Airline seat capacity to/from Orlando International airport started to move higher in May 2010 (up 1% y-o-y) after 23 straight months of y-o-y declines and it accelerated into June (up 4%) and July (up 6%), according to the Orlando Sentinel (click here). While we do not have overall Orlando traffic data for July yet, we…
We confirmed today that T-Mobile is a network provider for the recently launched GSM Straight Talk phones. Last week we wrote about AT&T getting added as a service provider for Straight Talk, which started out exclusively using Verizon’s network. The addition of AT&T and T-Mobile increases Straight Talk’s ability to negotiate low rates and to…
The “Iron Chefs” of the live music industry (Irving Azoff) and gossip industry (Perez Hilton) are doing battle today on Twitter (seriously, we are not making this up). We recently wrote a blog post entitled, Do Media CEOs Understand That All Media is Now Social Media (click here) and we now see one senior media…
Update 09/30/10: Part one of a two part capital raise by Sky Deutschland has been completed, with News Corp. continuing to sink more capital into the business. Invested capital now stands at over $1.3 bn in the past 34 months (see the time line additions at the bottom of this post), with News Corp’s 49.9%…
Verizon Wireless has another pricing trial in select markets and this one appears to be targeted directly at Sprint. Late last week Verizon launched plans in Dallas and Louisiana that include unlimited to any mobile which matches the Any Mobile, Any Time rate plans that Sprint launched in September of 2009. Sprint has credited Any Mobile,…
At 11:00 this morning RIMM and AT&T are hosting a meeting in New York to unveil a new product, that many expect to be the 9800, a slider that will likely include Blackberry 6, the new and highly anticipated OS. There are reports on most of the major technology blogs about sealed boxes that have also…
RealD hosted its first ever earnings conference call yesterday evening, following its IPO last month. We were disappointed that management did not allow us to ask a question, particularly as the conference call was the only forum to ask questions until the company emerges from its post-IPO quiet period. In turn, we have decided to publish all…
While it would be quite challenging for News Corp. to do a dilutive acquisition when they have $8 billion of cash sitting in the bank earning next to nothing, we believe the strength of BSkyB’s earnings last week bode well for a meaningful bump in News Corp.’s bid for BSkyB (we noted in our 6/15…
Tomorrow, everyone will be focused on Discovery’s domestic ad revenue growth outlook and its plans surrounding capital return (share repurchase) as leverage continues to fall (not to mention the opportunity to attack the unwarranted spread between the DISCA/DISCK shares). In addition, we are interested in three key areas that could meaningfully impact growth in the…
Update: Cats and Dogs 3D bombed at the box office this weekend – only $12.5 mm (estimate) – with about 55% of its weekend box office in 3D. We HIGHLY doubt the lackluster 3D percentage had anything to do with theater capacity (meaning consumers did not chose a 2D screening because the 3D screens were…
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