Latest Articles
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Trefis Picks of the Week for Telecom, Media, Technology & Retail
Telecom, Media and Technology – Trefis Picks of the Week Below is a summary of featured articles across the technology, media and telecom sectors that investors may find useful. The following selection of articles was drawn from top web publi...
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Internet Traffic at NYTimes.com Could Accelerate
New York Times (NYSE:NYT) competes with both print and online news services of companies like News Corp (NASDAQ:NWS), Yahoo (NASDAQ:YHOO), Google (NASDAQ:GOOG), and Microsoft (NASDAQ:MSFT). The average number of monthly unique visitors to NY...
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Disney Could Spark Recovery in Box Office Market Share with Pirates of the Caribbean Releases
Disney (NYSE:DIS) has had success with some of its recent films in 2010. Its Toy Story 3 surpassed $1 billion in global box office revenues this year, becoming the second movie after Alice in Wonderland to reach the $1 billion mark in 2010. Disne...
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Could Comcast-NBC End Up Like Time Warner?
Comcast (NASDAQ:CMCSA) competes with satellite pay-TV providers like Dish Network (NASDAQ:DISH) and DirecTV (NASDAQ:DTV), cable companies like Time Warner Cable (NYSE:TWC), and telecom operators like AT&T (NYSE:T) and Verizon (NYSE:VZ). Our p...
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Comcast-NBC Deal, What is Comcast’s End Game?
It looks like that the merger deal between Comcast (NASDAQ:CMCSA) and NBC Universal owned by General Electric (NYSE:GE) will finally go through. However it may face net-neutrality terms for several years in order to prevent any anti-competitive b...
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Viacom’s Home Entertainment Struggles May Be Temporary
Viacom (NYSE:VIA), which competes with studios owned by media conglomerates like Time Warner (NYSE:TWX) and News Corp (NASDAQ:NWS), suffered significant declines in its home entertainment revenues during the 9 month period ended Sept 30 2010. T...
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$1 Billion MySpace Valuation Highlights Facebook’s Dominance, But News Corp Stock Still Cheap
News Corp (NASDAQ:NWS) is a media conglomerate that competes with New York Times (NYSE:NYT), Time Warner (NYSE:TWX), Disney (NYSE:DIS), Viacom (NYSE:VIA) and CBS (NYSE:CBS) in a variety of businesses ranging from broadcasting and cable networks t...
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Impact on CBS if Pandora Becomes the Biggest Threat to Radio
Pandora, an internet radio service, has been pushing into the drive-time radio market. This market targets listeners during prime commuting hours. As this remains one of the more popular times for people to tune-in to local radio broadcasts, adve...
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TV Everywhere – Time Warner Cable’s Solution to Cord Cutting?
Time Warner Cable (NYSE:TWC) and Disney’s (NYSE:DIS) deal to bundle ESPN broadband streams with cable seems to be suggestive of Time Warner Cable’s defensive attempt to bolster its TV Everywhere offering and cope with the trend of fra...
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Huffington Post Worth More Than NY Times Online as a Standalone Business
The New York Times Company (NYSE:NYT) traditionally competes with large companies like News Corp (NASDAQ:NWS), Yahoo (NASDAQ:YHOO), Google (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT) and AOL (NYSE:AOL) in the online advertising market, but also h...
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Dissecting Disney’s Spend by Product Line
Disney (NYSE:DIS) competes with other media conglomerates like News Corp (NASDAQ:NWS), Time Warner (NYSE:TWX), CBS (NYSE:CBS) and Viacom (NYSE:VIA) in a variety of businesses. These businesses include cable networks, broadcasting networks, movie ...
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News Corp’s BSkyB Deal to Grow Satellite Operations, Small Impact on Stock
News Corp (NASDAQ:NWS) is a media conglomerate that competes with New York Times (NYSE:NYT), Time Warner (NYSE:TWX), Disney (NYSE:DIS), Viacom (NYSE:VIA) and CBS (NYSE:CBS) in a variety of businesses ranging from broadcasting and cable networks t...
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NFL Fuels Disney’s ESPN Engine
Disney (NYSE:DIS) competes with other media conglomerates like News Corp (NASDAQ:NWS), Time Warner (NYSE:TWX), CBS (NYSE:CBS) and Viacom (NYSE:VIA) in a variety of businesses. These businesses include cable networks, broadcasting networks, movie ...
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Google TV Could Threaten Key Revenue Streams for Broadcast Networks
News Corp (NASDAQ:NWS) and CBS (NYSE:CBS) recently announced that they will be blocking Google (NASDAQ:GOOG) TV from offering their shows for free over the internet. The move mirrors the strategy previously employed by other media companies like ...
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