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CHTR  // Posts tagged as "CHTR"

Neither Price Hikes Nor Competitors Will Slow Netflix This Year (NFLX)

Research Question: Will Netflix’s price increase open the door for a growing set of competitors to steal subscribers? Companies: AAPL, AMZN, CBS, CHTR, CMCSA, DIS, DISH, ERIC, FB, FOX, GOOG/GOOGL, LON:SKY, NFLX, RLJE, ROKU, T, TMUS, TWX, VZ By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Netflix Inc.’s (NFLX) recent […]


Oct 20 2017 Media & Print, Services

Nielsen Can Rest Easy on the Throne As the King of TV Ratings (NLSN)

Research Question: Is there a credible threat to Nielsen’s stranglehold on the TV ad buying process? Companies: ADBE, AMZN, CBS, CHTR, CMCSA, CRM, DIS, DISH, FB, FOX, GOOG/GOOGL, NFLX, NLSN, ORCL, ROKU, SCOR, T, TWX, VIA/VIAB, VZ By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Nielsen N.V. (NLSN) is as […]


Jan 06 2016 Consumer Goods, Services

The Value of Nielsen’s Ratings Is Under Siege from Consumer Data

Research Question: Will emerging technology and new competition loosen Nielsen’s grip on the audience measurement industry? Companies: ACXM, ADBE, AMCX, AMZN, AOL, ARRS, CBS, CHTR, CMCSA, CVC, DIS, DISH, EXPGY, FB, FOX, GOOGL, KRX:005930/005935, MEG, NFLX, NLSN, NXST, RENT, ROVI, SCOR, T, TCLRY, TIVO, TWC, TWTR, TWX, VZ, WPPGY By: Seth Agulnick Click here to download […]


August 2015 Trends Tracker

Trends Tracker Companies: AAPL, ADDYY, AMZN, BBRY, CAR, CHTR, COH, CMG, CSIQ, DIS, DISH, DTV, FB, FIT, FSLR, GME, GOOG/GOOGL, HTZ, IHRT, KATE, KORS, MCD, MO, MSFT, NFLX, NKE, P, PNRA, SKX, SUNE, TSE:QSR, TWC, TWTR, TWX, TYO:6758, TYO:7936, TYO:7974, UA, VIA/VIAB, WEN, WRC Click here to download the report   Summary of Findings Fitbit Inc. […]


Jul 27 2015 Media & Print

Local Advertising Shows Signs of Life

Research Question: Are national advertisers spending in the local markets again? Companies: AMCX, AMZN, CBS, CCO, CHTR, CMCSA, DIS, DISCA, DISH, DTV, FB, GCI, GOOG/GOOGL, IHRT, LAMR, MSFT, NFLX, NLSN, NWS/NWSA, NYT, P, RENT, SBGI, SCOR, SNI, SSP, T, TRCO, TWTR, TWX, VIA/VIAB, VZ, YHOO By: Rachel Dangermond Click here to download the report (.pdf)   Summary […]


June 2015 Trends Tracker

Trends Tracker Companies Covered:  AAPL, ADSK, AMBA, AMZN, ANGI, CHTR, CMCSA, COST, CTL, DDD, DISH, DTEGY, EBAY, FB, GOOG/GOOGL, GPRO, HKG:0992, HPQ, IHRT, KO, KR, KRX:005930/005935, LNKD, MSFT, NFLX, S, SBUX, SFM, SSYS, SWY, T, TGT, TMUS, TWTR, TWC, TWX, TYO:6758, VIA/VIAB, VZ, WFM, WMT, YELP, ZNGA Click here to download the report (.pdf)   Summary of […]


Jun 05 2015 Consumer Goods, Services

Rentrak Gaining But Local Stations Sticking With Nielsen, Too

Research Question: Is Nielsen’s local TV business suffering? Companies: CBS, CHTR, CMCSA, DIS, DISH, DTV, FOX, MEG, NLSN, RENT, SBGI, SCOR, SSP, T, TRCO, TWC, VIA By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Nielsen NV (NLSN) faces pricing and service pressure in the local TV market from competitor Rentrak […]


Cable Broadband Domination Much Closer Than Thought

Research Questions: Who are the key players in a rapidly advancing collaboration to bypass the traditional carriers in a national expansion of fixed and mobile broadband access? How is it being connected, and who stands to gain? Companies: AKAM, CHTR, CMCSA, CSCO, CTL, CVC, DTV, GLW, LVLT, RKUS, STO:ERIC-A/B, T, TWC, VZ, ZAYO, WIN By: John […]


OTT/Cord Cutting Whisper

OTT/Cord Cutting Whisper

Research Question: Will Sling TV significantly boost the rate of cord cutting in 2015? Companies Covered: Charter Communications (CHTR), Comcast (CMCSA), Netflix (NFLX), Apple (AAPL), (AMZN), Disney (DIS), Dish Network Corp. (DISH), DirectTV (DTV), CBS Corporation (CBS), Verizon (VZ), Time Warner (TWX), Time Warner Cable (TWC), Twenty-First Century Fox (FOX) Report Available: March 23, […]


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 […]