Going to Google today provides consumers with a far superior music search experience than it ever has before (and far more comprehensive than what Yahoo provides, as it enables one-click, same-screen instant listening via song names and lyrics, in addition to simply typing the band name itself). The new service is rolling out across the…
Starting on October 24th (following last summer’s user survey, click here), consumers who use the WSJ application on the iPhone/Blackberry were informed that they would need to log-in to the WSJ app or register with WSJ (providing three additional months of free access). Starting in January 2010, the application will only be free on a…
America Movil reported strong Q3 results marked by further strength in voice and data usage by its Mexican customers. Minutes of use in Mexico rose 14% in Q3 which contributed to ARPU that declined less than 2% compared to last year and was flat sequentially. Minutes of use in Mexico never declined in Mexico during…
We downgraded Viacom to Neutral in late April after it significantly outperformed off the market’s March lows, with our concerns centered on its poor cable network ratings and the grim prospects surrounding the launch of Epix (including the negative impact a failed launch would have on its film division, Paramount Pictures). Despite further significant appreciation…
Given the inherent volatility of the movie studio business, the last thing any movie studio executive or investor in the sector wants to see is a consumer shift back toward renting DVDs and away from purchasing DVDs (the industry’s “cash cow”). Yet that is exactly what is occurring (DVD sales down double digits, with rental up…
Since we first wrote about Paramount’s ultra-low budget (only $15K) movie, Paranormal Activity, on October 5th (click here), the film has been gaining traction and generating significant profit (will boost Viacom’s Q4). Paranormal Activity was the #1 movie in the US on Wednesday, despite playing on only 760 screens (the #2 movie, closely behind Paranormal Activity, was…
While overall TV viewership numbers continue to rise modestly (thanks to stronger cable network programming and DVRs), fragmentation is accelerating – making it increasingly difficult for the broadcast networks to aggregate a large enough audience to justify investing in programming the way they did several years ago (just think about Leno at 10 pm and…
Cox Communications is in the process of selling the Travel Channel, a wholly-owned cable network, with the FT (click here) reporting that News Corp. (NWSA) is now the leading bidder over Scripps Networks Interactive (SNI). Multiple sources are reporting that the hotly-contested auction will fetch between $800-$900 mm, well above initial speculation of $600 mm. On…
Project Dark from T-Mobile does not look like the scorched earth pricing that many had feared. Several popular technology blogs like Engadget and Boy Genius are posting photos of what appear to be the rate plans that T-Mobile expects to roll out on October 25th. Pre-paid customers can buy unlimited voice for $50 per month…
We increased our post-paid subscriber growth and post-paid data ARPU estimates for AT&T, which reports tomorrow, because of the strong iPhone sales reported by Apple earlier this week. Click here for a copy of our note. Click here for tables that detail our estimate revisions.
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