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Media & Print  // Browsing posts in Media & Print

Netflix Idea Proposal (NFLX)

Netflix Idea Proposal (NFLX)

Will Netflix’s price increase open the door for a growing set of competitors to steal subscribers? Report Available: January 18, 2018   Blueshift’s initial research found NFLX thriving with millions of new subscribers, but numerous competitive threats looming. NFLX is raising prices for its standard and premium packages. DIS’s purchase of FOXA gives the company the […]

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Oct 20 2017 Media & Print, Services

Nielsen Can Rest Easy on the Throne As the King of TV Ratings (NLSN)

Research Question: Is there a credible threat to Nielsen’s stranglehold on the TV ad buying process? Companies: ADBE, AMZN, CBS, CHTR, CMCSA, CRM, DIS, DISH, FB, FOX, GOOG/GOOGL, NFLX, NLSN, ORCL, ROKU, SCOR, T, TWX, VIA/VIAB, VZ By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nielsen N.V. (NLSN) is as […]

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Nielsen Idea Proposal (NLSN)

Nielsen Idea Proposal (NLSN)

Is there a credible threat to Nielsen’s stranglehold on the TV ad buying process?   Report Available: October 19, 2017   Blueshift’s initial research found growing unhappiness with NLSN as the sole provider of TV ratings, yet little traction for any alternatives. SCOR’s cross-platform measurement concept holds some appeal, while major broadcasters continue their search […]

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Netflix Idea Proposal (NFLX, DIS, AMZN)

Netflix Idea Proposal (NFLX, DIS, AMZN)

Does Disney’s departure portend trouble for Netflix?   Report Available: October 12, 2017   Blueshift’s initial research found NFLX thriving with millions of new subscribers, but numerous competitive threats looming. DIS is starting its own streaming services and pulling some premium content from NFLX’s platform. The competition among streaming services like Hulu and HBO Now, […]

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ComScore Has an Opening, But Toppling Nielsen Will Be Tough (NLSN, SCOR)

Research Question: Will ComScore’s cross-platform measurement technology lead it to revenue growth and challenge Nielsen? Companies: ADBE, ASX:FOX/FOX, CHTR, CMCSA, DISH, FB, GOOG/GOOGL, NFLX, NLSN, OMC, ORCL, SCOR, T, TWX, VIA/VIAB, VZ, WPPGY Click here to download report (.pdf) By: Seth Agulnick   Summary of Findings Neither ComScore (SCOR) nor Nielsen N.V. (NLSN) has hit on […]

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comScore Idea Proposal (SCOR, NLSN)

comScore Idea Proposal (SCOR, NLSN)

Will comScore’s cross-platform measurement technology challenge Nielsen and lead the company to revenue growth? Report Available: May 19, 2017   Blueshift’s initial research found SCOR scrambling to deal with internal accounting issues that have temporarily halted trading of the company’s shares. At the same time, SCOR is facing off against NLSN and others as demand […]

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comScore Idea Proposal (SCOR)

comScore Idea Proposal (SCOR)

Will comScore’s digital ad measurement business boost the company’s fortunes in 2017? Report Available:May 11, 2017   Blueshift’s initial research found SCOR scrambling to deal with internal accounting issues that have temporarily halted trading of the company’s shares. At the same time, SCOR is facing off against NLSN and others as demand grows for measuring […]

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QVC Buoyed by Loyal Customers But Faces Worrisome Trends (QVCA)

Research Question: Will Liberty Interactive’s QVC return to revenue growth in the fourth quarter and beyond? Companies: AMZN, EBAY, ETSY, HSNI, KSS, M, QVCA, TGT, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Liberty Interactive Corp.’s QVC Group (QVCA) has a loyal customer base and a track record of […]

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Twitter’s Live Video Strategy Has Promise But Faces Big Hurdles (TWTR)

Research Question: Will live video save Twitter? Companies: AAPL, AMZN, FB, GOOG/GOOG, TWTR, VZ, YHOO By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Twitter Inc.’s (TWTR) foray into streaming live sports has some short-term potential to attract new users and advertising revenue, but the company faces many hurdles in fundamentally reversing […]

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Ad Tech Vendors, Publishers Most At Risk As Ad Blocking Builds

Research Question: Who will be the winners and losers as ad-blocking software moves to mobile? Companies: AAPL, CRTO, FB, GOOG/GOOGL, MSFT, NWS/NWSA, NYT, RUBI, S, T, TMUS, TRIP, TUBE, TWTR, VZ, YELP, YHOO By: Seth Agulnick Click here to download report .pdf   Summary of Findings The rise of mobile ad-blocking technology is causing significant pain […]

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