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April 30, 2015
07:36 EDTZMHZimmer cuts FY15 adjusted EPS to $6.30-$6.40 from $6.50-$6.60, consensus $6.31
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07:35 EDTZMHZimmer reports Q1 adjusted EPS $1.58, consensus $1.51
Reports Q1 revenue $1.13B, consensus $1.15B
06:32 EDTCMCSAComcast coverage resumed with an Overweight at Morgan Stanley
Target $65.
05:50 EDTGRPNStocks with implied volatility above IV index mean; GRPN YELP
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April 29, 2015
15:00 EDTZMHNotable companies reporting before tomorrow's open
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14:00 EDTCMCSAFCC says Comcast-Time Warner Cable-Charter docket closed
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13:32 EDTCMCSAHulu subscriber base jumped 50% year-over-year, The Verge reports
Hulu now has 9M subscribers, an increase of 50% over the same period last year, the venture's CEO stated, according to The Verge. Hulu is owned by Disney (DIS), Comcast (CMCSA) and 21st Century Fox (FOXA), Reference Link
12:19 EDTCMCSAAMC Networks monetization improved with Hulu deal, says Piper Jaffray
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08:31 EDTWUWestern Union, U.S Bank renew contract
Western Union (WU) announced the company has renewed its contract with U.S. Bank (USB). With this renewal, U.S. Bank customers will continue to have access to Western Union Money Transfer services via the bank’s branches, online banking website and mobile banking application.
07:41 EDTCMCSACablevision suitor could pay 50% premium in takeout, says Jefferies
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06:10 EDTCMCSAHulu said to land 'Seinfeld' streaming rights, WSJ reports
Hulu, which is owned by Disney (DIS), Comcast (CMCSA) and 21st Century Fox (FOXA), has reportedly landed a deal to stream all 180 episodes of "Seinfeld," The Wall Street Journal reports. Though terms of the deal have not been disclosed, a source believes that the per-episode value of the show would be around $700,000. Amazon (AMZN) and Yahoo (YHOO) were also bidders for the streaming rights to "Seinfeld," and Netflix (NFLX) expressed interest initially, but later signed a deal for streaming rights to "Friends." Reference Link
06:07 EDTGRPNStocks with implied volatility above IV index mean; GRPN LNKD
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05:21 EDTCMCSAAOL, NBCUniversal announce video content partnership
AOL Inc. (AOL) and NBCUniversal, a Comcast (CMCSA) company, announced an expansive content distribution and development agreement of both exclusive and non-exclusive content. The announcement was made at AOL’s Digital Content NewFronts event at The World Trade Center, in front of more than 800 senior-level brand, agency and partner clients. Beginning this summer, NBCUniversal video clips and segments from select entertainment and news programming will be available to stream on AOL On (, the AOL On mobile app, and across 16 major over-the-top platforms which the AOL On app is available. The content will be from NBCUniversal's vast portfolio of broadcast networks, cable channels and digital networks, including Bravo, CNBC, E!, Esquire, MSNBC, NBC, Oxygen, Syfy, Telemundo and USA. Together, the companies are exploring AOL brand experts to appear across certain NBCUniversal linear TV properties. Further, AOL and NBCUniversal will co-develop and co-produce original Web video series for distribution over the NBCUniversal and AOL platforms, and are in discussions on creating weekly live programming together.
April 28, 2015
14:09 EDTCMCSAEarnings Watch: TV network owners to report amid takeover rumors
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13:13 EDTCMCSACablevision and Hulu announce new agreement to provide Hulu to Optimum customers
Cablevision (CVC) and Hulu (DIS; FOX; FOXA; CMCSA) announced that they have reached an agreement to offer Hulu’s subscription streaming service to Optimum customers. Cablevision is the first cable or satellite provider to agree to distribute Hulu’s comprehensive catalog of on-demand content. Cablevision plans to provide pricing and other particulars for Hulu, including its availability date, in the near future.
11:18 EDTCMCSADiscovery cut to sell as Comcast deal collapse seen hurting negotiating position
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07:44 EDTGRPNGroupon negative sentiment creates buying opportunity, says Brean Capital
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06:16 EDTCMCSATime Warner Cable reached out to Cox, which didn't show interest, WSJ reports
According to sources, Time Warner Cable reached out to Cox Communications in the past few days to discuss a possible merger, The Wall Street Journal reports. The sources say Cox "didn't show interest" in a deal with Time Warner Cable, whose $45B with Comcast (CMCSA) fell apart last week. Cox commented, "We’ve been clear we’re not for sale, and we’ll continue to explore any potential growth opportunities that align with our business objectives." Reference Link
05:56 EDTCMCSADiscovery downgraded to Sell from Neutral at UBS
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April 27, 2015
11:50 EDTCMCSAFuture of Comcast chief in question as contract nears end, NY Post reports
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