Wednesday, February 07, 2007

Headlines For Dummies

So, what does the headline say: News Corp. quarterly profit declined 24%

Lefties rejoice? After all, this comes on the heels of the NYT earnings debacle, where their Boston Globe property value was slashed and the company lost $648 million for the fourth quarter.

Not so fast.

If you read further, you'll see that the quarterly profit declined only if you take into account a one-time sale that garnered a $381 million profit for News Corp. Without counting that sale, the earnings would have risen by 17%, thought the television unit still took a hit as a result of a failed launch of a mini network:
News Corp. earned $822 million in its fiscal second quarter ended Dec. 31, down from $1.08 billion in the same period a year ago, when it recorded a $381 million gain from the sale of an educational publishing unit.

Excluding the gain, the year-ago earnings would have been $694 million. On that basis, earnings from continuing operations rose 18% in the latest quarter compared with a year ago.

Revenues rose 18% to $7.84 billion in the latest quarter.

The earnings were equivalent to 27 cents per share of the company's Class A non-voting stock, versus the 25 cents per share that analysts polled by Thomson Financial had been expecting. Net earnings in the year-ago period were 35 cents per share, or 22 cents without the one-time gain.

Earnings from its movie studio jumped 57% to $470 million on a strong slate including ''Borat: Cultural Learnings of America for Make Benefit Glorious Nation of Kazakhstan'' as well a strong international earnings from ''The Devil Wears Prada.''

Television earnings stumbled, falling 39% to $112 million on lower earnings from the Fox broadcast network and losses related to the launch of MyNetworkTV, a mini-network on Fox stations.
This is yet another example of making sure to read past the headlines on stories relating to company financials.

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