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Media & Comm, editor's picks: SeaWorld's deal prospects; Netflix's price hike


According to Market Intelligence, December 2022


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Media & Comm, editor's picks: SeaWorld's deal prospects; Netflix's price hike

Here are the editor's top picks for the week.

SeaWorld could be a whale of a deal for Disney or Merlin

With SeaWorld Entertainment Inc.'s stock price having sunk roughly 50% over the last four years, published reports suggest other theme park operators see a buying opportunity. But a deal may not be easy. FBR & Co. analyst David Jacobs noted in a recent research report that if SeaWorld is truly considering a deal, it would only make sense for the company to reach out to "every other major theme park company in response to an overture, including Six Flags [Entertainment Corp.], Cedar Fair [LP]… potentially Walt Disney [Co.] and Universal, and also private equity."

Netflix price hikes drive stock gains, until they negatively impact sub counts

Investors responded to Netflix Inc.'s latest price increase as bullishly as the historical data could have predicted, but the real impact of the price hike on the stock will be felt when the subscriber trends are revealed.

Viacom-Charter carriage renewal hinges on pricing, tiering issues, analysts say

With a deadline looming Oct. 15, Viacom Inc. and Charter Communications Inc. are facing a potential disconnect of the programmer's 23 networks. Pricing considerations aside, analysts believe issues around tiering are integral to the companies reaching a resolution. In May, Charter relocated key Viacom networks to a higher-priced package for new customers.

Opinion: The importance of driving internet of things security standards

Selling unsecured internet of things devices due to a lack of scalable security standards could be catastrophic to network infrastructure, privacy and safety, according to Ron Ih, director of business development at Kyrio, a subsidiary of CableLabs.

The VR cycle, turning virtual bulls into literal bears

At the Digital Hollywood conference in Los Angeles, some of Hollywood's virtual-reality professionals expressed concern about the business model for VR amid slower-than-expected consumer adoption.