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ITV – Onus on content delivering the goods as NAR growth slows and audience share erodes
New management with a new veneer to the content strategy and a cyclical recovery in UK TV advertising have all encouraged markets to give ITV the benefit of the doubt that this time it can manage the transition from distribution monopolist to a more balanced content origination and distribution business, albeit in a considerably more […]
Continue readingThe old fox learns a new trick – Murdoch walks away from Time Warner
Having seen the outrageous premium Murdoch paid for the WSJ, markets must have been salivating over how much he might now stump up for Time Warner. Surely, the $86ps ($80bn) offer was a mere opening shot and that the old boy could be bounced into perhaps three figures, or so the narrative went. Not to […]
Continue readingBSkyB and the rising cost of growth
BSkyB: OK, so what’s the narrative to be? 21st Century Fox (Murdoch) parks some low yielding European payTV assets into a 39% owned subsidiary to raise at least £4.6bn of cash to help fund its (Murdoch’s) $80m Time Warner bid? As long as the market thinks that he will be back for the lot at […]
Continue readingMurdoch and other people’s money
So you’ve seen the headlines. First Fox’s proposals to consolidate its interests in Sky Italia and Sky Deutschland into BSkyB, described by many as a “tidying up” exercise. Now we are treated to something more substantial to explain the earlier moves; an $80bn (c.$86 ps) plus offer for Time Warner. The newswires are of course […]
Continue readingITV – market continues to chase short term data
Accounting for around a third of display advertising and including most of the larger US brands, it should come as little surprise that UK TV advertising would be sensitive to US marketing investment decisions. For those looking at just UK domestic consumption, the rebound in UK TV NAR over the last couple of years may have […]
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