The redesign of the Myspace homepage earlier this summer has created a far more compelling advertising proposition for leading brand advertisers. Myspace is not just a place to advertise the latest TV show or movie. In just the last two days alone, the home page ad unit has been bought out by Sprint (to promote…
An article in today’s New York Post (Click here) and separately on a theater blog we came across (click here) suggests that Shrek the Musical, which is currently playing in its preview run in Seattle, is being well-received by the audience and likely to resonate well with children. At the same time, the NY Post…
Anatel released wireless market share data for July that showed sequential increases in market share for Telemar and Tim Part, while Vivo and Claro each experienced slight sequential declines in market share. We note that Market share of net additions can vary significantly from month to month based on promotions in the market. Click here…
China Mobile reported solid net subscriber additions of 7.105 million (+27% y/y) for the month of July that were in-line with our 7.132 million estimate, which we believe is above consensus. Click here for a copy of our note.
July net subscriber additions of 539k were 931k below our estimate and down 63% from last year due mainly to subscriber loses in the CDMA business. This was the lowest level of net additions since we started tracking China Unicom’s results in 2001. Click here for a copy of our note.
Comcast, today, officially launched the Big Ten Network (BTN) in both standard def and high def across the country, with Big Ten football season set to kick-off over the next couple of weeks. While Comcast was able to reach a deal with Big Ten earlier this year, Time Warner Cable remains at odds with Big…
An article in the Orlando Sentinel (Click here) earlier this week, indicates that attendance at trade show/conventions for 2009 is currently expected to decline 14% from 2008 (largely due to the rotation of convention biz among various cities). At the same time, the article also indicates that tourist tax collections for June were down 2.9%…
Preliminary wireless industry subscriber data from Brazil indicates monthly industry net additions in July of 2.13 million, which were in-line with our 2.15 million estimate. Total industry subscriber growth decelerated after fourteen consecutive months of acceleration to 24.7% in July from 24.8% in June, bringing total subscribers in Brazil to 135.295 million.
In a 13-F filing earlier today, Harbinger Capital disclosed that it acquired 11.45 mm shares of Cablevision during Q2 2008, giving them a 4.9% economic stake in CVC (5th largest outside shareholder). In our 8/11 post (click here), we discussed our belief that something/someone had spooked the Dolans into becoming more shareholder-friendly (publicly stating their…
The issue of Univision retransmission consent came up during both Univision and Time Warner Cable’s Q2 2008 conference calls (while Univision is private, it holds a conference call for debt holders and the transcript is available on streetevents.com). We continue to believe Univision’s decision to shift from “must-carry” to negotiated retransmission consent will prove problematic…
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