Discovery Communications Tag

Discovering Discovery

in Analysis

Discovery is a media company that owns some of the most popular TV channels – Discovery, TLC, Animal Planet, Opera Winfrey Network (OWN), ID (crime channel), Eurosport among others. Discovery stock has been scratching multiyear lows because of millennials.  If you are reading this and you are between 19 and 35 years old – it’s on you!  Millennials are the first purely digital-age (non-analog) generation.  The one that thinks the DVD/CD drive in your computer is a fancy, complimentary cup holder. The market fears that millennials will not embrace the traditional cable/satellite model.  Instead, millennials will “cut cord” – dump traditional costly TV subscriptions bloated with hundreds of channels and watch their favorite TV shows “over the top” on the internet. These concerns are not baseless, but they are more than offset by other positive trends, and thus the “cord cutting” fear is creating an interesting opportunity in Discovery stock. Discovery’s revenues are almost evenly split between advertising and affiliate fees.  Affiliate fees are very stable subscription fees Discovery collects through cable/satellite companies from several hundred million subscribers in the US, Europe, Asia, and Latin America. Discovery’s revenue will likely grow, not decline, over the next decade.  Here is why: The rate of cord cutting has...

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