As a business reporter, I did thousands of basic earnings stories over a 16-year period. I’ve included a couple of them here, and I’ve added items that were riffs on that day’s conference call.
“Iger: TV ratings down due to DVRs, lack of hits”
MarketWatch, Nov. 8, 2012
Walt Disney Co. Chief Executive Bob Iger told analysts Thursday that it would be “premature” to assume that the weakness seen across most of broadcast television so far in the 2012-13 season signals the demise of network TV.
“News Corp.’s Carey: Fox TV season ‘disappointing’ “
MarketWatch, Nov. 6, 2012
News Corp. Chief Operating Officer Chase Carey told analysts Tuesday that ratings at the Fox television network have been below its expectations, due to weak performance from new shows and the four-game World Series, which tied for the lowest ratings of any Fall Classic since 1968.
“Netflix hits reset, downplays Amazon threat”
MarketWatch, Oct. 23, 2012
Netflix Inc. lowered its forecast for streaming subscribers on Tuesday, but CEO Reed Hastings said increased competition from Amazon.com was not the main culprit.
“Four key takeaways from Comcast’s earnings call”
MarketWatch, May 2, 2012
Several interesting plot points emerged from Comcast Corp.’s first-quarter earnings call on Wednesday:
1. Perhaps there is a limit to the price increases consumers are willing to accept, after all, despite price hikes that have continued unabated for many years.
“Time Warner Cable: Online vids no substitute yet”
MarketWatch, Jan. 26, 2012
Time Warner Cable Inc. Chief Executive Glenn Britt said Thursday that online video services such as Hulu and Netflix Inc. have not yet been shown to be meaningful alternatives to its own video service, but the situation is evolving. “The average TV in America is on for some very large number of hours a day,” Britt said during the company’s earnings call.
“… Most people watch a lot of TV, and they like these packages of linear networks. And the services we are talking about are not at this point a substitute for that.”