While some consumers clearly enjoy the collectibility of DVDs (showcasing cover art to friends/family), we increasingly believe/fear that most consumers never really wanted to own DVDs. They bought, simply because buying became so much more convenient than renting (remember walking around the Blockbuster new release wall and coming out empty handed, whereas everything was always in stock at Wal-Mart…
Updated: Video from Genachowski’s NCTA interview is now embedded directly on the blog (note there is dead air for the first 1/3 of the video, so just move the pointer until you see video starting). The “elephant” in the room question is about halfway through the video timeline – just look for the elephant picture… Last…
Update: The key question we have gotten back on this blog post is “sounds cool, but how many years will it take for this to become a reality?” Our checks indicate that the lack of need for new set-tops and the ability for Comcast to leverage existing internet development tools for portable devices should enable…
Update: The Art of Animation Hotel is actually being built where the second phase of Pop Century was originally expected to be built. Construction on both phases of Pop Century began in 2000, however, the second phase was cancelled completely after the 9/11 tragedy (phase 1 opened in late 2002/early 2003). While the new hotel…
Jersey Shore helped put MTV’s ratings back on the map with ratings surging from a 1.3 in MTV’s core 12-34 demo when the series launched late last year, to a season finale ratings high of 4.8 in early 2010. While Jersey Shore was the focal point, the strength of MTV’s ratings was far broader – driven…
While Viacom’s fiscal (March) Q2 2010 EBITDA was up mid-teens, its advertising revenue growth continued to lag well behind its industry peers, with domestic advertising revenues up only 1%, compared to 9% at Time Warner, 10%-plus organically at Discovery, up 19% at the Fox Cable Nets and up 14% organically at Scripps. However, we found…
We believe investors are underestimating the earnings power from the combination of (1) an upturn in Disney’s content cycle, (2) the leverage from a rebound in theme park visitation and (3) a sharp recovery in key advertising categories that fuel growth at ESPN. As such, we believe earnings estimates for fiscal Q2 2010 (March) and…
With 2010 box office up nearly 10% year-to-date and less than a week after the annual movie theater industry convention, Showest, a meaningful portion of US theaters will raise ticket prices this coming weekend. While 2D ticket price increases will be fairly marginal for the average US consumer, standard 3D and 3D IMAX ticket price…
Last October (click here), we wrote about the need for the movie industry to begin establishing release windows within the home entertainment industry, much like they have done for the broader movie industry historically. Netflix was the first to submit to a window, agreeing to a 28-day window with Warner Bros., however, given that Netflix’s…
With Coinstar’s Redbox business now comprising over 17% of the DVD rental industry (was 9% at the beginning of 2009) utilizing over 22,000 kiosks (set to grow to 30,000 in 2010), the future of Redbox has become a major swing factor in the growth potential of the movie industry. If Redbox is able to flourish,…
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