Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Viacom: Color on Quarter (43.89)<ul><li><strong>FBR</strong> notes that Viacom put up an impressive F1Q17 beat, which should be very helpful today for this low-expectations equity. But core media nets advertising and affiliate fee trends were close, and a bigger source of upside appeared to us to have been the Telefe acquisition on November 15 (which was not in our estimates or consensus, we believe) and a surprising step-up in ancillary revenues tied somehow to a slate financing deal. Maintains Market Perform, $44 tgt. </li><li><strong>Needham</strong> notes that VIAB's new CEO, Bob Bakish, has a new strategy that calls for VIAB to slim down from 20+ TV channels to 6 «Flagship» channels: Nickelodeon, Nick Jr., MTV, BET, Comedy Central and a new Paramount Channel (called Spike last week). In a world of skinny bundles, this is VIAB's best chance to stay relevant. The new strategy also pivots from being an antagonist to US MVPDs to being a «partner», which is a good action plan since it owns a large, weak, expensive bundle of channels, which has been thrown off by several small MVPDs. Execution hurdles remain, with 2017 requiring extra investment to fund the new strategies, including the rebranding of Spike to become the Paramount Channel. Also, they fear that affiliate fees and ad rev may both decline as 20 channels fall to 6 channels, even though we believe this is the best long-term path for VIAB. Maintains Hold. </li><li><strong>RBC</strong> notes that it was a good day for Viacom as new management delivered a beat and a bonafide strategy. But now comes the hard part and they think content risks are ill appreciated. Maintains $35 tgt, and maintains Underperform.</li></ul><p><em>Shares of Viacom are trading 0.3% higher in the pre-market</em></p></td> </tr></table>"