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Aug 19, 2024
08/24
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BELARUSTV
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geta of the plenary work of the zaslav project. saved.um is good for many times, collecting masters from different fields, art direction, amatar, professional profession. vernissage arganic ўpіsaўўў in the holy bath of the forefather of gaspodnyaga, and took place at agul. on the orthodox date, your zaslavsky color. the parish also has a special art festival dedicated to the holiday, which brings together artists from belarus, russia and their dedicate their works to the transformation, you can look at them, they are very diverse, beautiful, worthy and bring such joy, beauty, consolation to a modern person and, of course, inspiration. i conduct master classes for children, for parishioners, they really like it, we also like it, because it is, well, with god's help, everyone is inspired by the process, painting, the holiday, that is, painting, it is an additional decoration of this beautiful, bright holiday. we always approach the temple, pray, attend prayer, and so we write we write those frames from familiar points. aryn sabalenka has ou
geta of the plenary work of the zaslav project. saved.um is good for many times, collecting masters from different fields, art direction, amatar, professional profession. vernissage arganic ўpіsaўўў in the holy bath of the forefather of gaspodnyaga, and took place at agul. on the orthodox date, your zaslavsky color. the parish also has a special art festival dedicated to the holiday, which brings together artists from belarus, russia and their dedicate their works to the transformation,...
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yes, they drew down -- they were able to eliminate more than a billion this time around, but david zaslavell. >> the balance sheet is nasa and have very long term debt, 15-year maturity. liz: 4%. >> and very low interest rate, like under 5%. that'sd a really great job in the financing and the question is what did they do from here? we think one option is to sell assets but that's not enough. another solution or near possibility could be to merge max and streaming platform with another streamer and way too many streaming platforms out there and kind of begs the question, whether hay merge? you're seeing joint ventures and bundling, which reduces term and decreases marketing costs. we think that'll happen and another option would be for them combine in a company that own as broadcast network and possibly even your parent company fox, which has fantastic assets in live news, live sports and broadcast network, very little entertainment, which is where the weakness has been and remember several years ago, fox tried to buy old time warner and it's essentially this company and we're going succes
yes, they drew down -- they were able to eliminate more than a billion this time around, but david zaslavell. >> the balance sheet is nasa and have very long term debt, 15-year maturity. liz: 4%. >> and very low interest rate, like under 5%. that'sd a really great job in the financing and the question is what did they do from here? we think one option is to sell assets but that's not enough. another solution or near possibility could be to merge max and streaming platform with...
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Aug 8, 2024
08/24
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CNBC
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>> talk about who david zaslav is. to solve it, it's zaslav of we got a bad hand. >> without a doubt. it was a tough hand. and the deterioration of linear networks has been -- >> nothing short of breathtaking. >> has been more difficult and quicker than many had even anticipated who were expecting it to be bad. >> have you seen any industry have this kind of fast grind? not slow grind anymore, high single-digit, also known as to the people that we're trying to confuse, hsd. >> let me -- but let me just address this. on the activist thing, it's like, what would the plan be? >> the activist? >> if you got an activist in the stock, what would you do? you would say, well, remember a few weeks back, split the company, linear networks, obviously, but it's very difficult to do. you'd want -- the bankers i've spoken to, have investment grade, given the ebitda declines. the bondholders, even though they may not have that many covenants, they may have an opportunity to say, no way. i don't believe that's necessarily a road they
>> talk about who david zaslav is. to solve it, it's zaslav of we got a bad hand. >> without a doubt. it was a tough hand. and the deterioration of linear networks has been -- >> nothing short of breathtaking. >> has been more difficult and quicker than many had even anticipated who were expecting it to be bad. >> have you seen any industry have this kind of fast grind? not slow grind anymore, high single-digit, also known as to the people that we're trying to...
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author, great book, but i did want to catch up with you on all this media company nudes and david zaslavheck is going on? >> neil, there's probably one media boss and i'm going to say this because he's our boss, rupert more dodge -- murdoch, who figured out early. when he sold his entertainment as assets for a lot of money, something like $50 billion or maybe $70 billion. i can't remember the exact number, but it was the deal of the century because he sold it at the top of the market and leaving disney with a gazillion dollars of debt which bob cheap ec, eventually when he became ceo, when the media industry the started to turn, cord cutting set in and streaming seemed to be difficult and expensive, showed the sort of cracks in the traditional media business model. and, or you know, fox right now is a leaner company, it's, you know, doesn't have a lot of debt, you know in it's in pretty good shape. good ratings, obviously. but these other companies are struggling to try to figure out the model. and, you know, you can talk about david zaslav, he's the flavor of today, but i see these anal
author, great book, but i did want to catch up with you on all this media company nudes and david zaslavheck is going on? >> neil, there's probably one media boss and i'm going to say this because he's our boss, rupert more dodge -- murdoch, who figured out early. when he sold his entertainment as assets for a lot of money, something like $50 billion or maybe $70 billion. i can't remember the exact number, but it was the deal of the century because he sold it at the top of the market and...
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Aug 9, 2024
08/24
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CNBC
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did zaslav mean to break up warner brothers discovery, sell it off in parts and be done?ead an article talked about comcast out-maneuvered warner brothers stealing nba rights and enabling them to -- >> lower the carriage fees. >> break up warner brothers sdovsdov discovery and longer term where does this go? >> two things you're talking about. on a major event that happened and not enough people are talking about people thought paramount+ would go away. falling apart. like, paramount in a death spiral. now paramount's bought by one of the wealthiest humans on earth nobody believe it's getting shut down. a change in the land scape. the hope of lesser competition has evaporate d because of the skydance. in terns of warner brothers thesis, the problem is, breaking it up, andrew, sitting we david zaslav onstage and asked about the nba. he responded, paraphrase. like, we don't need to always rent sports. we want to create more and more content. implication they have enough to survive without the nba. investors are worried. didn't really answer the question. probably because th
did zaslav mean to break up warner brothers discovery, sell it off in parts and be done?ead an article talked about comcast out-maneuvered warner brothers stealing nba rights and enabling them to -- >> lower the carriage fees. >> break up warner brothers sdovsdov discovery and longer term where does this go? >> two things you're talking about. on a major event that happened and not enough people are talking about people thought paramount+ would go away. falling apart. like,...
