Sun, Sep 21, 2014, 8:33 PM EDT - U.S. Markets closed

Recent

% | $
Quotes you view appear here for quick access.

Lions Gate Entertainment Corp. Message Board

SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    LGEW = China's Netflix-style operation

    by wanna_million Aug 10, 2014 4:13 PM

    Web TV
    Alibaba might also be interested in Internet TV, in terms of both content and software, said Mewawalla of CM Research. A small studio such as Lions Gate, which has a market value of $4.5 billion, or privately held Roku are logical takeover candidates, he said.

  • Reply to

    LGEW = China's Netflix-style operation

    by wanna_million Aug 10, 2014 4:13 PM

    http://finance.yahoo.com/news/alibaba-post-ipo-wish-list-224351023.html

  • Reply to

    LGEW = China's Netflix-style operation

    by wanna_million Aug 10, 2014 4:13 PM

    Apparently, I am not the only one speculating on Alibaba purchase. This was just put out by Bloomberg:

    Purchases could span mobile applications such as Snapchat Inc., an Internet-television provider like Roku Inc., smaller content studios such as Lions Gate Entertainment Corp. (LGF) and even cloud-software companies such as Akamai Technologies Inc. (AKAM), according to CM Research. A case can also be made for acquiring Yahoo! Inc. (YHOO), which owns a stake in Alibaba, though other transactions are more likely, said Yahoo shareholder Ironfire Capital LLC

  • Reply to

    40% increase in dividend

    by retiredarmyjoe Sep 8, 2014 6:59 PM

    You profit with however many shares you have. It's all relative.

  • Reply to

    LGEW = China's Netflix-style operation

    by wanna_million Aug 10, 2014 4:13 PM

    ‘Don’t fear the future’ is the headline from Lionsgate’s annual shareholders meeting in Toronto on Tuesday.

    Yes, the box office is down and consumers are inundated with an array of entertainment options to stream and download on any device, but movies and television remain vibrant, CEO Jon Feltheimer told the intimate gathering of investors and executives at the Shangri-La Hotel.

    “You’re noticing every day headlines about the various changes in our business and I know it’s making a lot of people in the industry nervous,” he acknowledged.

    “Being a disruptive company in a disruptive industry is a great opportunity for us,” he added, noting that the company had to be able to respond quickly to the change.

    As part of the meeting, shareholders approved four motions, electing Lionsgate’s board of directors, reappointing Ernst & Young as the company’s auditors, approving top executives’ compensation packages and approving amendments to the company’s performance incentive plan. The highlight, though, was Feltheimer’s take on the state of the entertainment industry in the digital age.

    The Lionsgate chief was asked by one shareholder if he was nervous about the decline in theatrical attendance, but he answered with what has become an oft-repeated refrain for movie industry executives after the box office fell 15% in the last four months — the business is cyclical.

    “There’s no question the summer box office was soft,” said Feltheimer. “We think it mostly was the product.”

    Lionsgate hopes to alleviate the situation and is pinning its hopes on “Gods of Egypt,” two “Hunger Games” sequels, a “Divergent” follow-up and another “Now You See Me” film, in what it hopes will be a rebound for the movie business.

    At the same time, Feltheimer said the company is working to forge partnerships with new media players like China’s Alibaba Group. The companies announced last summer that they will partner on a streaming service in the country.

    “We’re seeing a lot of people watching media on a lot of different sources and we’re trying to monetize those sources,” he said.

    At the same time, he noted that Lionsgate has invested in traveling exhibitions tied to “The Hunger Games” and has begun experimenting with offering films simultaneously in theaters and on video-on-demand as a way to boost earnings.

    “There’s a long food chain after theatrical distribution,” Feltheimer said.

    Making sure money keeps flowing along that chain will be the real challenge for Lionsgate and other media companies.

  • Reply to

    LGEW = China's Netflix-style operation

    by wanna_million Aug 10, 2014 4:13 PM

    Nice! Thanks for posting link.
    Feltheimer in his big-picture strategy discussion pointed to a successful diversification into TV, content licensing deals like Lionsgate's pact with the Alibaba streaming service in China, video gaming, ancillary deals for film projects such as the upcoming Hunger Games traveling museum and new movie properties including Power Rangers and Gods of Egypt.

