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Media & Print  // Browsing posts in Media & Print

Oct 08 2013 Media & Print, Technology

2013 Ad Spending Meets Expectations, 2014 to Post Slight Improvement

Research Question: Has traditional advertising agencies’ interest in Facebook and YouTube grown as of the end of the first quarter? By: Rachel Dangermond Companies: AMZN, AOL, BLC, CBS, CMCSA, DIS, DISCA, DISH, DTV, FB, GCI, GOOG, JRN, LAMR, LNKD, MNI, MSFT, NFLX, NLSN, NWS, NYT, P, RENT, SBGI, SNI, SSP, TWX, VCI, VIA, YHOO Click here to download the […]

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Netflix Whisper

Netflix Whisper

Research Question: Is Netflix successfully expanding its demographic and mobile penetration as a path to future per person subscriptions? Companies Covered: Netflix (NFLX) Report Available: October 11, 2013   Blueshift’s current research shows NFLX with growth opportunities in lower-income homes and on mobile devices, while also beginning a path toward per person subscriptions, though none […]

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Rovi Safe in Near-Term IP Licensing But Lags in Tech Innovation

Research Question: Will Rovi’s base TV guide licensing be at risk when long-term contracts come up for renewal with MSOs in 2015 and 2016? By: Seth Agulnick Companies: AMZN, ARRS, CHTR, CMCSA, CVC, DISH, DTV, GOOG, NFLX, ROVI, SATS, TWC, YHOO Click here to download the report (.pdf)   Summary of Findings Large MSOs such as Comcast […]

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Sep 13 2013 Media & Print, Services

IMAX Worth the Premium Price, Moves Ahead with Expansion

Research Question: Will soaring ticket prices derail IMAX’s expansion plans? By: Chris Jenks Companies: CKEC, CNK, DLB, RGC, RLD, TSE:IMX/IMAX Click here to download the report (.pdf)   Summary of Findings All 15 sources in the U.S. and China said IMAX Corp. (TSE:IMX/IMAX) has successfully branded itself as a movie experience that is worth the premium ticket […]

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Aug 29 2013 Media & Print, Services

Meredith Relatively Strong in Print, on Par with Industry in TV

Research Question: Will Meredith cut back on its print runs? How heavily will reverse compensation fees eat into TV retransmission revenues for Meredith and others? By: Reverdy Johnson Companies: CBS, CMCSA, DIS, DISH, DTV, GCI, MDP, SBGI, TWC, TWX Click here to download the report (.pdf)   Summary of Findings Ten of 10 print sources said Meredith […]

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IMAX Whisper

IMAX Whisper

Research Question: Will soaring ticket prices derail IMAX’s expansion plans? Companies Covered: IMAX (IMAX) Report Available: September 13, 2013   Blueshift’s initial research shows IMAX pursuing growth through theater expansion, with questions as to whether this expansion program can remain effective as margins thin, alternative viewing options increase, and ticket prices begin to deter consumers. […]

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Meredith Whisper

Meredith Whisper

Research Question: Will Meredith cut back on its print runs? How heavily will reverse compensation fees eat into TV retransmission revenues? Companies Covered: Meredith (MDP) Report Available: August 29, 201   Blueshift’s initial research shows strong advertising growth for MDP through new acquisitions coupled with a new revenue stream for the company, but questions persist as […]

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National Advertisers Drag on Local Markets, Drive Up Digital

Research Question: Has local advertising improved from its sluggish start to 2013? Has digital advertising maintained its growth momentum? By: Rachel Dangermond Companies: AOL, AAPL, BLC, CBS, FB, GCI, GOOG, LAMR, LNKD, MSFT, P, SBGI, SCOR, YELP, YHOO Click here to download the report (.pdf)   Summary of Findings Digital advertising spending is up year to year. Online […]

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Jun 18 2013 Media & Print, Services

Upfront Advertisers Bank on Scatter Market

Research Question: Will the 2013/14 Upfront mirror previous years with networks garnering high single digit rate (CPM) increases? By: Rachel Dangermond Companies: CBS, CMCSA, DIS, DISCA, NWS, SNI, TWX, VIA Click here to download the report (.pdf)   Summary of Findings In previous Blueshift Upfront notes (5/21, 6/3, 6/7), Upfront spending was coming in weaker than expected due […]

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Jun 07 2013 Media & Print, Services

After Fox and Viacom Deals, Market Slows

Research Question: Will lower total dollars for Upfront push CPM rates lower? By: Rachel Dangermond Companies: CBS, CMCSA, DIS, DISCA, NWS, TWX, VIA Click here to download the report (.pdf)   Summary of Findings The Upfront market has stalled with the top agencies as the gulf between what buyers are willing to pay and what sellers want is […]

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