Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 66 messages. To gain access to more recent message posts signup free for membership.

77	member 10/09/23 10:02AM NXST New Deck: Perry's Positive (shocker!) Spin on Media Landscape
https://www.nexstar.tv/wp-content/uploads/2023/10/Nexstar-Media-Landscape-Perspectives-10.6.23-vFinal.pdf view available tags
76	member 9/20/23 11:51PM why was the stock down 6% today?
ty in advance! -4 view available tags
72	member 9/13/23 5:03PM Re: Re: Question 71
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 view available tags
64	member 9/07/23 1:00PM Re: Re: Re: New thoughts 61
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 1 view available tags
58	member 9/07/23 3:08AM Re: Re: Charter/Disney/Locals/ NXST 57
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 view available tags
55	member 9/05/23 4:14AM Re: Re: Re: Re: Anyone have any data on why this is down $20 today? 54
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 1 view available tags
53	member 9/04/23 2:02PM Re: Re: Anyone have any data on why this is down $20 today? 52
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 2 view available tags
51	member 9/04/23 12:57PM Re: Re: Re: Re: Re: Re: Re: Re: Re: Re: Re: Anyone have any data on why this is down $20 today? 48
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 1 view available tags
49	member 9/04/23 10:35AM Re: Re: Re: Re: Re: Re: Re: Re: Re: Re: Re: Anyone have any data on why this is down $20 today? 48
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 1 view available tags
44	member 9/03/23 10:00PM Re: Re: Re: Re: Re: Re: Re: Re: Anyone have any data on why this is down $20 today? 43
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 1 view available tags
43	member 9/03/23 9:01PM Re: Re: Re: Re: Re: Re: Re: Anyone have any data on why this is down $20 today? 42
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 3 view available tags
42	member 9/03/23 8:05PM Re: Re: Re: Re: Re: Re: Anyone have any data on why this is down $20 today? 41
The black-out is only for O&O broadcast stations. All the affiliates are still broadcasting on Charter. 1 view available tags
39	member 9/01/23 4:18PM Re: Re: Re: Anyone have any data on why this is down $20 today? 38
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 3 view available tags
38	member 9/01/23 4:07PM Re: Re: Anyone have any data on why this is down $20 today? 37
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 view available tags
36	member 9/01/23 2:51PM Re: Anyone have any data on why this is down $20 today? 35
Yeah I think the Charter commentary about the ecosystem falling apart. The whole space getting shellacked. 1 view available tags
26	member 5/03/22 7:50PM Re: Re: Re: My 2 cents 25
MVPDs reporting. NAB in vegas last week. 1 view available tags
24	member 5/03/22 9:51AM Re: My 2 cents 17
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. 2 view available tags
20	member 2/23/22 10:39AM Re: My 2 cents 17
The gross incompetence of SBGI mgmt, in a chart... 2 view available tags
19	member 2/18/22 10:23AM CTV Advertising
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 view available tags
17	member 2/18/22 9:14AM My 2 cents 14
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 4 view available tags
12	member 1/09/22 4:52PM Re: Re: CW 11
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 2 view available tags
10	member 1/07/22 11:51AM CW
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 view available tags
6	member 9/21/21 4:27PM paying subscribers
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 1 view available tags

load more messages

			2020	2021
Price:	7.27	EPS	-.90	1.35
Shares Out. (in M):	93	P/E	0	5.4
Market Cap (in $M):	676	P/FCF	0	0
Net Debt (in $M):	-470	EBIT	0	0
TEV (in $M):	206	TEV/EBIT	0	0

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.