  • Reply to

    LGEW = China's Netflix-style operation

    by wanna_million Aug 10, 2014 4:13 PM

    http://variety.com/2014/biz/news/lionsgate-shareholder-meeting-ceo-dont-fear-change-1201301712/

  • Reply to

    LGEW = China's Netflix-style operation

    by wanna_million Aug 10, 2014 4:13 PM

    He noted that Lionsgate content was viewed digitally last year by more than 50 percent of the people watching it worldwide. "That says to all of us at Lionsgate that the future looks pretty bright," Feltheimer said.

  • Reply to

    LGEW = China's Netflix-style operation

    by wanna_million Aug 10, 2014 4:13 PM

    Also, I was just thinking, the Chinese LOVE horror flicks. LGF getting out of Fearnet was a good thing, because it is now more free to offer its library of horror flicks on LGEW without restricted windows.

  • Reply to

    40% increase in dividend

    by retiredarmyjoe Sep 8, 2014 6:59 PM

    You have to have really alot of shares in LGF to profit from it. I know, good news is good news.

  • Reply to

    LGEW = China's Netflix-style operation

    by wanna_million Aug 10, 2014 4:13 PM

    Good stuff wanna.

  • Reply to

    LGEW = China's Netflix-style operation

    by wanna_million Aug 10, 2014 4:13 PM

    I highlight this part:
    Zhu said subscription revenue grew 300 percent in 2013 compared with the year before, and expects it to continue growing at the same rate over the next three or five years. He expects the industry's revenue from online video subscriptions to grow to 1 billion yuan ($164 million) in the next three years.

    To some extent, online video sites have already killed off physical piracy. In one pirate DVD and music store in a basement of a shopping center full of knock-off bags, t-shirts and winter boots, the 10 yuan ($1.60) per disc price was failing to pull in many customers. "Game of Thrones," "The Good Wife" and "How I Met Your Mother" were among titles on display.

    A year ago, they had about 20 customers per day. Today, there's only about five or six who ever intend to buy, said the seller, dressed in a fake leather jacket and trendy hairstyle. People prefer to download for free, he said.

  • Reply to

    LGEW = China's Netflix-style operation

    by wanna_million Aug 10, 2014 4:13 PM

    cont'd
    more on source: http://www.asiaott.com/2014/01/15-3747.html

  • Reply to

    LGEW = China's Netflix-style operation

    by wanna_million Aug 10, 2014 4:13 PM

    cont'd
    Internet-based and other on-demand video has taken off in the last few years and is now expanding
    through tablets and smartphones. YOU On Demand, which brought video-on-demand to China,
    changed direction in the summer to become "a mobile-driven company," said CEO Liu Weicheng.
    "People pay to buy a large-screen phone, they've got to have a reason otherwise what is the purpose
    for you to carry this thing other than making a phone call, talking to someone," he said.
    It has developed an app in conjunction with Huawei that pushes two new-release Hollywood movies per
    week to the 6.1 inch-screen Huawei Mate phone. Its Hollywood studio partners receive a guaranteed
    payment and then share subscription revenue.
    Liu believes the phenomenon of people watching movies on mobile devices will gather pace, providing
    consumers have the option of a box or component that allows them to also watch the content on their
    TV.
    Daniel Solnicki, head of worldwide franchise development for DreamWorks Animation, whose
    blockbusters include "Kung #$%$ Panda 2" and "The Croods," said the migration from DVDs to digital
    consumption offers great opportunities for content-providers.

  • Reply to

    LGEW = China's Netflix-style operation

    by wanna_million Aug 10, 2014 4:13 PM

    Charles Zhang, CEO of Sohu and its video unit, said it would buy "many more" Hollywood movies
    this year and charge users to watch them on a pay-per-view or monthly subscription basis following the
    "huge victory" of Chinese authorities naming top search engine Baidu and software company QVOD as
    the biggest video-copyright violators last year. The Dec. 30 announcement showed the government
    was cracking down on online piracy, he said.
    Whereas TV dramas have several episodes which allows more time for advertising, for movies "the
    only viable business model is by charging," said Zhang.
    He estimated that video site companies would pay $100-150 million this year for American TV shows.
    By 2016, if there are 10 successful video sites in China, purchases from the American entertainment
    industry alone could total $500 million, Zhang said.
    Domestic content dominates online in China but Hollywood movies and U.S., British, South Korean and
    Japanese shows are also popular. British drama "Sherlock" was available on China's Youku site 30
    minutes after its BBC broadcast ended on New Year's Day. Chinese fans had bombarded a web chat

    with British Prime Minister David Cameron when he visited China in December to tell him they were
    tired of waiting for the new series.

