Posts on VIAC

Latest ideas and analyses related to ViacomCBS Inc. Class B Common Stock

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DIS , VIAC

+17 pts



Name change and strategy change. Where are we headed ? Have gone from value adder to value subtractor...

By 12MeterYacht on Feb. 18, 2022, 5:30 a.m.
Tagged topics: Morgan Stanley

Views: 30, Votes: 5, Responses: 0, Attachments: 0
DIS , VIAC

+17 pts



Thanks for sharing. MS is oddly bearish on VIAC, and uses much lower multiples and other methodology from valuing this to their other streaming stocks,...

By realmomobags on Feb. 16, 2022, 4:38 p.m.
Tagged topics: Morgan Stanley

Views: 12, Votes: 3, Responses: 0, Attachments: 0
VIAC

+53 pts



$VIAC - Improved streaming momentum fueled by greater investment; Maintain Buy but lower PT to $54

By ethonomics on Feb. 16, 2022, 4:18 p.m.
Tagged topics: earnings results

Views: 43, Votes: 4, Responses: 2, Attachments: 1
VIAC , DIS

+73 pts



VIAC (reply to request)

By tvalerttelegram on Feb. 16, 2022, 3:59 p.m.
Tagged topics: Morgan Stanley

Views: 47, Votes: 4, Responses: 2, Attachments: 3
VIAC

+0 pts



Looking for $VIAC reports from GS, BofA and others post earnings

By realmomobags on Feb. 16, 2022, 3:10 p.m.
Tagged topics: streaming

Views: 21, Votes: 1, Responses: 0, Attachments: 0
VIAC

+41 pts



$VIAC reports (as requested)

By labjordan on Jan. 28, 2022, 12:29 p.m.
Tagged topics: analyst upgrade

Views: 67, Votes: 2, Responses: 2, Attachments: 2
VIAC

+4 pts



Looking for recent research notes on VIAC

By 12MeterYacht on Jan. 27, 2022, 1:19 p.m.
Tagged topics: earnings preview

Views: 47, Votes: 3, Responses: 1, Attachments: 0
TMUS , FYBR , CMCSA , IHS , LYV , VIAC , IHRT , DIS , SBAC , ATUS , VZ , CHTR , EQIX , AMT , AMCX , CCI , UNIT , SWCH , LGF.B , SIRI , FWONK , CCOI , FOXA , EDR , LLNW

+43 pts



US Telecom Cable and Media - opportunities for catalyst driven stories and deep value plays in 2022

By ethonomics on Jan. 11, 2022, 3:52 p.m.
Tagged topics: deep dive , analyst top pick

Views: 100, Votes: 3, Responses: 0, Attachments: 1
WMG , SPOT , FOXA , EDR , MSGS , ROKU , VIAC , LYV , OUT , WWE , CNK , AMCX , DIS , CCO , IPG , IHRT , NFLX

+48 pts



2022 media & entertainment outlook - streaming, advertising and live entertainment to drive strong growth

By bbern3 on Dec. 15, 2021, 11:50 a.m.
Tagged topics: 2022 outlook

Views: 143, Votes: 5, Responses: 1, Attachments: 1
VIAC

+50 pts



$VIAC - Needham sees upside to estimates from upfront pricing after speaking with company

By labjordan on Oct. 15, 2021, 12:13 p.m.
Tagged topics: digital advertising , Needham , upside to estimates

Views: 219, Votes: 13, Responses: 1, Attachments: 2
CMCSA , VIAC

+33 pts



$CMCSA - recent wall street reports on Comcast (as requested)

By junkfoodlover on Sept. 8, 2021, 11:03 a.m.
Tagged topics: deep dive , JP Morgan , RBC , media , Scotiabank

Views: 199, Votes: 1, Responses: 0, Attachments: 8
WMG , NFLX , DIS , SPOT , FOXA , ROKU , VIAC , OMC , MSG

+45 pts



Morgan Stanley most bullish on $WMG $NFLX and $DIS following Q2 characterized by advertising boom but streaming slowdown

By puckerman17 on Aug. 18, 2021, 10:46 a.m.
Tagged topics: streaming , digital advertising , media , cord cutting

Views: 496, Votes: 6, Responses: 0, Attachments: 2
VIAC

+49 pts



$VIAC - Barclays (bear) says VIAC should be broken up to be sold in separate pieces

By labjordan on Aug. 11, 2021, 10:59 a.m.
Tagged topics: speculation , market chatters , mergers and acquisitions , Barclays , breakup value

Views: 234, Votes: 6, Responses: 1, Attachments: 2
VIAC

+54 pts



$VIAC - streaming assets provide significant upside, but remains undervalued by investors

By labjordan on Aug. 8, 2021, 10:27 p.m.
Tagged topics: streaming , earnings results , Goldman Sachs , Needham , media

Views: 293, Votes: 8, Responses: 3, Attachments: 4
CMCSA , VIAC , ROKU , AAPL , AMZN , GOOGL

+33 pts



$CMCSA - Goldman says merger with $VIAC would add scale but increase exposure to cord-cutting, buying $ROKU would add streaming scale but be in direct competition with tech giants

By labjordan on June 25, 2021, 10:46 a.m.
Tagged topics: scale benefits , market chatters , mergers and acquisitions , Goldman Sachs , media

Views: 245, Votes: 2, Responses: 0, Attachments: 4
NFLX , FOXA , VIAC , DISCA

+34 pts



$NFLX - Morgan Stanley expects Netflix to achieve Investment Grade rating within a year

By mooreideas on June 9, 2021, 10:26 a.m.
Tagged topics: Morgan Stanley , debt analyst , investment grade , debt upgrade , WarnerMedia , improving cash flows

Views: 307, Votes: 2, Responses: 0, Attachments: 16
VIAC

+41 pts



$VIAC - Needham says VIAC is escalating the content wars, recommends stock because streaming assets are worth more than its market cap

By labjordan on May 7, 2021, 12:10 p.m.
Tagged topics: buying opportunity , discount valuation , streaming , earnings results , Needham , media , content wars

Views: 328, Votes: 8, Responses: 0, Attachments: 9
VIAC

+55 pts



$VIAC - Goldman says they have greater conviction that VIAC's streaming biz is undervalued after meeting with senior management

By labjordan on April 1, 2021, 3:13 p.m.
Tagged topics: buying opportunity , management commentary , analyst checks , streaming , Goldman Sachs , undervalued , market mispricing

Views: 460, Votes: 8, Responses: 2, Attachments: 4
VIAC , DIS , NFLX

+62 pts



$VIAC - Goldman says stock is now 'materially undervalued' and implies 'immaterial value' to streaming business, sees Paramount+ launch as catalyst

By puckerman17 on March 29, 2021, 12:37 p.m.
Tagged topics: buying opportunity , positive catalyst , discount valuation , streaming , Goldman Sachs , buy the dip , undervalued

Views: 334, Votes: 8, Responses: 4, Attachments: 9
NFLX , VIAC

+79 pts



$NFLX, $VIAC - BMO recommends selling ViacomCBS to buy more Netflix (still their top pick for 2021) ahead of buyback resumption, password sharing clampdown

By puckerman17 on March 15, 2021, 1:13 p.m.
Tagged topics: streaming , share buyback , subscriber growth , analyst top pick , tough comps , BMO , media , long-short , password sharing

Views: 222, Votes: 5, Responses: 5, Attachments: 3