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FORUM TRANSCRIPT

Broadcast TV Station Update – Gray, Tegna, Nexstar & Sinclair – 18 June 2021 (Former SVP & Chief Revenue Officer at Meredith Corp)

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  • TMT
  • Global
PREMIUM

Specialist

Former SVP & Chief Revenue Officer at Meredith Corp

Agenda

  • Operating environment for Gray (NYSE: GTN), Tegna (NYSE: TGNA), Sinclair (NASDAQ: SBGI) and Nexstar (NASDAQ: NXST) – 1-2-year affiliate and advertising expectations and viewership sustainability, particularly in subsequent political cycles
  • Comparison and competitive dynamics among the big four affiliates – NBC, CBS, ABC and Fox (NASDAQ: FOX)
  • Importance of ATSC (Advanced Television Systems Committee) 3.0 – incremental revenue opportunities
  • Outlook for H2 2021 and beyond – strategic investment focus areas and industry winners and losers

Questions

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