Bob Iger The future is direct relationship between content creators and consumers ” It’s been clear to us for a while with the future of this industry will be forged by direct relationships between content creators and consumers. Given our … Continued
Leslie Moonves – CBS Corp. Yes sports bidding is becoming more competitive out there “Mike, on the sports, yes, the competitive bidding is becoming more and more out there, and obviously there’s digital players in the sports arena. The good … Continued
Arne M. Sorenson – Marriott International, Inc. Europe hotels benefitting from greater US demand “our Europe hotels are benefiting from improving economic growth and greater U.S. demand, driven by the stronger dollar. As a result, Europe’s RevPAR rose 7% on … Continued
Bernardo Vieira Hees – The Kraft Heinz Co. Clearly not everything went our way “it’s important to recognize that clearly not everything went our way in the first half. Canada, India and commodity cost in United States are just a … Continued
Dan Loeb 10.6% return in 1H 2017 “he Third Point Reinsurance investment portfolio managed by Third Point LLC returned 4.5% in the second quarter of 2017, net of fees and expenses versus returns for the S&P and CS event-driven indices … Continued
Thomas L. Williams – Parker-Hannifin Corp. Positive, neutral, negative markets “Positives are aerospace, agriculture, construction, distribution, forestry, general industrial, heavy-duty truck, lawn and turf, mining, oil and gas, refrigeration and air-conditioning, semicon and telecom. So, as I said, it’s a … Continued
Steve Sanghi – Microchip Technology, Inc. Strong business environment, inventories at the low end of normal “we are continuing to see a very strong business environment for our products worldwide and have a number of company-specific demand drivers. Our bookings … Continued
David T. Seaton – Fluor Corp. The current market environment is the worst I’ve seen in 30 years “the current market environment is perhaps the worst I’ve seen in my 30-plus years. The market has contracted since 2014. The good … Continued
Charles William Ergen – DISH Network Corp. Have to move with the market “I think it’s realistic to assume that a Linear customer today that you might get on randomly across the United States, the odds on that customer lasting … Continued
Robert Bakish – President and CEO Pay TV decline of ~3.5% “So, there’s a bunch of questions in there. Let’s talk about the sort of pay-TV environment and some of the decline that’s been discussed. So, a couple of pieces. … Continued