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Doug Creutz, Cowen & Co. vice president and senior research analyst, breaks down the new deal between DirecTV and Viacom.
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Subscribers the terms of the deal that we're not disclosed so how do we know who -- -- -- lots that's what -- crates is here to tell us senior research analyst.
At Cowan and company -- putting all the pressure and even the truth if nobody really knows the terms of this deal right what's your best bat.
Well I think both sides probably walked away with something I think on Viacom suite of basic cable networks Nickelodeon MTV and so forth.
They probably got close to the price increases they were -- -- On the other hand Viacom is also trying to get DirecTV to pick up carriage of -- pay TV network capex that they -- -- stake -- and DirecTV was able to successfully.
Reject Viacom's.
Interest in Harry and -- that and I thought yeah.
So what are they gonna about the bright future about the next time we see.
-- a battle like this -- -- who who came out looking the strongest and what message does that send the rest the industry's.
Well I think the overall message is said.
The content owners continue to be able to -- price increases for our high value contents.
At a pretty impressive rate I think you there were some specific issues here around epics.
That that direct he was able to win on.
But if there was ever negotiation -- the distributor meeting DirecTV had an advantage it was this one.
With Viacom's ratings and several networks being down significantly recently Nickelodeon -- had major ratings problems.
It was during the summer so they're kind of at a law in -- overall TV viewing maybe don't worry about losing -- many subscribers.
But if there was ever -- time that ultimately the the distributed renewable pushed back hard on contact costs this MBA and I think Viacom is still able to get most of what they're asking for.
Interesting RE -- thanks for joining us.
OK once again we are still waiting for the press conference out of Aurora Colorado the very latest developments the investigation -- deadly shooting at the movie theater there as you can see.
They are setting up.
-- we wait for the press.
