Tag: discovery channel

Earnings Calendar for Top Entertainment/Tech/Telecom Companies

Starting next week, through the second week of November will be the quarterly earnings conference calls for the major entertainment, tech and telecom companies.  The chart below has the complete schedule.  As usual, Netflix will kick things off first, with their Monday 5PM ET call.

Showbiz Brief will have a write up after each call.

Company DOW Date  Time
Netflix Mon Oct 17 5:00pm ET
Verizon Thu Oct 20 8:30am ET
AT&T Tue Oct 25 4:30pm ET
Apple Tue Oct 25 5:00pm ET
Comcast Wed Oct 26 8:30am ET
Amazon Thu Oct 27 5:30pm ET
Alphabet Thu Oct 27 4:30pm ET
Twitter Thu Oct 27 5:00pm ET
Regal Entertainment Thu Oct 27 4:30pm ET
Discovery Tue Nov 01 8:30am ET
Sony Corp Tue Nov 01 4:15am ET
Frontier Communications Tue Nov 01 4:30pm ET
Time Warner Wed Nov 02 8:30am ET
21st Century Fox Wed Nov 02 4:00pm ET
Facebook Wed Nov 02 5:00pm ET
Charter Thu Nov 03 10:00am ET
CBS Thu Nov 03 4:30pm ET
Lionsgate Thu Nov 03 5:00pm ET
AMC Networks Thu Nov 03 11:00am ET
Scripps Networks Mon Nov 07 11:00am ET
Viacom Wed Nov 09 8:30am ET
Disney Thu Nov 10 5:00pm ET
Altice Thu Nov 10 TBD
AMC Entertainment TBD
Cinemark TBD
Dish Network Corp TBD

Q2 2016 – Discovery Communications Earnings Call Summary


Below are my key takeaways from the Discovery Communication Q2 2016 Earnings Call on Aug 2:


CEO David Zaslav’s opening statement: “Discovery Communications had another quarter of strong operating and financial results as we remain focused on maximizing our global linear TV business, strengthening our position on digital and direct to consumer platforms and controlling our cost base.   A key element of Discovery’s growth profile is our continued success in securing long cycle distribution agreements that provide for steady and predictable revenue growth and the optionality for windowing our content on existing and new and platforms

Total revenue in the quarter grew 3% to $1,708MM, but up 6% when excluding negative effects of currency.  The increase was mainly due to US Distribution and US Advertising. International revenues fell 1% to $790MM, but when excluding currency effects and the sale of SBS Radio, revenue was actually up 8%.  International distribution growth is returning to a double digital increase for full year 2016.  US and international affiliate revenues represent 50% of total revenue – growth is locked in for the near future.

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