Time Warner, Inc. (NYSE:TWX)
CAPS Rating:
A media and entertainment company, whose five reporting segments are AOL, Cable, Filmed Entertainment, Networks and Publishing.
A media and entertainment company, whose five reporting segments are AOL, Cable, Filmed Entertainment, Networks and Publishing.
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Recs
They should be scared of where the wind is blowing with regard to event TV -- with Netflix in the process of proving that you can make money in TV, without TV (or an $100/month cable subscription), by offering the chance to gorge on every episode at once, even of new shows (so psyched for House of Cards, by the way).
They are content providers and Netflix, Hulu and the rest need their content. In addition, they own HBO, which IS Netflix but with better original content. When the time comes to cut the cord, they can out Netflix Netflix. My only question is what are they waiting for? It's time they start selling HBO to anyone who wants it, with or without a cable provider. If that day comes, I'm guessing this stock gets a huge boost.