Time Warner recently hosted a investor day

Jason Sedawie

Decisive Asset Management

Time Warner recently hosted a investor day. The key takeaways were that the cable is beginning to unbundle with HBO offering its services to customers direct over the internet. Confirmation that digital is great for the media business with digital sales greater than physical DVD's with higher margins 85-95% versus 55-65%. Sports continues to be must have content. It is watched live and advertisers love it. Sport is only 4% of their programming but 25% of advertising revenue. Find out more at (VIEW LINK)


Jason Sedawie
Executive Director
Decisive Asset Management

Jason has a background in investment management, accounting and online retail. Together these three perspectives give Jason a unique view on investment trends in global markets.

Expertise

No areas of expertise

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.