Anthony DiClemente

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Last quote by Anthony DiClemente

I think we're out of the woods on traditional cord cutting. Because these newer bundles like YouTube TV and the soon-to-be launched Hulu will include ESPN. What I'm incrementally concerned about, actually, is advertising, because ratings on the shoulder programming, like SportsCenter, have really rolled over. So even though we took up the overall earnings estimate, our ESPN advertising estimate went lower.
Mar 21 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Anthony DiClemente is associated, including U.S. and Viacom. Most recently, Anthony DiClemente has been quoted saying: “I just think at a higher level, [Disney's studio segment] really demonstrates the consistency and the global power of the Disney film studio. As a result, we took up our target price on the stock, which is a great buy. Look, this is the biggest ever March box office opening, you know, in history. This is the seventh biggest opening weekend of all time. We were looking for $120 million, and it did $170 [million]” in the article Analyst on Disney "Beast" mode and how it'll continue.
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Anthony DiClemente quotes

Our analysis shows that Alphabet could support a meaningful expansion of its buyback program.

They don't have a legacy business to protect the way traditional media companies do.

The world is shifting to internet video; this is the market leader.

You're factoring in the new investments that have yet to yield a return.

[I] don't mean to be a Debbie Downer on the potential for a big, blockbuster-hyped acquisition, but it could be another suitor like Microsoft, like Salesforce, who sees the virtue in extending their portfolio to social.

It's a very high price tag and a high multiple for Disney. We see better uses for that capital elsewhere for Disney.

We've covered Twitter for some time, and we can see some of the issues that Twitter has fundamentally. The issues with growth, the issues with decelerating revenue per issue, the issues with leadership that has turned over quite a bit.

The pattern over the last few quarters has been that the company has outperformed for studio entertainment results, and underperformed media networks. That trend is likely to continue.

To borrow a phrase, the best successor to Bob Iger may very well be Bob Iger.

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