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$ADS 2Q15 Call: Epsilon's revenue and adjusted EBITDA increased 39% and 66%, respectively vs. 2Q14. Card Services revenue increased 27%, resulting adjusted EBITDA growth of 20%, 14th consequetive quarter of double-digit revenue growth. Provision for loan losses grew 61%, primarily due to substantital growth in card receivables.
$KMB down close to 4% after it misses on earnings and revenue. Forecasts are lower for the year.
It is official, with $T buying $TWX, it looks like distributors want to own the content production too. Expect some good competition between Netflix ($NFLX), AT&T, Comcast ($CMCSA) and others. However, will this be good for the consumers will not be decided soon.
$NFLX a monster move, going up. Expect making some money on Monday.