Jon Lafayette

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C3 Story: Down But Better for Broadcasters

Broadcast and cable viewing was down during December in the measurement that counts most, C3 commercial ratings, but not as much as earlier in the season. In a new report, analyst Benjamin Swinburne of Morgan Stanley analyzed network performance using C3, which isn’t available until weeks after shows air and after the overnight ratings have been digested. C3 is the measurement... More

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CBS Could Buy TV Assets After Outdoor Deals

CBS rolled out its latest hit last night, and this time it’s not critics, but analysts that provided the favorable reviews. The company announced plans for its outdoor advertising business that should generate a substantial amount of cash, which could be used to buy assets in CBS’ core TV business. Employing a bit of financial creativity, CBS said it would convert its... More

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Analyst Disputes Viacom Turnaround Theory

It has been popular on Wall Street for analysts to recommend buying Viacom stock based on the idea that while its ratings have plunged and ad revenues are falling, you can bet it will rebound someday. Viacom has also been propping up the value of its stock with an increased dividend and big share buybacks. In a new report, analyst Todd Juenger of Sanford C. Bernstein & Co. tries to... More

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Switching to Cable Isn't Good Business for Broadcasters Yet

They say the grass is always greener, but there isn’t necessarily more money to be made by broadcasters if they switched their networks to cable channels. With Web-streaming upstart Aereo’s tiny rented antennas threatening to disrupt the retransmission consent system that’s been boosting the broadcasters’ bottom lines, senior analyst Todd Juenger of Sanford... More

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In a C7 World, Only CBS a Winner, Analyst Says

Media company CEOs have been arguing that they want to base future ad sales on a C7 metric that captures commercial viewing on DVRs for seven days, as opposed to the current three, as a way to better monetize the way TV is viewed today. But one analyst has crunched the numbers and found that the broadcast networks would have an advantage in a C7 world, but that corporately, only CBS would... More