Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Michael Nathan"


25 mentions found


Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe strike will make Netflix stronger & competitors weaker: SVB MoffettNathanson’s Michael NathansonMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk Box' to preview Netflix quarterly earnings results, how the strike will impact the streamer, and more.
Persons: MoffettNathanson’s Michael Nathanson Michael Nathanson, SVB Organizations: Netflix
Some of the people on strike are also picketing the Netflix offices in Los Angeles. Netflix's international production capabilities are a "huge differentiator", and a lot of their content comes from countries that are not involved in the strike, analysts at SVB MoffettNathanson, Credit Suisse and Insider Intelligence said. Netflix is expected to have added a net 1.77 million subscribers, according to Refinitiv, in what is typically a weak quarter due to school holidays. The company lost nearly 1 million subscribers in the year-ago period. The second quarter also featured some strong programming from Netflix, including hits like "Queen Charlotte: A Bridgerton Story" and "Never Have I Ever Season 4".
Persons: Gal, Michael Nathanson, Nathanson, Jamie Lumley, Charlotte, Samrhitha, Aditya Soni, Shounak Organizations: Netflix, U.S, Credit Suisse, Insider Intelligence, Disney, Reuters, Macquarie, Intelligence, Thomson Locations: Hollywood, Los Angeles, United States, U.S, Bengaluru
All of this turmoil will be on investors' minds as the media industry kicks off its earnings season this week, with Netflix up first on Wednesday. Netflix, with a new advertising model and push to stop password sharing, looks the best positioned compared with legacy media giants. At the top of the list is contending with Disney's TV networks, as that part of the business appears to be in a worse state than Iger had imagined. The labor fight blew up just as the industry has moved away from streaming growth at all costs. Last week's ruling from a federal judge that Microsoft's $68.7 billion acquisition of game publisher Activision Blizzard should move forward serves as a rare piece of good news for the media industry.
Persons: Mike Blake, Bob Iger, Iger, Bob Iger's, Michael Nathanson, SVB, CNBC's David Faber, Nathanson, Producers –, Mark Boidman, Ross Benes, Benes, Comcast's NBCUniversal, Solomon, Boidman, Random, Paramount's Simon, Schuster, Tegna, Jason Anderson, Peter Liguori, Anderson, HBO Max, Homer, Marge Getty Organizations: Guild of America, Netflix, Alliance, Producers, Reuters, Disney, Disney's, Paramount Global, Comcast, Warner Bros, American Federation of Television, Radio Artists, Media, Solomon Partners, CNBC, Hollywood, Intelligence, ABC, Paramount, BET, NBC Sports, USA, Discovery, Activision, Federal Trade Commission, dealmaking, Microsoft, Tribune Media, Max, HBO, Amazon, MGM, Sky, Fox Corp, FOX Locations: Los Angeles , California, U.S, MoffettNathanson, Hulu
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDisney trades flat after Iger contract extension. Here's what the pros are sayingJim Cramer, Michael Nathanson of SVB MoffettNathanson, Jim Lebenthal of Cerity Partners and Alan Gould of Loop Capital discussed Disney after it announced a contract extension with CEO Bob Iger through 2026.
Persons: Jim Cramer, Michael Nathanson, SVB MoffettNathanson, Jim Lebenthal, Alan Gould, Bob Iger Organizations: Cerity Partners, Loop Capital, Disney
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLonger-term issue for Disney is around direct-to-consumer: SVB MoffettNathanson's Michael NathansonMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk on the Street' to discuss Disney outlook following CEO Bob Iger's interview with CNBC's David Faber.
Persons: MoffettNathanson's Michael Nathanson Michael Nathanson, SVB, Bob Iger's, CNBC's David Faber Organizations: Disney
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailParamount's bundle with Showtime 'probably not enough' for growth, says MoffettNathanson analystMichael Nathanson, SVB MoffettNathanson senior analyst, joins 'Squawk on the Street' to discuss Paramount's merger with Showtime, which companies can outrun chord cutting, and how important the sports TV rights deals are.
