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Time Warner - 2014 Q2: Mixed results; Overvalued

  • ID: 2977522
  • September 2014
  • 51 Pages
  • Indigo Equity Research

This report provides a detailed financial analysis and review of the company. The report includes: SWOT analysis, investment thesis, fundamental & DCF Valuation; as well as a review of significant recent events, operations analysis, ten year financial analysis, business model, strategy, major M&A activity, industry overview and latest Q results.

Independent, buy-side, fundamental, financial analysis.

Note: Product cover images may vary from those shown

Investment Thesis & SWOT Analysis


News Flow - Significant Company Recent Events - Time Warner
News Flow - Significant Industry Recent Events
Company Analysis
Media Industry Overview & Key Themes for 2014
Operating Divisions
Management, Executive Compensation & Board
Balance Sheet & Key M&A
Business Model - Snapshot of the last 12 Months
SWOT Analysis
More on Recent Key Investment Issues
More on Recent TV Industry Developments

Key Fundamental Drivers

Historical Financial Results - Quarterly Analysis since 2004
Profit & Loss Summary
Revenue Analysis by Service
Revenue Analysis by Division - Old Format
OIBDA & EBIT Analysis
OIBDA & EBIT Margins
Cash Flow Analysis
Balance Sheet Analysis
Working Capital Analysis
Return Analysis
Unusual Items

Fundamental Valuation of Time Warner
DCF Valuation & Reality Check
Historical Valuation Multiples
Consensus Forecasts & Valuation Multiples

Industry Analysis
Media Industry Overview
Disruptive Media Industry Trends & Drivers
US Film Sales
Content Creation v. Distribution
The Cable (Pay TV) Industry is Doomed

Tables of Historical Financial Results
Quarterly & Annual Financial Accounts
Revenue Data
Revenue by Division

Explanations, Legal and Important Information

Note: Product cover images may vary from those shown
Note: Product cover images may vary from those shown


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