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Media & Print  // Browsing posts in Media & Print

Spotify Idea Proposal (SPOT)

Spotify Idea Proposal (SPOT)

Is Spotify the next Netflix or the next Pandora? Report Available: July 24, 2018   Blueshift’s initial research found strong revenue and subscriber growth in SPOT’s first earnings report as a public company but also some question marks around profitability and revenue per user. SPOT’s success and growing influence in the music industry has led […]

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Facebook Idea Proposal (FB)

Facebook Idea Proposal (FB)

Were advertisers spooked enough by the data privacy and other scandals swirling around Facebook to hurt its top line in Q2? Report Available: July 13, 2018   Blueshift’s initial research found FB’s stellar Q1 results quelling many fears about a series of recent controversies. However, the Cambridge Analytica scandal over data privacy first became public […]

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Facebook Idea Proposal (FB)

Facebook Idea Proposal (FB)

Is Facebook’s ad revenue growth threatened by the data privacy and fake news scandals engulfing the platform? Report Available: April 24, 2018   Blueshift’s initial research found FB embroiled in scandal around how well it protects user data and how some groups have used the platform to spread erroneous information. The controversies had not yet hit […]

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Update: Nielsen’s Measurement of Netflix Audiences Not Delivering the Big Picture (NLSN)

Research Question: Is Nielsen’s system for measuring Netflix audiences giving the firm a new competitive advantage? Companies: CMCSA, DIS, FOX, NFLX, NLSN, SCOR By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nielsen Holdings plc’s (NLSN) latest attempt at measuring Netflix Inc. (NFLX) audiences is a largely insignificant step forward. Content […]

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Report Update: Netflix Delivers Blow to Fox with Murphy Deal, But Is It Spending Recklessly? (NFLX)

Research Question: What does Netflix’s deal with Ryan Murphy signal about the competition for original content with Disney, Fox and others? Companies: AAPL, AMZN, CBS, CMCSA, DIS, DISH, FOX, NFLX, TWX, TYO:6758 By Seth Agulnick Click here to download report (.pdf)   Summary of Findings Netflix Inc.’s (NFLX) deal with TV show creator Ryan Murphy […]

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Neither Price Hikes Nor Competitors Will Slow Netflix This Year (NFLX)

Research Question: Will Netflix’s price increase open the door for a growing set of competitors to steal subscribers? Companies: AAPL, AMZN, CBS, CHTR, CMCSA, DIS, DISH, ERIC, FB, FOX, GOOG/GOOGL, LON:SKY, NFLX, RLJE, ROKU, T, TMUS, TWX, VZ By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Netflix Inc.’s (NFLX) recent […]

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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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