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Media & Print  // Browsing posts in Media & Print

Pay-TV Providers Embracing OTT and Turning Focus to Internet

Research Question: Can MSOs avoid subscription losses amid rapid changes in TV viewing and Internet habits? Companies: AAPL, AMCX, AMZN, CBS, CMCSA, CVC, DIS, DISH, DTV, GOOG, LBTYA, LON:BSY/BSYBY, LON:BT.A/BT, LON:TALK, MSFT, NFLX, NLSN, NWS, OUTR, SATS, STRZA, T, TWC, TWTR, TWX, TYO:6758/SNE, VIA, VZ By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings […]

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Dec 16 2013 Media & Print, Services

Scatter Market Sputters in 4Q13; 2014 Shows Slight Growth

Research Question: Has spending in the scatter advertising market slowed? Companies: AOL, BLC, CBS, CMCSA, DIS, DISCA, FB, GCI, GOOG, LAMR, MSFT, NWS, P, SBGI, SNI, SSP, TWTR, TWX, VCI, VIA, YHOO By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings Network TV/cable scatter spending slowed to a halt in October and has remained […]

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OTT Whisper

OTT Whisper

Research Question: Can MSOs stave off the growing population of cord-cutters amid rapid increases in high-speed Internet adoption? Companies Covered: Apple (AAPL), Amazon (AMZN), AT&T (T), CBS Corp (CBS), Comcast (CMCSA), Coinstar (CSTR), Cablevision Systems Corp (CVC), Netflix (NFLX), Time Warner Cable (TWC), Time Warner Inc (TWX), Verizon (VZ), Viacom (VIA) Report Available: December 18, 2013   Blueshift’s initial research […]

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Pandora Positioned to Slowly Capture Local Ad Dollars

Research Question: Is Pandora about to see a spike in local advertising revenue, or will it be a slow climb? Companies: AAPL, CBS, CCMO, CMLS, ETM, GOOG, P, SIRI, TWX, TYO:6758/SNE By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Pandora Media Inc. (P) is in great position to steal local ad dollars […]

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Netflix Has Room to Grow in Low-Income Homes But New Fees Unlikely

Research Question: Can Netflix increase revenues through better demographic and mobile penetration and by charging extra for individual profiles? By: Seth Agulnick Companies: AAPL, AMZN, CMCSA, CVC, DIS, DISH, DTV, GOOG, LBTYA, LON:BSY/BSYBY, LON:BT.A/BT, NFLX,  NLSN, OUTR, STRZA, T, TWX, VIA, VZ Click here to download the report (.pdf)   Summary of Findings Sources expressed little support for individual […]

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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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