenting with AI technology, recently debuting a DJ tool that personalizes and plays curated music. AI tools would allow music distribution platforms to cut costs and take advantage of cheaper and independent music generated by AI, said Credit Suisse's Douglas Mitchelson in a recent note.
☆ Credit Suisse's top picks for March include new addition Microsoft
  + stars: | 2023-03-10 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +5 min
Credit Suisse refreshed its top stock picks for March, as the market reversed its January rally and began a renewed sell-off. In light of the growing market uncertainty, Credit Suisse highlighted several stocks it thinks can nonetheless outperform in coming months. Credit Suisse also sees strong gains ahead for T-Mobile, with the firm's price target of $175 implying upside of about 24% from Thursday's close. Other stocks on Credit Suisse list include Chipotle Mexican Grill, ServiceNow and Amazon. The company reported stronger-than-expected fourth quarter earnings, and Credit Suisse's 12-month price target on the stock implies upside of 34% from Thursday's close.
☆ Analysts praise Disney's cost-cutting plan, say focus on profitability is 'restoring the magic'
  + stars: | 2023-02-09 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
The cost-saving initiatives unveiled by Disney on Wednesday give analysts another reason to remain bullish on the media giant. The commentary from analysts comes after the company on Wednesday revealed plans to cut 7,000 jobs and slash $5.5 billion in costs . "Bob Iger laid out a plan for cost cuts, content and streaming rationalization and ultimately improved profitability," said Wells Fargo's Steven Cahall in a Wednesday note to clients. "An execution story is a cleaner catalyst path, and the shares should track higher on confidence + estimates." "Bob Iger has a long, strong track record which provides confidence he will manage this transition for DIS," she said.
☆ Why analysts say Netflix's third-quarter results signal the start of a 'narrative defining period'
  + stars: | 2022-10-19 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Netflix 's subscriber turnaround in the third quarter signaled to many that the streaming giant's troubles are behind it. But some analysts warn the company isn't out of the woods just yet and the stock is entering a defining period. The streaming giant on Tuesday reported subscriber growth of roughly 2.4 million, topping expectations set by analysts, after back-to-back quarters of subscriber losses. That said, Morgan Stanley's Benjamin Swinburne wrote in a note to clients that the stock is overstating Netflix's outlook ahead. But without a boost in the pace of streaming growth, he sees difficulty for Netflix to surpass 10% growth in the foreseeable future.
☆ Credit Suisse downgrades Fox, says reunion with News Corp. could hurt more than it would help
  + stars: | 2022-10-17 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
Fox 's potential reunification with News Corporation could actually be a set back from the stock's value, Credit Suisse warned. He said the potential combination of Fox and News Corp. would be a bad investment — and even just the idea could hurt the stock. "The pivot seems a tacit admission of challenges for Fox," he said in a Sunday note to clients. "Even if this merger does not ultimately come to fruition, the investment backdrop for Fox has been altered." He said a stock merger could take place, or one could rein if there's a perceived discount involved.
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