“We think TWX has two divisions which are poised to execute better than Wall Street expects, Turner and Warner Brothers. We also like HBO. Lastly, Warner’s Movie Catalogue is a hidden asset on the Time Warner Balance sheet in our view,” analyst Rich Tullo wrote in a note.
Tullo expects Time Warner revenue to be more than $28 billion in 2016, and operating income at $6.9 billion. The analyst noted that the company added about $2.8 billion to the top line in the four-year period (from 2012–2016) and added about $1.4 billion to operating income.”
Ten X Research 