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DIS  // Posts tagged as "DIS"

Mar 02 2015 Media & Print, Services

TV Advertising Spending Continues to Be Lackluster

Research Question: Is TV advertising continuing to weaken as digital grows? Companies: AAPL, CBS, DIS, DISCA, GCI, IHRT, NWS, P, SBGI, SNI, SSP, TWX, VIA By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings Overall dollars in the national TV network market continue to be down because less was spent in the […]

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Jan 15 2015 Media & Print, Services

TV Advertising Taking All the Punches Right Now

Research Question: Is weaker advertising spending a secular or cyclical trend? Companies: AMCX, AMZN, AOL, CBS, CCO, CMCSA, DIS, DISCA, EPA:DEC, FB, GCI, GOOG/GOOGL, IHRT, LAMR, MSFT, NFLX, NLSN, NWS, P, SBGI, SNI, SSP, TWTR, TWX, VIA/VIAB, YHOO, YUME By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings Advertiser spending on digital […]

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Jan 09 2015 Services, Travel & Leisure

Bookings, Fares Swell for 2015 Wave Season Year to Year

Research Question: Is the 2015 wave season shaping up to be better than a year ago for Royal Caribbean, Carnival and Norwegian? Companies: CCL/CUK, CTRP, DIS, HKG:0678, NCLH, RCL, TYO:9101 By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings The 2015 wave season overall is expected to improve year to year in […]

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Dec 08 2014 Media & Print, Services

Ho-Hum Holidays for TV Advertising

Research Question: Has spending picked up in the fourth-quarter TV scatter market? Companies: CBS, CMCSA, DIS, DISCA, GCI, NWS, SBGI, SNI, SSP, TWX, VIA Click here to download the report (.pdf)   Summary of Findings The fourth quarter began with political spending buoying certain markets in which races were tight or issue advertising was heated. However, […]

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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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