3 Media Stocks in Focus: Disney Holds the Cards in Nielsen/Arbitron Deal, Lionsgate’s Next Blockbuster, and Comcast’s Mixed Progress

Disney (NYSE:DIS): The New York Post is reporting that an ESPN decision could be a crucial component to the terms of Nielsen’s proposed $1.26 billion purchase of Arbitron, as the sports network licenses software from the latter that allows it to tell how often viewers are watching the network over television, radio, PCs, smartphones and tablets. However, with that contract due to expire in the near future, “the ability of ESPN to squeeze a promise from Nielsen that it will be able to continue to license the software is likely integral to the merger getting federal approval,” the Post says.


Lionsgate Entertainment (NYSE:LGF): A trailer has been released for Lionsgate’s upcoming film Divergent, slated for a March 21 release. The company will be paying special attention to early reactions to the trailer, as the movie is based off of the novel for young adults.


Comcast Corp. (NASDAQ:CMCSA): The Wall Street Journal is making the case that Comcast’s purchase of NBC Universal is showing some mixed results, as ”The Voice” has done well but “Today” lost its 15-year position as the leading morning program to ABC’s “Good Morning America.” Overall, NBC is now rated third among the major networks.


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