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    James Goss • Barrington Research

    James Goss's questions to Nexstar Media Group Inc (NXST) leadership

    James Goss's questions to Nexstar Media Group Inc (NXST) leadership • Q3 2024

    Question

    James Goss of Barrington Research asked if near-term growth would be driven more by cost efficiencies than revenue, inquired about the status of app-based delivery for full local affiliates, and questioned the potential for duopolies of top-four stations in large markets under the new administration.

    Answer

    Executive Perry Sook stated that future growth will be a mix of continued cost efficiencies and new revenue opportunities from News Nation and The CW. An executive explained that while app-based delivery of local programming is expanding, streaming full Big Four network feeds would require new agreements. Mr. Sook clarified that the ability to own two top-four stations in a market already exists via an FCC waiver, though it may become easier to obtain under a Republican administration.

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    James Goss's questions to iHeartMedia Inc (IHRT) leadership

    James Goss's questions to iHeartMedia Inc (IHRT) leadership • Q3 2024

    Question

    James Goss inquired about the risk of eroding broadcast quality due to cost-saving measures and talent consolidation. He also asked about the projected future revenue mix between the Multiplatform and Digital Audio segments and the potential for cross-selling between radio and podcasts.

    Answer

    CEO Bob Pittman countered that technology allows the company to upgrade on-air talent quality by deploying top personalities across multiple markets, rather than being limited by geography. He affirmed the ability to cross-sell, noting that radio's reach is used to build podcast audiences and can be sold to advertisers seeking scale beyond a specific podcast. President, COO & CFO Rich Bressler added that projections show low single-digit growth for the Multiplatform Group and mid-to-upper single-digit growth for the Digital Audio Group in the coming years.

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    James Goss's questions to AMC Entertainment Holdings Inc (AMC) leadership

    James Goss's questions to AMC Entertainment Holdings Inc (AMC) leadership • Q3 2024

    Question

    James Goss of Barrington Research Associates, Inc. asked about AMC's strategy for alternative content, specifically its participation in IMAX's live football game initiative, and the potential for AMC to launch its own sports programming. He also inquired about the role of smaller and mid-sized films in the upcoming release slate, their impact on film rental costs, and the interplay with streaming options.

    Answer

    Chairman and CEO Adam Aron confirmed AMC's support for IMAX's initiatives, including the Penn State-Washington game, provided there is a suitable theatrical window. He expressed strong interest in securing rights for other live sports, such as NFL and college games, but noted the primary obstacle is obtaining the rights. Regarding the film slate, Aron stated that while blockbuster franchises are key, smaller and mid-sized films are also crucial for a full recovery. He noted that studios are aiming to increase their total output and that film rental terms for smaller movies are often more favorable to AMC, which is beneficial for profitability.

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    James Goss's questions to Cinemark Holdings Inc (CNK) leadership

    James Goss's questions to Cinemark Holdings Inc (CNK) leadership • Q3 2024

    Question

    James Goss asked about the future role of alternative content, the potential for live events like sports, and whether the broadening content slate is creating beneficial demographic shifts.

    Answer

    President and CEO Sean Gamble expressed his belief that alternative content will remain an important part of the mix, even as Hollywood volume returns. He noted that while live sports rights are complex, they have had success with other live events like concerts and gaming. Gamble affirmed that a broad content slate is healthiest for the industry and that the return of diverse, non-franchise films is crucial for engaging all audiences, especially frequent moviegoers in their Movie Club program.

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