Latest Articles
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Upside and Downside Scenarios for NYT’s Online Paywall
The New York Times (NYSE:NYT) competes with publications like News Corp’s (NASDAQ:NWS) Wall Street Journal (WSJ) as well as Yahoo (NASDAQ:YHOO), Google (NASDAQ:GOOG) and AOL (NYSE:AOL) for online advertising dollars. NYT is expected to launch a...
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AOL’s Huffington Post Acquisition Targets Greater Social Media Impact
AOL (NYSE:AOL) recently acquired Huffington Post for $315 million is another deal in a series of acquisitions that AOL has done since its spin-off with Time Warner (NYSE:TWX) in December 2009. Since its spin-off, AOL has struggled to grow its adv...
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News Corp Broadcasting Margins Improve, Supporting $23 Stock Value
News Corp (NASDAQ:NWS) competes with other media and broadcasting companies like Time Warner (NYSE:TWX), Viacom (NYSE:VIA), CBS (NYSE:CBS), New York Times (NYSE:NYT) and Disney (NYSE:DIS) in the media and entertainment business. Our price estimat...
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Can Google Better Target Ads to Sustain RPS?
Google (NASDAQ:GOOG), which competes with Yahoo (NASDAQ:YHOO), Microsoft (NASDAQ:MSFT), AOL (NYSE:AOL) and New York Times Company (NYSE:NYT) in the online advertising market, has another major threat in the making in Facebook. Although GoogleR...
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Are Social Networks Stepping on Media Conglomerates’ Turf?
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 of Avatar Sequels on News Corp 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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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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$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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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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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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WSJ Holds its Ground, Positions News Corp for Growth
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 media networks t...
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New York Times Print Business Headwinds
Last week we wrote an article on The New York Times Company (NYSE:NYT) and highlighted a sanguine view of the company based on a 25% upside scenario driven by its online business, which we feel will benefit from the increasing use of mobile dev...
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New York Times Online Can Add +25% to NYT Value
The New York Times Company’s (NYSE:NYT) latest earnings pointed to continued sluggishness in the advertising business with overall advertising revenues down slightly vs. 3Q 2009. The earnings also pointed to the growth of the online advert...
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20%+ Upside to NYT from Higher Revenue per Page & Unique Visitors for NYTimes.com
The New York Times (NYSE:NYT) competes with Yahoo (NASDAQ:YHOO), Google (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT) and AOL (NYSE:AOL) in the online advertising business. We currently have a Trefis price estimate of around $11 for New York Times’...
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iPhone, iPad Apps Boost NYT’s Mobile Traffic
The New York Times Company (NYSE:NYT) is seeing increased traffic to its site from mobile users. Management attributes the surge in part to new iPhone and iPad apps, such as the Editors’ Choice app, that allow mobile users to access specifi...