  • Reply to

    LGEW = China's Netflix-style operation

    by wanna_million Aug 10, 2014 4:13 PM

    with British Prime Minister David Cameron when he visited China in December to tell him they were
    tired of waiting for the new series.

  • Reply to

    LGEW = China's Netflix-style operation

    by wanna_million Aug 10, 2014 4:13 PM

    Alibaba (BABA) is driven by strong domestic growth in China, where the GDP is estimated between 7.3% and 7.5% annually. China's population of 1.35 billion provides a massive market for this Internet giant. Some 618 million users in China surf the web, and China Mobile has an estimated 500 million users. Of those, some 302 million people shop over the Internet in China. At the heart of Alibaba’s company ethos is the desire to level the playing fields for small businesses, by using the Internet. As the biggest mobile commerce company and online commerce company in the world, Alibaba continues to generate strong returns with an online and mobile presence over the Internet. The company has experienced strong growth with the latest figures suggesting 19.7% mobile GMV as a percentage of GMV. The number of active buyers has increased from 133 million (12 months ending June 30, 2012) to 231 million (12 months ending December 31, 2013).

    http://invezz.com/contributed/by_region/12468-Alibaba-Group-Holding-Ltd-BABA-Misses-Lucky-Date-

  • Reply to

    LGEW = China's Netflix-style operation

    by wanna_million Aug 10, 2014 4:13 PM

    I highlight this part from the article is this thread:

    More than 600 million Chinese people – almost half the nation’s population – have internet access, according to the latest report of the China Internet Network Information.

    "It’s impossible to stop such a large number of audiences,” Li said.

    BABA has 136M mobile users and 231M buyers....if just 10M subscribe to LGF channel, at 1.50/month to LGF, then that's $1EPS annually

    Sentiment: Strong Buy

  • Reply to

    40% increase in dividend

    by retiredarmyjoe Sep 8, 2014 6:59 PM

    That's right RAJ. It's a message that there is plenty of cash to execute their growth strategy and to give back to the people invested in LGF for the long term.

  • Reply to

    LGEW = China's Netflix-style operation

    by wanna_million Aug 10, 2014 4:13 PM

    Alibaba Launches the Latest Set-Top Box and Advanced Cloud Service
    Did we launch in August? The box was ready!

    AsiaOTT 2014-07-17 16:30:01 Source: AsiaOTT
    Article
    Chinese Reading
    AsiaOTT News -- On July 16, Alibaba announced the upgraded set-top box product, Tmall BoxⅡ, and its new cloud-based family digital entertainment service "Alifun", which offers a bundle of featured functions including ”one-click” shopping, cloud gaming, video call, family monitoring, cloud photo album, Ali TV Assistant, etc.

    According to the official introduction, “Cloud Gaming” is the most eye-catching feature of the new set-top box. Utilizing the processing capability and graphic rendering technology in its large scale own-built cloud, users are able to experience big games without high-end PC or game consoles. Cloud server processes request from user end, performs the operation, and streams the game data via CDN-optimized internet to the household set-top box in real time.

    Priced at 9.9 CNY ($1.5 USD) per month, the featured service supports10 popular video games in China by now, including “Pro Evolution Soccer 2014”, “NBA 2K14”, "Street Fighter 4", “The Legend of Heros VI”,etc. (some of the games need to be paid). Moreover, Alibaba will introduce at least 50 top PC games worldwide in the future.

    The China-based internet giant told the press that it will team up with a range of partners such as Wasu Media, Lionsgate, EA, Gameloft, Glu Mobile etc., to build up a content alliance that covers film, TV, music, game, and education. "We have established partnership with Wasu Media (one of the seven OTT video integrated control platforms in China)," said Liu Chunning, President, Digital Entertainment Business Group, Alibaba, "and we are now offering over 6,000 films, over 150,000 hours TV series, and over 1,000 variety shows to our users. Our users are able to enjoy much more 4K content."

LGF
33.92+0.47(+1.41%)Sep 19 4:01 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.