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16 results for “local news”
It used to be that one analyst or two analysts could cover REITs. The four major food groups covered two thirds of the space, and they were correlated, and there was no secular. Today, that's not the case. Whatever you know about office is completely
29:54 / 31:03
from transcript29:54 – 31:03
...local markets, you need people on the ground to do these things. A lot of these functions can't be centralized. Bring it all together, you have an EBIT margin in the mid to high twenties in some years. And then in terms of EBITDA margins, we're talki
28:31 / 29:36
from transcript28:31 – 29:36
in areas like relationship management, we think those are the kinds of common capabilities that we can build to provide center led support for our investors as opposed to insisting from the top down that everyone must adopt. What's the output deliver
56:16 / 57:17
from transcript56:16 – 57:17
are administering that accountability by first checking internally and working with colleagues to make the best possible decision. It's in the form of reports. We do have the technology system where folks can go in and do searches of in particular se
56:57 / 58:03
from transcript56:57 – 58:03
And they would pull up on their computer the exact analysis we had talked about that we were building. And the reason was that RCP had been collecting this data for twenty years. And so all the data that we were trying to collect at Atlas and we were
23:19 / 24:20
from transcript23:19 – 24:20
...local market stations like Nexstar will use third party companies, third party services to outsource the selling of the national, but it's still a part of the business, but it's not growing that quickly. Built into the advertising mix, built into the
26:18 / 27:19
from transcript26:18 – 27:19
For us, it was a way of keeping track of managers, to keeping track of data as well, track record data, historical and current, as well as keeping track of what I'll call more qualitative market intelligence about their strategy, about their team, ab
8:13 / 9:20
from transcript8:13 – 9:20
tell us, you know, one of the the big pieces that came out was, when Mark wrote Software is Eating the World, and how that came about was very interesting because it was a really busy time for us. It was like, what, 2011? So it was very I think we ha
27:45 / 28:53
from transcript27:45 – 28:53
sort of challenge for businesses but and a very frustrating experience having gone through that kind of pre budget process where if I'm honest the the speculation got a little bit out of hand and I don't think they managed the communications around i
12:32 / 14:12
from transcript12:32 – 14:12
issues, really. Have I explained that correctly, or do you want to explain exactly what it is? Yeah. Yeah. So so we're we're kicking off with sort of four core areas as as a starting point. I'll walk through each of them. The the first report that we
13:14 / 14:37
from transcript13:14 – 14:37
hire. It was, like, those kind of, like, doers on the growth marketing team. It's not a traditional function, I think, but to this day, it's it's very, very impactful. I also brought design completely in house. So there was, like, a lot of contractor
12:46 / 13:46
from transcript12:46 – 13:46
regional and to sales, and it's not that domain specific. And everything is, like, domain specific reports to me. So it's a very untraditional structure, which, again, marketing is so diverse. I have to say, somebody who would not come from marketing
13:22 / 14:32
from transcript13:22 – 14:32
stability. It does not typically feel like it when I read the headlines that this is a stable relationship for various reasons, particularly the headlines that come out of the Trump administration, which strike me as volatile. Setting aside what you
9:29 / 10:53
from transcript9:29 – 10:53
...had these local, newspaper powerhouses where everybody had a subscription and everybody bought ads in the newspaper. And so they really just had a regional monopoly, and they could really, they they could they could really look into these things like
54:46 / 55:52
from transcript54:46 – 55:52
And the reason for that is we wanna get at least one pay period in the report. Okay. So they submit that that that data continues to be collected through almost the end of the month. Not quite, but almost the end of the month. It goes from regional o
7:29 / 8:39
from transcript7:29 – 8:39
Compute remains a strategic bottleneck and, therefore, a value capture layer. Perhaps the most underdiscussed theme is electricity and physical infrastructure. AI workloads are materially increasing power density per rack. This drives demand across p
2:52 / 4:03
from transcript2:52 – 4:03
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