Persons: Michael Nathanson, SVB Organizations: Showtime
The movie is projected to debut with a modest $31 million to $41 million this weekend in the U.S., according to the Box Office Pro website. That is well shy of the recent $120.5 million haul for Sony’s critically acclaimed animated hit "Spider-Man: Across the Spider-Verse." Pixar is looking to rebound from the box office disappointment of 2022 release "Lightyear," the origin story of "Toy Story" hero Buzz Lightyear. "Judging Pixar on the recent past, history would not be kind," said SVB MoffettNathanson media analyst Michael Nathanson. But the move dealt a blow to creatives who had hoped their films would be seen on the big screen, according to one Pixar director who spoke on condition of anonymity.
Persons: Athie, Leah Lewis, Pete Docter, Denise Ream, Peter Sohn, Adele Exarchopoulos, Vincent Lacoste, Jim Morris, Read, Buzz Lightyear, Pixar, Michael Nathanson, Sohn, Mario, Shawn Robbins, Robbins, Bob Chapek’s, Luca, creatives, Sohn’s, Dawn Chmielewski, Lisa Richwine, Nathan Frandino, Kenneth Li, Jonathan Oatis Organizations: Cannes Film, Pixar Animation Studios, Box, Pixar, Reuters, Walt Disney Co, Reuters Television, Comcast, Universal Pictures, Mario Bros, Sony Pictures, Pro, Disney, U.S, Cannes, Rotten, Thomson Locations: U.S, City, Los Angeles, San Francisco
That was the promise of a digital library of movies and TV shows. "Warner Bros. That's why NBCUniversal had to pay itself $500 million to stream Universal TV's "The Office" on Peacock and Warner Bros. Rafael Henrique | Lightrocket | Getty ImagesBy removing the content specifically made for streaming rather than licensed shows and movies, Warner Bros. Warner Bros.
So why was management willing to pay whatever it took to avoid a strike then, but is poised for a long strike now? The sea change in the so-called “streaming wars.”The about face in the streaming warsTwo years ago, the war between competing streaming services was all about subscriber growth, no matter the cost. But the media companies’ streaming services are faced with competition from tech companies such as Amazon and Apple and that’s resulted in continued losses – outside of Netflix. Even before the start of the strike, there had already been thousands of layoffs across media and tech companiesA long strike? The key to how long the strike goes could be how long subscribers stay with multiple streaming services once they run out of new content.
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNetflix's fairly valued right now: MoffettNathanson's Michael NathansonMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, and Cowen analyst John Blackledge join 'Squawk on the Street' to discuss Netflix earnings and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with MoffettNathanson's Michael Nathanson and Cowen's John BlackledgeMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, and Cowen analyst John Blackledge join 'Squawk on the Street' to discuss Netflix earnings and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNetflix shares drop after mixed earnings. Here's what the experts have to sayJim Cramer, Jessica Reif Ehrlich of Bank of America Securities, Michael Nathanson of SVB MoffettNathanson, John Blackledge of Cowen and Bill Nygren of Oakmark Funds on what they think about Netflix.
Meta Platforms (META) price target raised to $250 from $225 at Jeffries. Federal Realty (FRT) price target lowered to $111 from $118 at Piper Sandler. Bank of America raises price target for Apple to $168 from $158, keeps a neutral rating on shares. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDisney would make a mistake by selling Hulu: MoffettNathanson's Michael NathansonMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk Box' to discuss upcoming Disney's annual shareholder meeting, how difficult is it for Disney to 'unbundle' its streaming package, and more.
Walt Disney Co begins 7,000 layoffs
  + stars: | 2023-03-27 | by ( Dawn Chmielewski | ) www.reuters.com   time to read: +3 min
LOS ANGELES, March 27(Reuters) - Walt Disney Co (DIS.N) on Monday began 7,000 layoffs announced earlier this year, as it seeks to control costs and create a more "streamlined" business, according to a letter Chief Executive Bob Iger sent to employees and seen by Reuters. Several major divisions of the company - Disney Entertainment, Disney Parks, Experiences and Products, and corporate - will be impacted, according to a person familiar with the matter. Iger said Disney would begin notifying the first group of employees who are impacted by the workforce reductions over the next four days. Josh D’Amaro, chair of Disney Parks, Experiences and Products, sent a memo to theme parks employees in February warning that the profitable division would experience cuts. Officials for two of the unions representing cast members at Walt Disney World Resorts in Orlando, Florida, said “guest-facing” services were not expected to be affected by the layoffs.
