投资建议 - 券商Needham建议公司关闭ABC电视网而非出售 将内容转移至流媒体平台以降低监管风险并释放更高估值 [1] - 联邦通信委员会FCC的干预使得持有广播执照对股东而言成本过高且波动性过大 [1][6] 监管与运营事件 - 公司上周决定停播Jimmy Kimmel的节目 该事件引发了关于美国言论自由的辩论 [2] - 停播决定是在FCC主席Brendan Carr威胁调查Kimmel关于Charlie Kirk的评论后做出的 [3][4] - 联邦法律禁止FCC因负面报道或政府不喜欢的言论而吊销广播公司执照 [3] - 公司于周一宣布该喜剧演员重返深夜电视节目 [3] 业务表现与战略价值 - ABC电视网对于公司的受众覆盖和体育版权谈判至关重要 尽管流媒体业务在增长 [6] - 该业务近年来业绩下滑 反映出随着观众向流媒体转移的行业趋势 [6]

Nexstar Media said on Tuesday it will not resume airing "Jimmy Kimmel Live!†on its ABC affiliates and will instead run other programming, after ABC parent Walt Disney announced on Monday that it will... ...

IRVING, Texas--(BUSINESS WIRE)--Nexstar Media Group, Inc. (NASDAQ: NXST), today announced that the company's owned and partner television stations affiliated with the ABC Television Network will continue to preempt "Jimmy Kimmel Live!†We made a decision last week to preempt "Jimmy Kimmel Live! †following what ABC referred to as Mr. Kimmel's "ill-timed and insensitive†comments at a critical time in our national discourse. We stand by that decision pending assurance that all parties are committ. ...

Nexstar Media Group, one of the nation's largest local TV station owners, said it will continue to preempt "Jimmy Kimmel Live!" ahead of the show's return. "We made a decision last week to preempt 'Jimmy Kimmel Live!' following what ABC referred to as Mr. Kimmel's 'ill-timed and insensitive' comments at a critical time in our national discourse," Nexstar said in a statement Tuesday. "We stand by that decision pending assurance that all parties are committed to fostering an environment of respectful, constr ...

Nexstar said that it will continue to preempt Jimmy Kimmel Live!, meaning that the late-night host’s return on Tuesday night won’t have carriage in nearly a quarter of ABC‘s affiliate reach. In a statement, Nexstar said, “We made a decision last week to preempt Jimmy Kimmel Live! following what ABC referred to as Mr. Kimmel’s ‘ill-timed and insensitive’ comments at a critical time in our national discourse. We stand by that decision pending assurance that all parties are committed to fostering an environme ...

ABC suspended the show "indefinitely†last week after comments the late-night host made about the fatal shooting of Charlie Kirk. ...

节目复播决定 - 华特迪士尼公司宣布吉米·金梅尔节目将于周二在ABC复播 但辛克莱广播集团旗下附属台不会转播该节目[1] - 公司表示经过与金梅尔"深思熟虑的对话"后作出复播决定 此前停播是为"避免在情绪化时刻进一步激化紧张局势"[2] - 复播消息使迪士尼股价在盘后交易中短暂上涨近1美元 但过去五个交易日仍累计下跌2.6%[5] 附属台转播情况 - 辛克莱广播集团宣布将在其39个ABC附属台预占金梅尔节目时段 改播新闻节目 称"正在与ABC持续讨论节目可能回归"[3] - 辛克莱此前要求金梅尔向柯克家族道歉并做出"有意义的个人捐赠" 另一广播公司Nexstar尚未对节目回归置评[3] 事件背景与各方反应 - 金梅尔在独白中批评MAGA团体试图将谋杀保守派活动家查理·柯克的凶手"描述成非他们阵营的人" 并调侃特朗普对谋杀事件的回应方式[4] - 事件引发前总统奥巴马、好莱坞明星及前迪士尼CEO迈克尔·艾斯纳等公众人物强烈关注 艾斯纳发推质疑"领导力都去哪了"[2] - 据报道金梅尔与迪士尼的会谈陷入僵局 主持人拒绝为其独白道歉 认为自己的言论被"严重曲解"[2] 监管环境与行业动态 - FCC主席布伦丹·卡尔曾向右翼播客主表示可能对节目采取行动 称"可以有简单或困难的处理方式"[7] - Nexstar需要FCC批准其62亿美元收购TEGNA广播公司的交易 卡尔称赞该公司"做了正确的事"[7] - 今夏FCC批准了派拉蒙与Skydance的合并 此前CBS解决了与特朗普的1600万美元诉讼 Skydance承诺移除业务中的DEI考量[7]

Proponents of a boycott of the Walt Disney Co. over its decision to pull Jimmy Kimmel's show last week after pressure from the White House took a victory lap on Monday after the company decided to return the late-night host to the air. ...

Sinclair, which owns ABC affiliate stations, said it will not air Jimmy Kimmel's show after Disney announced on Monday that it would return Tuesday night. "Beginning Tuesday night, Sinclair will be preempting 'Jimmy Kimmel Live!' across our ABC affiliate stations and replacing it with news programming. Discussions with ABC are ongoing as we evaluate the show's potential return," the company said in a statement posted to X Monday.This story is breaking. Check back for updates. ...

节目停播与复播 - 公司因认为节目内容过于激烈而将节目停播 [1] - 公司认为主持人的言论不合时宜且不敏感 [1] - 部分电视台所有者要求一个冷静期 公司据此在周二安排节目复播 [1] 高层沟通与未来安排 - 公司CEO和电视业务负责人与主持人就未来安排进行了最高级别的直接沟通 [3] - 节目复播后主持人的具体言论内容尚未确定 [3] - 部分电视台所有者呼吁主持人向相关家庭道歉并进行捐款 [3] 深夜脱口秀行业挑战 - 深夜喜剧节目形式面临挑战 另一档知名节目也将在明年停播 [4] - 此类节目正在失去以往的观众群 并且运营成本非常高昂 [4][5] - 节目本身处于亏损状态 [5][7] 节目未来与替代方案 - 主持人合约在年底到期 其回归可能只是临时性的 [4] - 公司可能不会用另一位深夜脱口秀主持人来替代 而是完全放弃传统深夜节目形式 [6] - 尽管知名节目能带来名人效应 但社交媒体提供了更具成本效益的替代方案 [7][8] - 公司尚未对节目做出最终决定 但该节目对主持人而言显然不是长期选择 [8]