Latest Articles
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WSJ’s Ad Revenues Expected to Grow
The Wall Street Journal (WSJ) is seeing steady growth in its advertising revenues. The WSJ, which has U.S., Asian and European editions, is published by Dow Jones & Company, a division of News Corp (NASDAQ:NWS). We expect WSJ’s adverti...
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Lower DVD Prices and Sales Have Little Impact on Disney’s Stock
Lower pricing of DVDs globally and declines in DVD sales could negatively affect Disney (NYSE:DIS), Time Warner (NYSE:TWX), News Corp (NASDAQ:NWS), CBS (NYSE:CBS) and Viacom (NYSE:VIA). We estimate, however, that the impact of these declines on D...
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Is Apple Entering the Streaming Video Market?
Apple (NASDAQ:AAPL) may be negotiating a deal with CBS (NYSE:CBS), Disney (NYSE:DIS) and News Corp (NASDAQ:NWS) to stream TV shows through iTunes for 99 cents an episode, according to a recent Bloomberg report. This deal could help Apple challe...
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Slower Growth Expected for Disney Consumer Products Revenues
Trefis members predict slightly lower revenues for Disney (NYSE:DIS) over the Trefis forecast period from sales of merchandise (toys, games, memorabilia, kids clothing) at Disney stores. However, slower consumer products revenue growth will have...
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Disney Needs 30% Annual Revenue Growth from Playdom
Disney (NYSE:DIS) recently announced that it was spending about $763 million to acquire Playdom, a social gaming service that competes with Zynga and others. Disney competes with News Corp (NASDAQ:NWS), Time Warner (NYSE:TWX), Viacom and other di...
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Lower Fee per HBO Subscriber Expected for Time Warner
Time Warner’s (NYSE:TWX) stock could see a slight decline from lower than expected monthly subscription fees per HBO subscriber. Monthly subscription fees are an important source of revenue for media companies like Time Warner, Viacom (NY...
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Film Business Could Lift News Corp Stock by 5%
News Corp (NASDAQ:NWS) posted banner results in filmed entertainment during its 2010 fiscal year, which ended last quarter. The growth was driven by successful releases like like Avatar and Alvin and The Chipmunks: The Squeakquel . News CorpR...
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Lower Viacom Share of DVDs Sold in US
Trefis members have created forecasts for two key drivers of Viacom’s (NYSE:VIA) stock over the last week: (1) US DVD Pricing and (2) US DVD Market Share. These forecasts suggest that US DVD Pricing will trend in-line, while US DVD Market S...
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Time Warner Benefits From Rising Cable Ad Prices
Time Warner (NYSE:TWX) is benefiting from rising cable advertising prices, which are pushing up the media giant’s ad revenues. We expect this happy trend to continue and have raised the Trefis price estimate for Time Warner’s stock fr...
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ESPN Crucial for Disney’s Success
ESPN, owned by Disney (NYSE:DIS), is the global leader in sports video programming and arguably the world’s most popular sports channel. Disney competes with other media and broadcasting companies like Time Warner (NYSE:TWX) and News Corp (NASDAQ...
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Positive Margin Outlook for CBS after Steep Declines
U.S. media giant CBS (NYSE:CBS) struggled with declining profits and cash flows during the recent downturn, which savaged the company’s advertising sales business. We expect profit margins at CBS to improve going forward, thanks to judiciou...
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Hulu Plus Not an Immediate Threat to Netflix
Hulu, owned by News Corp (NASDAQ:NWS), Disney (NYSE:DIS) and General Electric’s NBC Universal division, is an online video service that streams hit TV shows and movies. Hulu currently makes money through advertisements and commercials inser...
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Potential 15% Downside to NYT’s Stock From WSJ Competition
The New York Times (NYSE:NYT) recently reported a 12% year-over-year decline in its print advertising business for Q1 of 2010 compared to same period last year, primarily as a result of the on-going macroeconomic declines in the broader ad market...
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Video Ads the Future of Yahoo, New York Times and News Corp’s WSJ
Online content portals like Yahoo (NASDAQ:YHOO), the New York Times (NYSE:NYT) and News Corp’s (NASDAQ:NWS) Wall Street Journal are creating new revenue opportunities by increasing video content and video ads. We estimate that the online d...
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CBS, ABC or Fox: Which Broadcasting Network is More Valuable?
CBS (NYSE:CBS) network competes with other broadcasting networks like ABC, owned by Disney (NYSE:DIS), and Fox, owned by News Corp (NASDAQ:NWS), for a pie of the dwindling advertising dollars available for network television channels. Although CB...
