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Tim Participações S.A.: Previewing Q1

· TIM Part reports its Q1 results before the market opens on Friday, May 4. · Anatel, the industry regulator, already reported Q1 subscriber data that indicates that TIM Part will top our estimate by 295,000 subscribers. · The upside to subscribers has a negative near term impact to EBITDA based on the higher level of…

America Movil: All roads lead to Sao Paulo

Over the weekend, Telefonica and a group of Italian banks offered to buy all of Olimpia (the holding company that holds 18% of Telecom Italia) just as America Movil’s exclusive right to negotiate for a stake in the company was expiring.  Telefonica’s bid values Olimpia at the same price as America Movil’s initial bid for a third…

ARPU opportunity in Brazil?

According to a multimedia product manager at Brazilian wireless operator Vivo, music downloads have been increasing since they began offering this service in November of last year. He estimates that in the first five months there have been over 500,000 downloads at $2.10 per download and it has been increasing each month. Unfortunately, this does…

How Myspace Advertising Makes an Impact

After a substantial hiatus, NBC’s Heroes returns to television this evening. While there has been substantial on-air promotion about the series’ return, NBC Universal (which produces the show as well), bought all the picture/video advertising spots on the Myspace home page for the entire day. We believe the cost of this advertising buy is likely…

Sprint Paying for customers

Sprint management is under pressure to report a return to subscriber growth which can be achieved by reducing churn or improving gross additions. Unfortunately, gross additions have been declining rapidly, with a 24% reduction in the most recent quarter and a 55% reduction in their Nextel business. One way to lift gross additions is to…

Two Positive Myspace Datapoints

Two new initiatives that are great examples of how Myspace continues to seek ways to connect more deeply with its audience (keep its users “engaged”). Myspace News is launching later today – check out Techcrunch.com for screenshots of the beta. Myspace News is now live. Home Page Profile Change. Myspace’s home page has historically featured…