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DIS  // Posts tagged as "DIS"

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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Upfront Rates Up But Advertising Dollars Down

Research Question: Do upfront prices reflect the softer scatter advertising market? Companies: AOL, CBS, DIS, DISCA, FB, GOOG/GOOGL, NFLX, NWS, SNI, TWX, TWTR, VIA By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings The 2014–2015 upfront advertising market is finishing as slowly as it began. Broadcast dollars are expected to be down on […]

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May 13 2014 Services, Travel & Leisure

Travel Agents Helpful But Not Main Method for Booking Cruises

Research Question: Will cruise lines need to continue relying on discounts and decreased pricing to drive bookings for the rest of 2014? Companies: APO, CCL, DIS, HKG:0678, NCLH, RCL By: Mason Rudy Click here to download the report (.pdf)   Summary of Findings Travel agents do not stand out as any more influential to cruise travelers compared […]

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Apr 24 2014 Services, Travel & Leisure

Cruise Lines Gaining Back Pricing Power; River Cruises all the Rage

Research Question: Will cruise lines need to rely on continued discounts and decreased pricing to drive bookings for the rest of 2014? Companies: CCL, DIS, HKG:0678, NCLH, RCL By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Fourteen of 16 travel agent sources noted increased bookings in 1Q14 compared to 1Q13. Pricing is […]

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Apr 15 2014 Media & Print, Services

Advertisers Increase Their Focus on Digital

Research Question: Was the anemic advertising spending at the middle of the first quarter a harbinger of 2014 growth? Companies: AAPL, AMCX, AMZN, AOL, CBS, CCO, CMCSA, CRWN, DIS, DISCA, DISH, DTV, EPA:DEC, FB, GCI, GOOG,  LAMR, MSFT, NFLX, NLSN, NWS, NYT, P, SBGI, SNI, SSP, TRBAA, TWTR, TWX, VIA, YHOO By: Rachel Dangermond Click here to download the […]

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