DHX Media licensing deals help drive stock to all-time highs

DHX Media recently announced the fifth consecutive annual Yo Gabba Gabba! Live! tour, which will visit 29 U.S. cities, plus Toronto, between October 14th and December 7th. Increasingly, DHX is deriving revenue from the branding and licensing of its properties.

A growing library of content combined with the emergence of over-the-top service providers such as Netflix has put DHX Media (TSX:DHX) in an advantageous position. But increasingly, it’s what the Halifax-based company is doing with that content that is driving value. With its stock making regular new highs since 2012, DHX Media has become a […]

Euro Pacific Canada’s Rob Goff reveals his top picks for 2014

telus headquarters

My 2014 Top Picks are TELUS and DHX Media. These Picks Reflect Bullish Views on Wireless and Content Plus Clear Record of Strong Execution and Shareholder Value Gains We believe valuations are relatively attractive and forecasts relatively conservative. We are prudently not relying on either a declining yield curve or narrowing spreads to drive ahead […]

DHX Media gets round of upgrades, more to come?

DHX Media today announced it would acquire Family, the most-viewed children's channel in Canada, as well as Disney XD, and the French and English versions of Disney Junior from Bell Media for approximately $170-million in cash.

After a Q1 in which it doubled its topline year-over-year, DHX Media (TSX:DHX) has been met by a round of Bay Street upgrades, but news today suggests we might not have seen the last of these re-ratings. Cormark today upgraded the stock from “Market Perform” to “Buy” following Scotia’s target price raise on Tuesday. Scotia […]

Ralph Garcea initiates coverage of DHX Media with a Strong Buy, $5 target

DHX Media owns more than 10,000 half hours of children’s entertainment content including brands such as Animal Mechanicals.

With new distribution channels emerging, DHX Media (TSX:DHX) is seeing a broad increase in licensing opportunities for its growing catalogue and its seasoned management team is uniquely qualified to monetize and grow the Halifax-based company’s already considerable assets, says Global Maxfin Capital analyst Ralph Garcea. In a research update to clients yesterday, Garcea initiated coverage […]

Disney, HBO or Netflix may take a run at DHX Media, says Bhangui

says he has a continuing upward bias towards DHX, particularly in light of the recent acquisition of Ragdoll Worldwide Ltd. from BBC Worldwide, which owned properties such as Teletubbies and In the Night Garden

DHX Media’s (TSX:DHX) growth isn’t slowing down any time soon, and that makes it an attractive acquisition target for Disney, for its Disney Channel, HBO or Netflix, says Byron Capital analyst Dev Bhangui. On Monday, Halifax-based DHX reported its fiscal 2013 results. The company earned $1.86-million on revenue of $97.26-million, which was up 34% over […]

DHX Media is still undervalued, says Jacob Securities

Hit properties such as Yo Gabba Gabba! drive merchandising and licensing revenue for DHX Media.

Jacob Securities analyst Sameet Kanade says DHX Media’s (TSX:DHX) integration of Cookie Jar Entertainment is going better than he expected. Yesterday, before market open, DHX reported its Q3, 2013 financial results. The company earned $906,000 on revenue of $31.23-million, which was up 88% from the $16.62-million topline the company posted in the third quarter of […]

DHX Media is a prime takeover target, says Jacob Securities

Jacob Securities analyst Sameet Kanade says that unlike most other genres, children's programming is resold and refreshed across multiple generations before becoming obsolete.

Halifax-based DHX Media (TSX:DHX) may soon go from hunter to hunted, says Jacob Securities analyst Sameet Kanade. Kanade says the DHX, which is now the largest supplier of children’s programming to Netflix, has transformed itself with the several recent acquisitions, including the pickup of privately held Cookie Jar Entertainment for $111 million. The analyst says […]

DHX Media to provide children’s programming to BlackBerry

DHX says it will provide 1000 episodes of programming to BlackBerry, including titles such as Inspector Gadget and Sonic the Hedgehog.

Halifax-based children’s programmer DHX Media (TSX:DHX) today announced content partnerships with BlackBerry, the CBC and Berkshire Axis Media Distribution. DHX says it will provide 1000 episodes of programming to BlackBerry, including titles such as Inspector Gadget and Sonic the Hedgehog. DHX Senior VP of Distribution said Josh Scherba, SVP of Distribution at DHX Media, says […]

Netflix-Disney deal bodes well for DHX Media, says Byron Capital

Byron Capital analyst Rob Goff says the Netflix Disney deal is the latest and largest example of a trend. Goff says over-the-top-providers such as Netflix Hulu, Amazon and Google are making deals that allows them to rapidly build their resources and subscriber bases.

On Tuesday, shares of Netflix were on fire, tacking on more than $10 to close at 86.64, after the company signed a reputed $300 million contract for exclusive access to new Disney movies. The deal, which will begin in 2016, will give Netflix subscribers access to Walt Disney Animation Studios, Pixar Animation Studios, Marvel Studios […]