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DIS  // Posts tagged as "DIS"

Mar 04 2014 Media & Print, Services

BUD’s OOH Cuts Add to Lackluster National Ad Spending

Research Question: How are local advertising markets pacing in the first quarter of 2014? Companies: BLC, CBS, CCO, CMCSA, DIS, DISCA, GCI, GOOG, LAMR, NLSN, NWS, P, SBGI, SNI, SSP, TWX, VIA By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings The out-of-home (OOH) market continues to experience weak local buys from national advertisers, […]

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Jan 14 2014 Media & Print, Services

Spending Shifts to Digital Throughout All Media

Research Question: Where will the greatest shifts in media spending occur in 2014? Companies: AAPL, AOL, BLC, CBS, CCO, CMCSA, DIS, DISCA, GCI, GOOG, LAMR, MSFT, NFLX, NLSN, NWS, P, SBGI, SNI, SSP, SYNC, TWTR, TWX, VCI, VIA, YHOO, YUME By: Rachel Dangermond Click here to download the report (.pdf)   Summary of Findings Social and online video continue […]

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Jan 13 2014 Services, Travel & Leisure

Wave Season Bookings Swell, Carnival Flounders

Research Question: What is the outlook for 2014 wave season bookings, pricing and incentives, and market share? Companies: CCL, DIS, HKG:0678, LON:TT, NCLH, RCL, TYO:9101/NPNYY By: Susan Jennings Kantari Click here to download the report (.pdf)   Summary of Findings Bookings for 2014’s wave season (January through March) have swelled, while cruise pricing has been stable to up […]

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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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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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