Tag Archives for " ITV "

ITV – new dog, but same old tired tricks!

The commercial TV industry is littered with failed acquisitions of production companies, but that doesn’t seem to stop newcomers from falling into the same trap. New management at ITV ought to take note, given the reports that they are considering purchasing Big Brother producer, Endemol.   The strategic rational of moving upstream into content origination […]

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Wazzup – 27 July 2017 – a results palooza!

A results deluge today as companies report Q2 numbers ahead of the August holidays.  Updates from RELX, ITV, DMGT, Sky, A3M, S&P Global, Amazon, Comcast, Nielsen, Solocal, Barrick, Dow Chemical, Fiat Chrysler, Eastman Chemical, BASF, Air Products, Danone and VW, to name a few.     RELX  – H1 FY17 results.   Fortunately, another steady […]

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Wazzup today in the markets – 10th May 2017

  ITV (itv_l) – Q FY17 IMS:   Mid-year 2017 inflection point or just wishful thinking ahead of Brexit negotiations?      . Wolters Kluwer (wkl_as) – Q1 FY17 IMS: No fireworks, but a >5% OpFCF yield = a NIRP bolt-hole Compass Group (cpg_l) – H1 FY17 results: Solid value & improving momentum .    Muted start to […]

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Brexit countdown – modelling a ‘what if’ using ITV as an example

Only four trading days to go before the Brexit vote, so if you believe the current polls are more accurate than for the Scottish referendum, you are probably already underweight or short Sterling, UK Banks and groups exposed to UK domestic consumption (advertising, retail, hotels & restaurants, property and even some German auto manufacturers etc) […]

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ITV’s turn to buy into the de Mol format dream

The story is an old one. Broadcaster facing erosion of its distribution monopoly buys successful production business to supplement the lack of creative output from its own in-house content origination arm. Whether it was TVS’s purchase of MTM, Thames TV’s acquisition of Reeves or Pearson’s serial offending with Grundy and then All American, the narrative […]

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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 […]

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