Class action writs are not unusual in the US, and it seems at least one group of TiVo shareholders feel aggrieved by the recent agreement for Rovi to acquire TiVo. Brodsky & Smith – class action veterans – say they are gathering potential evidence that the Board of Directors may have breached their fiduciary duties […]

Karim Michel Sabbagh, CEO at satellite operator SES, speaking to analysts following the company’s Q1 results, explained how the company was embarking on new and “unprecedented opportunities” by taking a 50.5 per cent controlling share in O3b (up from 49.1 per cent). The extra investment takes SES’ overall cash commitment into O3b to $323 million […]

SES will unveil its Q1 results on April 29th. Giles Thorne, equity analyst at investment bank Jefferies, suggests that 2015 was definitely a year to forget given the slew of financial headwinds suffered by the satellite operator. Thorne suggests that 2016 will start on a ‘solid footing’ but that growth for SES will be back-end […]

On April 28th, satellite operator Intelsat will unveil its Q1 results, and there’s little doubt that change is in the air. The past few quarters has seen altogether too much doom and gloom associated with Intelsat, and now there are clear signs that as this year rolls out the businesses prospects look much healthier. Indeed, […]

Broadcasters could be forgiven for wishing the digital train would occasionally slow down or at least rest a little longer in one station before moving on to another. For many years, of course, it was very straightforward – a signal was sent, by a variety of means, to a TV where it was watched or […]

Sky’s solid financial results pleased the market, but the likely costs of winning the impending German Bundesliga football TV rights, coming up for the final stages of auction at the end of May/early June, is scaring some analysts. For example, equity analysts at Exane/BNP-Paribas, are not just worried by the Bundesliga costs, but are fearful […]

Dish Network’s founder Charlie Ergen, speaking to analysts following his company’s results, said that vehicle connectivity was a topic that his organisations were well positioned to participate in. Ergen is holding very large amounts of wireless spectrum. “Certainly cars are going to be connected. The only way that I know you are going to connect […]

Having reported on the many challenges facing satellite operator Intelsat over this past year, it is refreshing to report a massive 11.5 per cent jump (35c) in its share price on April 19th, to $3.49. Intelsat releases its quarterly numbers next week on April 28th, and perhaps investors are buoyed by the likelihood of good […]

ARM is the UK-based supplier of chip-sets and its licensed patents and IP are incorporated into hundreds if not thousands of TV, computing and cellular smartphone products. For some years it has been the “darling” of UK technology. But as a major report from equity advisors at investment bank Jefferies now suggests “its story is […]

The initial enthusiasm over the planned Vivendi acquisition of Mediaset’s Premium pay-TV services has cooled a little, at least as far as equity analysts at Deutsche Bank (DB) are concerned. While admitting that their examination makes a “finely balanced” case, the bank is still not upgrading its advice to clients to ‘BUY’ from ‘HOLD’ for […]