Morningstar

Neil Macker, CFA

Neil Macker, CFA, is a senior equity analyst for Morningstar.

More From Neil Macker

The first three over-the-top pay-television providers have surpassed more than 3 million subscribers--and that's without any impact yet from YouTube TV or Hulu with Live TV.
Neil Macker, CFA

The company's scripted programming has garnered Emmy awards and high ratings.
Neil Macker, CFA

While the quarter was disappointing for the wide-moat firm, we are encouraged by the continued strength of the domestic cable business.
Neil Macker, CFA

The slight acceleration in sub losses in the quarter, particularly when combined with the inability of the narrow-moat firm to gain carriage in either Hulu or YouTube OTT television packages, is troublesome.
Neil Macker, CFA

While media networks continue to suffer due to weaker-than-expected advertising revenue and subscriber losses, the parks business expanded with Shanghai driving growth.
Neil Macker, CFA

Digital offerings to beat our expectations, but the stock is trading in 3-star territory, and we would wait for a larger margin of safety.
Neil Macker, CFA

Theatrical revenue growth and subscription revenue growth propelled results for the wide-moat entertainment giant.
Neil Macker, CFA

The wide-moat firm has reinvigorated its television studios in the U.S. and abroad.
Neil Macker, CFA

The firm ended 2016 on a high note, but the stock is trading well above our fair value estimate and uncertainty remains very high.
Neil Macker, CFA

Trading in the high $30 range, the stock is very attractive, though investors should be prepared for a bumpy ride, particularly since the firm may be beginning a multiyear turnaround effort.
Neil Macker, CFA

While Twenty-First Century Fox appears to be paying a reasonable price for Sky, we're not wowed by the potential acquisition of a satellite operator at a time when content distribution is increasingly moving online.
Neil Macker, CFA

Sadly, AT&T didn't choose to seriously shake up the industry, but the addition of another large distributor in the over-the-top content space will help to raise awareness and to grow the overall subscriber base.
Neil Macker, CFA

The firm beat its own low guidance in the third quarter, but we think investors should remain cautious given slowing U.S. growth and upcoming content investments.
Neil Macker, CFA

With the shares trading in the mid-$30 range, the stock is very attractive, though investors should be prepared for a bumpy ride.
Neil Macker, CFA

More About Neil Macker

Neil Macker, CFA, is a senior equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers media/entertainment and video game publishers.

Before joining Morningstar in 2014, Macker was a senior equity research associate for FBR & Co., where he covered the telecommunications services sector. Previously, he was an associate equity analyst for R.W. Baird and completed the summer associate rotational program at UBS Investment Bank. Before attending business school, Macker held analytical roles at Corporate Executive Board and Nextel.

Macker holds a bachelor’s degree from Carleton College, where he graduated cum laude, and a master’s degree in business administration from The Wharton School of the University of Pennsylvania. He also holds the Chartered Financial Analyst® designation.

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