It read: "Operations of the SVB Securities broker dealer are distinct from the receivership of SVB Financial." The SVB Securities employee called the whirlwind leading up to SVB's meltdown as "scary, scary stuff." Kevin Heal, senior analyst at Argus Research, said he sees both SVB Securities and SVB Private being sold. SVB bought the healthcare investment bank Leerink Partners in 2018, renaming it SVB Leerink and then SVB Securities. PATRICK T. FALLON/AFP via Getty ImagesHeal thinks the investment banking operations could be purchased by a smaller investment banking firm that doesn't have tech or healthcare prowess, like US Bancorp or PNC.
And it came on top of a 9% bump in viewership during the 2021-22 football season, he said. Nathanson said the NFL is the biggest single driver of network ratings — and ultimately advertising dollars — during the fall TV season. "Sunday Night Football" is aired on NBC, while Disney, which owns ESPN and ABC, has the rights to show "Monday Night Football." Amazon has the rights to "Thursday Night Football" through 2033 . All this is to say, that there is a reason why advertisers still care about putting their commercials on during football games.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're happy Bob Iger is back: SVB MoffettNathanson's Michael NathansonMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk on the Street' to discuss his thoughts on Disney's earnings results and his positive view on the stock.
LOS ANGELES, Feb 7 (Reuters) - Walt Disney Co (DIS.N) CEO Bob Iger is expected to discuss a turnaround plan on Wednesday, when the media company delivers its first quarterly results since the return of the executive who built the modern incarnation of Disney. "This is the right place to do it. It also endorsed Iger's leadership, adding that Disney generated a shareholder return of 554% under his previous tenure as CEO. That change resulted in the departure of Kareem Daniel, head of the Disney Media and Entertainment Distribution group created by Iger's predecessor, Bob Chapek, to consolidate budgeting and distribution for the studio's content. Analysts polled by FactSet estimate Disney+ will have 163 million subscribers, down modestly from the previous quarter.
Media companies are trying to get to streaming profitability but their underlying businesses are in worse shape than previously thought. The remedy is to cut content spending, which throws the whole business model out the window. After cheering on Hollywood players for massively spending on streaming content, Wall Street is looking less impressed. Bottom line is, the media business isn't as good as it used to be." But another warning sign for these companies is that in streaming, content may not be as valuable as once thought.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with SVB MoffettNathanson's Michael NathansonMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk Box' to discuss what to expect from Meta's quarterly earnings results, why investors are more optimistic about Meta, and more.
Meta earnings: What investors should expect
  + stars: | 2023-02-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMeta earnings: What investors should expectMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk Box' to discuss what to expect from Meta's quarterly earnings results, why investors are more optimistic about Meta, and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMichael Nathanson: Netflix's stock is ahead of itself and investors are hiding in itMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk Box' to discuss if Netflix's quarterly earnings results changed Nathanson's view towards the company, where Nathanson thinks better opportunities exist and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with SVB MoffettNathanson's Michael Nathanson on Netflix earningsMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk Box' to discuss if Netflix's quarterly earnings results changed Nathanson's view towards the company, where Nathanson thinks better opportunities exist and more.
Former Disney CEO Bob Iger is back in his old job, in a move that shocked the media world. From cost cuts to streaming to a solid future succession plan, here's what they hope the CEO will tackle. Following the stunning November 20 announcement that former Disney CEO Bob Iger would be returning to his old job, the happiest place on earth might actually be Wall Street. "What I like about Bob Iger is Bob Iger has always been direct, he's been honest, he's been willing to make tough choices," Michael Nathanson, a senior research analyst and co-founder of the firm, said in a CNBC interview. Are you a Disney insider with insight to share about Bob Iger's return?
Total: 25