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DIS  // Posts tagged as "DIS"

Nov 20 2014 Media & Print, Services

Cord Cutting Will Continue its Plodding Pace in 2015

Research Question: Will 2015 be the year cord cutting reaches critical mass? Companies: AAPL, AMCX, AMZN, CBS, CMCSA, CVC, DIS, DISH, DTV, GOOG, BSYBY, BT, MSFT, NFLX, OUTR, T, TWC, TWTR, TWX, TYO:6758, VIA, VZ By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings There will be no surge of pay-TV customers canceling […]

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November 2014 Trends Tracker

Trends Tracker Companies covered: AAPL, AMD, AMZN, ANGI, BABA, BBRY, CBS, CMCSA, CMG, DIS, DISH, DOW, EBAY, EIX, FB, GOOG/GOOGL, HAR, ISRG, KR, KRX:005930, LNKD, MON, MSFT, NFLX, NRG, NVDA, S, SABR, SFM, SIRI, SWY, T, TMUS, TWTR, TWX, TYO:6758, TYO:7974, VZ, WFM, WMT, YELP Click here to download the report (.pdf)   Introduction Welcome to […]

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Pandora Grows Through Partnerships and New Products

Research Question: Are Pandora’s new stores driving all of the company’s growth? Companies: DIS, CPH:PNDORA, SIG, TIF By: Susan Jennings Kantari Click here to download the report (.pdf)   Summary of Findings Pandora A/S’ (CPH:PNDORA) sales growth was evident among established retailers for the brand. It has shown its ability to stay on trend, and will benefit […]

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OTT Whisper

OTT Whisper

Research Question: Will 2015 be the year cord cutting reaches a critical mass? Companies Covered: AAPL, AMCX, AMZN, CBS, CMCSA, CVC, DIS, DISH, DTV, GOOG, LBTYA, LON:BSYBSYBY, LON:BT.A/BT, LON:TALK, MSFT, NFLX, NLSN, NWS, OUTR, SATS, STRZA, T, TWC, TWTR, TWX, TYO:6758/SNE, VIA, VZ Report Available: November 20, 2014   Blueshift’s initial research shows cord cutting growing as more streaming […]

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Oct 14 2014 Media & Print, Services

2015 Traditional Advertising Budgets Depart to Digital

Research Question: Will digital advertising continue to grow at the expense of television? Companies: AAPL, AMZN, AOL, CBS, CCO, CMCSA, DIS, DISCA, FB, GCI, GOOG/GOOGL, LAMR, MSFT, NLSN, NWS, P, SBGI, SCOR, SNI, SSP, TRBAA, TWTR, TWX, VIA/VIAB, YHOO, YUME By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings Digital media buyers […]

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Pandora Whisper

Pandora Whisper

Research Question: Are Pandora Jewelry’s new stores driving all of the company’s growth? Companies Covered: Pandora A/S (PNDORA), Disney (DIS), Signet (SIG), Tiffany & Co (TIF) Report Available: Nov. 5, 2014   Blueshift’s initial research shows PNDORA exceeding growth and profit expectations in recent quarters due to its refocusing on non-luxury jewelry, however PNDORA’s performance […]

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Sep 17 2014 Media & Print, Services

Spot TV Given a Boost by Political Spending

Research Question: Has television advertising spending grown in the third quarter year to year? Companies: CBS, CMCSA, DIS, DISCA, GCI, NWS, SBGI, SNI, SSP, TWX, VIA By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings Political spending, particularly in heated races, has been better than expected in the third quarter for the […]

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Sep 16 2014 Services, Travel & Leisure

Carnival Regains Share, 2015 Wave Season Looks Strong

Research Question: What is the outlook for 2015 wave season bookings? Companies: CCL/CUK, DIS, HKG:0678, NCLH, RCL, TYO:9101 By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Cruise lines are expected to see increased bookings and regain pricing power for the 2015 wave season year to year. Carnival Corp./plc (CCL/CUK) has reclaimed […]

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Cruise Whisper

Cruise Whisper

Research Question: Are bookings and pricing allowing cruise lines to maintain or even increase their current rate of growth? Companies Covered: Carnival (CCL), Disney (DIS), Norwegian (NCLH), Royal Caribbean (RCL) Report Available: Sept. 16, 2014   Blueshift’s initial research shows the cruise industry experiencing solid growth as the Chinese market begins adding millions of cruisers […]

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Flight to Digital Continues

Research Question: Has the advertising shift to digital media observed by Blueshift Research continued in the second quarter and the second half of this year? Companies: AMZN, AOL, CBS, CCO, CMCSA, DIS, DISCA, FB, GCI, GOOG/GOOGL, LAMR, MSFT, NFLX, NLSN, NWS, P, RENT, SBGI, SNI, SSP, TWTR, TWX, VCI, VIA, YHOO By: Rachel Dangermond Click here to download the […]

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