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Aug 21, 2024
08/24
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CNBC
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what do you do if you're zaslav?al events at the olympics. >> what about a porterhouse? >> he like to go to restaurants? >> we've talked about what better housing mobility would mean for those companies and we did get toll with a double beat, raise guide, jim. mortgage apps today. you've got to 30-year fixed down to 6.5%. >> if you look at the amount of applications, they're doing dramatically. i think people are really waiting now. we're finally at that moment where everybody -- mortgage apps for -- >> down ten, but prior week was up 16. >> i know, but i'm thinking that we're -- this is what i believe we are now close enough to jackson hole that the average consumer knows that. by the way, toll brothers, a lot of their homes are built for, you know, they're cash. $1 million cash. once again, the margins are so great in this business, but it's the buyback of the stock. it's one of the most aggressive buybacks on the new york stock exchange. it's incredible, david. >> wow. >> remember they used to -- they were serial
what do you do if you're zaslav?al events at the olympics. >> what about a porterhouse? >> he like to go to restaurants? >> we've talked about what better housing mobility would mean for those companies and we did get toll with a double beat, raise guide, jim. mortgage apps today. you've got to 30-year fixed down to 6.5%. >> if you look at the amount of applications, they're doing dramatically. i think people are really waiting now. we're finally at that moment where...
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Aug 19, 2024
08/24
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CNBC
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on the other hand, you've got zaslav, and zaslav is a rootable figure because he's kind and excitingay, oh, come on, man, get this thing moving. and what are they going to do with the nba if they lose nba? will barkley stay? and what does zas have? i want people to understand why he's talked about. he's not talked about because he bit off more than he could chew. he's talked about because you kind of root for him, and right now, he's very much an underdog. very much. >> even the downgrades, i'm thinking of bernstein last week, they point out that the assets are a hedge to any downside. >> that's true, but i think that the way -- i'm in this business, but the way that things are going with tv, the new tv, it's just happening too fast. i was talking to executives about smith, cronyn, and there were just tremendous sellings, scm, and i said, geez, my typewriter works great, what the hell is that? they ended up being the chemical company, that's what they kept, but you fear that we're a typewriter. i worked at a morning paper, and i remember we were putting out of business the evening pa
on the other hand, you've got zaslav, and zaslav is a rootable figure because he's kind and excitingay, oh, come on, man, get this thing moving. and what are they going to do with the nba if they lose nba? will barkley stay? and what does zas have? i want people to understand why he's talked about. he's not talked about because he bit off more than he could chew. he's talked about because you kind of root for him, and right now, he's very much an underdog. very much. >> even the...
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i think we're all going to be looking to david zaslav, the ceo of warner bros discovery and how he playse next few weeks. liz: he's making more than $40 million a year in the pay package. how long does something like that last, rich, when the performance is very sketchy? >> look, liz, we've been talking about compensation for the media sector broadly for decades and across the entire industry, this is not a warner bros discovery issue. across this entire industry, there's been a real disconnect between what executives are paid and performance. this is a very challenged sector. there's no bright spots and we were just talking about challenges disney had back to where it was ten years ago. warner bros discovery has fallen down dramatically. this whole sector is retrocochlear i un-inspiring from an investor spanned point. they should be looking at spotify and netflix and reddit and that's where they can make money. i mean, reddit is down sharply today. there's ways of making money. i don't think there's a lot of hope right now in traditional media to make money. liz: rich, we will see exact
i think we're all going to be looking to david zaslav, the ceo of warner bros discovery and how he playse next few weeks. liz: he's making more than $40 million a year in the pay package. how long does something like that last, rich, when the performance is very sketchy? >> look, liz, we've been talking about compensation for the media sector broadly for decades and across the entire industry, this is not a warner bros discovery issue. across this entire industry, there's been a real...
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Aug 8, 2024
08/24
by
CNBC
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david zaslav, excellent operator who's trying to turn warner brothers discovery around.y reported a miserable quarter last night taking a $9.1 billion writedown for some of its linear tv assets. it was just devastating. to which i say of course it was. cord cutting, escalating costs and it's competing against a much better ad delivery system for reaching the right people, the ai-powered meta platforms. you have no idea who's watching tv at all, what their predilections might be but when meta places an ad in people's instagram feed it will be something very relevant to them because meta already knows what you like. maybe even better than you do. you can't beat them. it's like when i worked for the tallahassee democrat when i got out of college and we were grateful our paper came out in the morning because the television news had eviscerated the evening papers. that's what i feel has happened to linear tv versus the well-financed hyper scalers. nobody can compete. there are terrible neighbors all overt map right now even on an up day. fast food, right? it's become very tou
david zaslav, excellent operator who's trying to turn warner brothers discovery around.y reported a miserable quarter last night taking a $9.1 billion writedown for some of its linear tv assets. it was just devastating. to which i say of course it was. cord cutting, escalating costs and it's competing against a much better ad delivery system for reaching the right people, the ai-powered meta platforms. you have no idea who's watching tv at all, what their predilections might be but when meta...