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NFLX  // Posts tagged as "NFLX"

Netflix Whisper

Netflix Whisper

Research Question: Is Netflix successfully expanding its demographic and mobile penetration as a path to future per person subscriptions? Companies Covered: Netflix (NFLX) Report Available: October 11, 2013   Blueshift’s current research shows NFLX with growth opportunities in lower-income homes and on mobile devices, while also beginning a path toward per person subscriptions, though none […]

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Rovi Safe in Near-Term IP Licensing But Lags in Tech Innovation

Research Question: Will Rovi’s base TV guide licensing be at risk when long-term contracts come up for renewal with MSOs in 2015 and 2016? By: Seth Agulnick Companies: AMZN, ARRS, CHTR, CMCSA, CVC, DISH, DTV, GOOG, NFLX, ROVI, SATS, TWC, YHOO Click here to download the report (.pdf)   Summary of Findings Large MSOs such as Comcast […]

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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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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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Advertising Whisper

Advertising Whisper

Research Question: Will local advertisers remain ambivalent spenders throughout 2013? Companies Covered: AOL Inc. (AOL), CBS Corporation (CBS), Comcast (CMCSA), Walt Disney (DIS), Discovery Communications (DISCA), Facebook (FB), Gannet (GCI), Google (GOOG), McClatchy (MNI), Netflix (NFLX), Nielsen (NLSN), News Corp. (NWS), New York Times (NYT), Pandora (P), Sinclair Broadcast (SBGI), Scripps Network (SNI), E.W. Scripps (SSP), Time […]

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Jan 22 2013 Media & Print, Technology

Local Ad Spending Off to Slow Start, National Up But Not on Par with 2012

Research Question: Will local advertisers hold up their spending in 2013 and will share shifts to digital accelerate? By: Rachel Dangermond Companies: AOL, BLC, CBS, CMCSA, DIS, DISCA, FB, GCI, GOOG, JRN, LNKD, MSFT, MNI, NFLX, NLSN, NWS, NYT, P, SBGI, SNI, SSP, TWX, VCI, VIA, YHOO Click here to download the report (.pdf)   Summary of Findings […]

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MSOs Offer Solid OTT Service But Take Few Subscribers from Netflix

Research Question: Are Internet subscription services like Netflix and Hulu Plus losing out as MSOs introduce more OTT content? By: David Franklin Companies: AAPL, AMZN, CBS, CMCSA, CSTR, CVC, DIS, DISH, DTV, GOOG, NFLX, NWS, T, TWC, TWX,  TYO:6758/SNE, VIA, VZ Click here to download the report (.pdf)   Summary of Findings Fourteen of 20 sources do not […]

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No Spending Cliff for Advertising, Only Muted Growth in 2013

Research Question: Will the scatter and spot TV advertising markets see post-election spending in the fourth quarter? By: Rachel Dangermond Companies: AOL, BLC, CBS, CMCSA, DIS, DISCA, FB, GCI, GOOG, JRN, LAMR, LNKD, MSFT, MNI, NFLX,  NWS, NYT, P, SBGI, SNI, SSP, TWX, VCI, VIA, YHOO Click here to download the report (.pdf)   Summary of Findings The scatter […]

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OTT Whisper

OTT Whisper

Research Question: Are internet subscription services like Netflix and Hulu Plus losing out as MSOs succeed in offering OTT content to viewers? Companies: Apple (AAPL), Amazon (AMZN), CBS Corp (CBS), Comcast (CMCSA), Coinstar (CSTR), Cablevision Systems Corp (CVC), Netflix (NFLX), Time Warner Cable (TWC), Time Warner Inc (TWX), Viacom (VIA)   Blueshift’s initial research reveals increasing pressure from […]

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MSOs, Studios and Telecoms Emerge As OTT Winners at Netflix’s Expense

Research Question: Who will be the OTT market’s big winners and losers in the next three to six months? By: Reverdy Johnson Companies: AAPL, AMZN, ARRS, CBS, CHTR, CMCSA, CSTR, CVC, DIS, DISH, LGF, NFLX, NLSN, RENT, T, TWC, TWX, TYO:6758/SNE, VIA, VZ, YHOO Click here to download the report (.pdf)   Summary of Findings MSOs, telecoms and […]

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