Georg Szalai Janney's Tony Wible warns of a tipping point that will give distributors, particularly the online streamer led by CEO Reed Hastings, a leg up on content producers, leading him to upgrade Disney's stock and downgrade Time Warner.
Tuesday, April 17, 2012
Analyst: Content Deals With Netflix 'Increasingly Likely to Trigger A Loss in Ratings,' TV Ad Revenue
Georg Szalai Janney's Tony Wible warns of a tipping point that will give distributors, particularly the online streamer led by CEO Reed Hastings, a leg up on content producers, leading him to upgrade Disney's stock and downgrade Time Warner.
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