Highlights From Nomura Media and Telecom Summit in NY: The Big Picture – Keeping the Ecosystem Healthy

Nomura Securities on U.S. Media: Highlights From Nomura Media and Telecom Summit in NY

Analyst, Michael Nathanson, top five takeaways included: 1) There is now a firmer basis for TV Everywhere and branded authenticated apps; 2) Content producers are continually evolving into more original and exclusive content forms and will trade off older, deeper library acquired programming; 3) Network owners are fixated on creating increasing brand strength and brand passion to drive affiliate fee inflation, global scale and TV Everywhere; 4) International is now here, it’s real; 5) Owners of premium sports rights continue to benefit from share gains in affiliate fees.

Basic Cable Network Revenue and Profits as a Percentage of Total Company

% of Total Revenue: Viacom (Nasdaq: VIAB) 61%, Time Warner (NYSE: TWX) 32%, Disney (NYSE: DIS) 32%, News Corp (NYSE: NWS) 25%, Discovery (Nasdaq: DISCA) and Scripps Network (NYSE: SNI) 99%

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