Starz Entertainment: Price Increases, Sub Growth, And Distribution Deals

Gary Alexander 34.49K Followers Follow Summary Starz Entertainment has delivered over 100% YTD gains, underpinned by improving fundamentals and a still-attractive valuation. I remain bullish on STRZ, reiterating my buy rating as the company raises full-year earnings guidance and commits to deleveraging its balance sheet. Potential buyout interest, notably from Byron Allen, highlights STRZ's undervaluation and serves as a catalyst for further upside. STRZ's focus on ARPU expansion, strategic exits, and OTT revenue growth strengthens its distribution economics and long-term investment case. JHVEPhoto/iStock Editorial via Getty Images With the stock market suddenly shaking off the bullish fervor that drove the S&P 500 to record gains in the mid-summer, I think the most important move that investors can make right now is to This article was written by Gary Alexander 34.49K Followers Follow With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has been quoted in many web publications and his articles are syndicated to company pages in popular trading apps like Robinhood. Analyst’s Disclosure: I/we have a beneficial long position in the shares of STRZ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.