Any original AOL shareholders here? I originally bought AOL. After they merged with TW they then spun off AOL, TWX, TWC and Time. AOL just got bought out. How the heck to I allocate a portion of the original purchase price ot each company?
First off I own both... and am bullish on both. But TWX had the MUCH better quarter. DIS beat by .03 ($1.45 vs. $1.42), and MISSED by a little on revenues. TWX CRUSHED both. $1.25 earnings vs. projected $1.03 (a 20+% beat)... and Revs of 7.3B vs analyst expected 6.9B. DIS killed the whole sector, but frankly, I don't get it. At the end of the day, Netflix is a distribution channel, and the barrier to entry to that market is low relative to content. DIS and TWX are content... and I still believe content is king. NFLX has a forward P/E of almost 400x earnings. I don't care what anyone says... I would not touch that. What do they have that is proprietary? Time will tell.
first DIS beat, second TWX will not be around in 100 years
TWX is no Disney! TWX is miles ahead with their subscription based service, content development and video games! MILES ahead and that is why they beat, were optimistic, had no excuses and are executing on long term business plan that will increase share holder value for the next 100 years and beyond.
Nobody can touch TWX on their content, Disney is falling farther and farther behind.
I agree. This is a stupid "sympathy" pullback lumping all media companies in the same leaky boat. I'm buying more twx today.
What missing forecast? They reaffirmed their view: Guidance: Management continues to expect adjusted earnings per share for 2015 between $4.60 and $4.70. This is buying opportunity.
This sell off has nothing to do with the Amazing quarter and TWX outlook and everything to do with Disney laying a egg! HBO is worth 150 billion as a stand alone company!:) next 12 months going to be EPIC! One bit of advice to TWX, the sooner you roll out a HBONOW international service the better.
HBO now will be part of Comcast stream
They need to work on their delivery to make sure they can handle peak capacity. There have been many complaints about streaming quality.
This is about to accelerate to EPIC proportions! Two things HBO needs to do to sent this stock past $300 a share next 12 months, #1 Make HBO NOW available to the International Market as soon possible and #2 reduce the monthly subscription rate to $10 a month. The only thing that matters in streaming is new subs and HBO would be crushing NFLX at $10 price point. HBO has been pretty smart about the HBO NOW roll out but NOW is the time to start kicking #$%$ overseas. HBO NOW marketing campaign is AMAZING and is going to drive huge numbers throughout the rest of the year! price target in 2016 raised to $300!:)
Once HBO NOW is available overseas HBO Subscription will far exceed NFLX!!!! TWX is insanely undervalued!!!! TWX should be over 250 a share!!!!
They're "premiering" Snowpiercer this weekend. Saw that movie on Netflix OVER A MONTH ago. Last night I saw Nightcrawler with Jake Gyllenahall once again on Netflix. Has HBO given so much of their money to idiot producers like Bill Maher and John Oliver that they can't spend-it when they need to. Sounds like a losing attitude to me. Vice puts me right to sleep and John Oliver is British and should be immediately deported.
I piece of my child hood being destroyed by TWX. Good by General Lee! As a result I will never invest in a company that surrenders to others views. I am not even sure what uprising caused this to happen. I guess TWX wants to make some type of political statement about the flag on the top of the car. I suspect TWC will stop selling products in Georgia. Or maybe they will turn against the color orange. At any rate it was a senseless decision made by senseless people. Keep you money away from the senselessness.
Sentiment: Strong Sell
WBI announced via in-game mail that the mobile version of Mortal Kombat X already touts 15 million players.
This is just the beginning! 24 months from now there will be billions of mobile users of Warner Brothers Interactive games being used by consumers! This stock should double in next 18 months!!!!!!!!!