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TWX  // Posts tagged as "TWX"

Pandora Positioned to Slowly Capture Local Ad Dollars

Research Question: Is Pandora about to see a spike in local advertising revenue, or will it be a slow climb? Companies: AAPL, CBS, CCMO, CMLS, ETM, GOOG, P, SIRI, TWX, TYO:6758/SNE By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Pandora Media Inc. (P) is in great position to steal local ad dollars […]

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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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May 24 2013 Media & Print, Services

Meredith Stays Afloat in Print Industry, Rides the TV Retrans Rate Wave

Research Question: Will Meredith cut back on its print runs? Will retransmission rates continue to grow for Meredith on the broadcast TV side? By: Reverdy Johnson Companies: BLC, FSCI, GCI, MDP, MEG, QUAD, NXST, RRD, SSP, TWC, TWX Click here to download the report (.pdf)   Summary of Findings Meredith Corp. (MDP) appears to be “weathering the storm” […]

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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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Home Security Whisper

Home Security Whisper

Research Question: Are new cable/telco home security products taking market share from ADT and other traditional home security players? Companies Covered: ADT Corporation (ADT), Comcast (CMCSA), Verizon (VZ), Time Warner (TWX), Protection One, & Monitronics Report Available: May 16, 2013   Initial research by Blueshift shows a number of new providers entering the national home security market to challenge traditional players such as […]

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