AutoNation AN
April 02, 2008 - 6:16pm EST by
member
| 2008 | 2009 | ||||||
| Price: | 16.30 | EPS | |||||
| Shares Out. (in M): | 0 | P/E | |||||
| Market Cap (in $M): | 2,932 | P/FCF | |||||
| Net Debt (in $M): | 0 | EBIT | 0 | 0 | |||
| TEV (in $M): | 0 | TEV/EBIT | |||||
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| # | AUTHOR DATE SUBJECT |
|---|---|
| 77 | |
https://www.nexstar.tv/wp-content/uploads/2023/10/Nexstar-Media-Landscape-Perspectives-10.6.23-vFinal.pdf | |
| 76 | |
ty in advance! | |
| 72 | |
Jumbos, is it non-exclusive because networks want to provide the content on their OTT apps? If so, don't the locals get a retrans fee for those subs, and if so why then would the networks | |
| 64 | |
Katana--don't you think what will matter over time is how much people watch NXST channels on YouTube (and not what YouTube is paying today)? This is probably wrong, but it seems possible that the privileged... login to read the rest | |
| 58 | |
Thanks for asking this. Just shows how little I know about these deals.
I asked a friend who worked in Hulu and he said they lose about $5 on every sub. So it may suggest that | |
| 55 | |
YouTube tv pays significantly less to local broadcasters than cable providers. The fee for local broadcast tv is roughly 20 a month on top of the cable package.
Have NXST investors thought about an accelerated migration... login to read the rest | |
| 53 | |
i don't doubt that people love their legacy big 4 local TV news. But I'd note that there are four of them, and that audience is aging rapidly.
But say the bundle just unwound tomorrow: what... login to read the rest | |
| 51 | |
So here's my argument: an affiliate consists (mainly) of local news and what they get from the national network (mainly primetime shows and sports packages).
Let's make the math really easy and say they get $1/month/consumer.
The... login to read the rest | |
| 49 | |
Does anyone know what NXST gets from an OTT versus the MVPD's. I know it's lower but what are the reasons why? OTT seems to offer lower price for similar bundles. That could be part... login to read the rest | |
| 44 | |
Just to add a little more: NXST owns the ABC affiliate in my hometown of new orleans. Charter's call included the line "you have to wonder why we would ever pay an ABC broadcast station... login to read the rest | |
| 43 | |
This might be a buying opportunity, but I am seeing a lot of wishful thinking in this.
CHarter just blacked out Disney / ESPN and said "if you don't agree to our terms in two weeks,... login to read the rest | |
| 42 | |
The black-out is only for O&O broadcast stations. All the affiliates are still broadcasting on Charter. | |
| 39 | |
P R E S E N T A T I O N I. PRESENTATIONA. Over the last 5 years alone, the linear video industry, including both traditional and virtual MVPDs has lost nearly 25million customers,... login to read the rest | |
| 38 | |
see the full transcript of the CHTR call about the DIS carriage dispute. Clearly more than just a price dispute, tied to unbundling flexibility, ESPN premium and other more nuanced points. I did not read... login to read the rest | |
| 36 | |
Yeah I think the Charter commentary about the ecosystem falling apart. The whole space getting shellacked. | |
| 26 | |
MVPDs reporting. NAB in vegas last week. | |
| 24 | |
I'm more constructive on NXST here. Beyond being slightly cheaper, there's now incremental visibility on core and sub trends. And the Roe-V-Wade controversy is going to amp up this year's political spend, in a major way. | |
| 20 | |
The gross incompetence of SBGI mgmt, in a chart...
| |
| 19 | |
Over time we have seen ads migrate from cable/linear to CTV adds, as they can be more targeted. It appears ATSC 3.0 allows these groups to sell CTV ads with 3 to 4x CPM of... login to read the rest | |
| 17 | |
ATSC 3.0 has been this pie-in-the-sky for broadcasters for so long. It still seems to be several years away from being a material profit contributor, per Perry's comments (right?). That optionality is clearly worth something... login to read the rest | |
| 12 | |
As someone that has had a position and relationship with the management team for a longggggg time, since the stock was sub 7 it would be a shame to forget about Tom Carter, former CFO, and... login to read the rest | |
| 10 | |
Katana, thoughts on potential CW deal? NXST has been moving more into content with The Hill, digital, and NewsNation, but still arguably not getting full credit for TVFN cash flows, so just wondering why this... login to read the rest | |
| 6 | |
Katana,
Thanks for the writeup.
1) I may be missing something, but in different parts of the writeup you refer to NXST's subscribers as "recently falling 5% YoY" due to Covid and then later a "1% decline... login to read the rest | |