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Upgrading T-Mobile and AT&T to Buy: The Other Three Are Out of Levers

Get Your Penguin On – Dreamworks Animation Begins to Harvest DVD Profits from its Cable TV Series’ Success

While there has not been a Madagascar feature film released since November 2008, Dreamworks Animation has been able to keep the franchise vibrant leveraging television via a Nickelodeon series and a broadcast network (NBC) holiday special.  While DWA was able to begin harvesting the success of the Merry Madagascar TV special in Q4 2009 (including…

When Will Digital Finally Kill the Video Star (Store)? Licensing, Technology, and Royalty Issues Abound

In the mid-late 90’s investors feared that Pay-Per-View (multiplexed to create what was called at the time, Near-Video-on-Demand) would destroy the video rental business, including the 800 pound rental “gorilla,” Blockbuster.  While investors were clearly premature in forecasting the demise of the video rental industry, there is no disputing the fact that the traditional video…

Is a Red “Hot” Box About to Turn Cold as Wal-Mart Stands Up to Redbox’s Workaround Efforts

At the end of November 2009, we wrote a blog (click here) discussing the challenges that Redbox was facing having to find “work-arounds” for purchasing new release DVDs from three major Hollywood studios (Universal, Fox and Warner Bros.), whereas prior to Q3 2009 the only studio they could not buy from directly or via distributors was Universal.…

HBO Set to Take Center Stage in the Digital Media World: Watch Out for “HBO Go”

Last week, Time Warner’s HBO division relaunched its website (www.hbo.com), with a completely redesigned user interface.  HBO’s website now provides a far easier method for viewers to delve deeper into HBO’s programming, become more immersed in key characters/plot-lines and to share content (nice social network integration, albeit no Facebook Connect We believe HBO is simply…

Will Cox’s Wireless Rollout Give the Cable Industry “Deja Vu All Over Again?”

Cox Communications launched landline telephony service in 1997, investing heavily in a circuit-switched phone infrastructure (Cox went private in 2004).  By 2000, Cox attained 245K voice customers, 10% penetration of homes marketed and represented nearly 30% of cable industry voice subscribers (AT&T Broadband had similar penetration levels of homes marketed with 544K subs, which represented virtually…

More wireless price cuts coming

In the middle of the day yesterday, popular tech blog Boy Genius posted what are believed but not confirmed to be new rate plans for Verizon .  By the end of the day Verizon had scheduled a conference call for this morning at 8:30AM (888 790-6031) to “discuss wireless strategies to drive continued growth”.  We…

Carlos Slim consolidates his telecom holdings

Investors have wondered why America Movil did not more aggressively repurchase its stock when it swooned in 2008 and early 2009 or why management’s target debt leverage ratio seemed to slide down each year, despite an occasional large dividend issuance.  Last night those questions may have been answered as America Movil announced a $20 billion…