Viacom CEO Talks Nickelodeon Ratings Issues, Ads, 'Paranormal Activity,' Shareholder Returns Philippe Dauman vows to return an estimated $20 billion to shareholders over the next five years, says that ad trends look stronger in early 2012 and Epix could extend the exclusivity of its deal with Netflix if it gets "good value" from the streamer. AOL CEO Tim Armstrong Remains Upbeat About Company Outlook He tells an investor conference that the integration of the Huffington Post has remained "well ahead of plan" and that he believes in the AOL brand name because users trust it despite some bad history. Time Warner Cable CFO: 'We're Not in the Content Business' Despite Lakers Deal But a 20-year deal for the rights to the NBA franchises games this year helps the cable giant to manage ever-increasing programming costs, says Irene Esteves. UBS Media Conference Kicks off With Deals Pitch, Ad Forecasts "We're living through a hinge of history," UBS banker Aryeh Bourkoff says about the fast-changing industry and argues that it could be ripe for some transformative deals.
Private Equity Panel Talks Digital Media Apollo Global senior partner Aaron Stone predicts that his firm's CKX, owner of the "American Idol" franchise, has digital opportunities, in which it will invest. Sirius XM CFO Discusses Effects of Price Hike in 2012 "When you raise prices, you're going to suppress demand," David Frear says, but predicts financial benefits and says "it's a good thing for the business." Comcast CFO: NBCUniversal Integration Continues to Go 'Really Well' About 10 months after the deal, Michael Angelakis says there is upside for the NBC and Telemundo broadcast businesses and reiterates that "we're not interested in losing money on sports." MagnaGlobal Cuts Global Ad Forecasts for 2011, 2012 It cites a "worsening economic outlook," but sees the Internet and China continue to rise and growth accelerate next year due to the Olympics and other quadrennial effects. Imax Eyes Becoming Hollywood's Preferred Early Release Platform Tom Cruise’s "Mission: Impossible - Ghost Protocol" screening in Imax theaters five days before December 21 theatrical roll-out could herald additional pre-release engagements for the giant screen exhibitor. U.S., Global Ad Growth to Accelerate in 2012 Driven by Special Events Ad market forecasts will open Monday's 39th annual UBS Global Media and Communications Conference, and prognosticators see momentum boosted by quadrennial events, such as the U.S. presidential election and the Summer Olympics. |