Trends — Broadcasters vs Vendors & SIs

Posted by Joe Zaller

Jul 01 2009

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Transcript of Harmonic's Earnings Conference Call -- Includes Updates on Omneon Deal #Broadcast http://bit.ly/cY74yS

Technicolor Investor Presentation from Yesterday's Earnings Call with Analysts #Broadcast http://bit.ly/bxdWJP

Eutelsat Has Record Year. Rev + EBITDA Growth 11%+. Now #Broadcast s 3,662 TV Channels - # of HD channels +80%. http://bit.ly/as8iOS

Belo Q2 Rev Up by 13%, Net Income Almost Doubles. Auto ads up 51% Web Rev + 14% #Broadcast http://bit.ly/aIwbQO

Harmonic Q2 Rev +18% y/y, 13% q/q. NI of $4.4m vs $7.9m Loss. Says Omneon Deal to Close in 2nd Half of 2010 #broadcast http://bit.ly/9Ra1vI

Dolby Q3 Rev +34% y/y. Takes $9.6m #DCinema Lease Charge. Announces Extra $300m for Share Buyback #broadcast http://bit.ly/bddjNx

Rosica: Business As Usual At Grass Valley -- via @tvnewscheck #Broadcast http://bit.ly/doPqXd

Belden Q2 Rev +24% y/y, +6%q/q. Americas Rev +27%. Raises Estimates. #broadcast http://bit.ly/9aFWz0

Technicolor 1H10 Results. Rev -18.5%. Continuing Ops EBIT €15m. EBIT Loss of €109m from discontinued ops ("mostly GV") http://bit.ly/czcLtT

Evertz Lands $7m+ Order from Unnamed International Customer #Broadcast http://bit.ly/aU48hK

ARRIS Announces Prelim Q2 Results. Rev up slightly, Net Income + Gross Margins Down #cable http://bit.ly/bZFlYj

Comcast Rev +6.1% in Q2. Op Income + Cash Flow Up. Lost 256K Video Subs, Spent $59m on NBCU Deal in Quarter #Cable http://bit.ly/a93sB4

RT @NewTeeVee: Envivio Shakes Up Management, Raises $15M http://dlvr.it/36yJH

WSJ Article: #MobileTV Push Gets Fuzzy Reception. Discusses Qualcomm's Plans for FLO TV, OMVC and MobiTV. http://bit.ly/9x5rJk

Virgin Media Posts Strong Q2 Results. Rev, Op Income + Cash Flow all Up #paytv #cable http://bit.ly/8XEkLc

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