Last week Evertz announced its earnings result for the first quarter of its 2021 fiscal year, which covers the three-month period ending July 31, 2020. The results are a telling data point about...
Read MoreThe 2020 Big Broadcast Survey Reports are now available. 2020 is the 12th consecutive year Devoncroft Partners has conducted the Big Broadcast Survey (BBS), the largest annual demand-side study of...
Read MoreSix months into the pandemic, broadcaster ad revenues are down, cord-cutting is up, and that a lack of live sports has seriously impacted the market. There’s little doubt that media company...
Read MoreUpdated July 8, 2020 On July 2, 2020, Belden announced that it had completed the previously announced divestiture of Grass Valley The acquirer is Black Dragon Capital, a Florida-based private equity...
Read MoreNote: This is a developing story. We are revising our analysis based on the most recent information received. We will publish another post with our full analysis. Please check back for latest...
Read More245 days have passed since Belden announced its intention to divest Grass Valley and 149 days have passed since the announcement of the sale of Grass Valley to Black Dragon Capital. That’s a...
Read MoreThis is a re-post of our earlier, fascinating discussion with Jeff Rosica CEO of Avid (which was mistakenly removed from our blog). The discussion (recorded on May 14th) covered the longer-term...
Read MoreFor the latest Devoncroft podcast, we speak with EVS CEO Serge Van Herck. We discuss several topics, including: EVS’s new corporate strategy (“PlayForward”) The commercial rationale...
Read MoreEVS announced the acquisition of Axon, a media networking infrastructure provider based in the Netherlands. This is – by orders of magnitude – the largest acquisition EVS has made in its...
Read MoreWe recorded this podcast with Tim Shoulders, President Grass Valley, earlier this month (April 10th). As the CEO of one of the largest technology suppliers in the sector, Shoulders offers a candid...
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