Thursday, January 6, 2011

2011 Previews of News Corp. (NASDAQ:NWSA), Cablevision (NYSE:CVC), Comcast (NYSE:CMCSA), Time Warner Cable (NYSE:TWC), Netflix (NASDAQ:NFLX), Sirius (NASDAQ:SIRI), DreamWorks (NYSE:DWA), Viacom (NYSE:VIA.B)

News Corp. (NASDAQ:NWSA), Cablevision (NYSE:CVC), Comcast (NYSE:CMCSA), Time Warner Cable (NYSE:TWC), Netflix (NASDAQ:NFLX), Sirius (NASDAQ:SIRI), DreamWorks (NYSE:DWA) and Viacom (NYSE:VIA.B) got previews from S&P Equity Research analyst Tuna Amobi, in an industry that appears to be finally working its way out of a long drought.

Here's what Amobi sees 2011 bringing:

News Corp. prevailing in its bid for majority ownership of BSkyB, and the company cutting its losses with MySpace.

Advancements will be made in terms of interactive advertising, as cable operators including Cablevision. Comcast and Time Warner Cable start to leverage a growing base of EBIF-enabled U.S. households.

Netflix Inc. will likely see one or more film studios to sign relatively long-term streaming rights deals for content, which may come from the independents.

Sirius XM will sees progress in the used car segment to finally start showing growth through its automotive subscriber base. Also the new year will bring about the advent of "Sirius 2.0."

Comcast's deal for General Electric's NBC Universal should pass regulatory obstacles with a few unusual conditions.

DreamWorks Animation and Viacom's Paramount Pictures will sign a new, multi-year distribution agreement, to extend beyond the 2012 end of their current pact.

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