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DIS  // Posts tagged as "DIS"

Wave Season Whisper

Wave Season Whisper

Research Question: What is the outlook for 2014 wave season bookings? Companies Covered: Royal Caribbean (RCL); Carnival Corporation (CCL); The Walt Disney Company (DIS) Report Available: January 8, 2013   Blueshift’s initial research shows Carnival and Royal Caribbean trying to attract new customers and retain existing clients with innovative offerings and safety features, though negative publicity continues to emerge […]

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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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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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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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Jun 03 2013 Media & Print, Services

Slow Start To Upfront Negotiations; Fox Rates Slightly Higher Y-Y

Research Question: Will the 2013/14 Upfront mirror the past years with networks garnering high single digit rate (CPM) increases? By: Rachel Dangermond Companies: CBS, CMCSA, DIS, DISCA, NFLX, NWS, TWX, VIA Click here to download the report (.pdf)   Summary of Findings In an update to our April 9 advertising industry quarterly report and May 21 industry update, […]

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Second Quarter Advertising Spending Sprints In After Slow Start

Research Question: Did advertising spending pick up in 2Q13? By: Rachel Dangermond Companies: AOL, BLC, CBS, CMCSA, DIS, DISCA, GCI, GOOG, LAMR, MSFT, NWS, SBGI, SNI, SSP, TWX, VCI, VIA, YHOO Click here to download the report (.pdf)   Summary of Findings In an update to our April 9 advertising industry quarterly report, we found: Network TV/cable spending […]

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May 15 2013 Services, Travel & Leisure

Cruise Industry Largely Immune to Carnival’s Mishaps, Steep Discounts

Research Question: Will recent negative publicity regarding the cruise industry cause a decline in cruise bookings and fares for the remainder of 2013? By: David Franklin Companies: CCL, DIS, HKG:0678, RCL Click here to download the report (.pdf)   Summary of Findings Despite Carnival Corp.’s (CCL) recent mishaps, six of 10 travel agents and four industry specialists expect […]

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Local Markets Stumble into 2013, Scatter Active, Online Video in Strong 3rd Place

Research Question: What does FY13 hold for OOH and other media companies that depend on local advertising spending? By: Rachel Dangermond Companies: AOL, BLC, CBS, CMCSA, DIS, DISCA, DISH, DTV, FB, GCI, GOOG, JRN, LAMR, LNKD, MSFT, MNI, NFLX, NLSN, NWS, NYT, P, RENT, SBGI, SNI, SSP, TWX, VCI, VIA, YHOO Click here to download the report (.pdf) […]

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