Adage is reporting that Sprint is tossing in the towel on its ad agency after less than 3 months since announcing its new campaign with Ron Livingston. (click here for story) It’s not clear if this means they are calling it quits on the Power Up! branding strategy. We have never understood what that were…
Starting January 21, 2007, Cingular will increase its per text-message cost to $0.15 (currently $0.10), matching Sprint’s increase last October. Cingular intends to notify its customers on their December bill. The rate increase is only for customers who do not subscribe to a monthly text message plan.
HMV issued a mid-quarter update on 12/20 that highlighting that the UK music market (including digital downloads) was down 14% during October/November. The UK statistics are significantly worse than the US market (which we estimate was up 1% over that same period; albeit the US is down about 1% year-to-date). HMV also indicated that the…
News Corp.’s Sky Italia achieved the four million subscriber milestone; a figure that management had indicated Sky Italia would achieve before calendar year-end 2006. Last quarter (Sept. ’06), Sky Italia subscribers were essentially flat, raising investor concern that year-end targets could be difficult to achieve. The delay in the football season (following the recent scandals)…
Jim Hill Media is reporting that Disney’s fall 2007 direct-to-DVD release of Tinkerbell is being delayed into at least 2008 (supposedly the film skews too young relative to the target audience Disney is hoping to sell Fairy merchandise to). Read the whole story: Monday MouseWatch : Disney’s $500 million Tinkerbell problem Assuming the Tinkerbell delay…
The trailer for Dreamworks (DWA’s) next major animated film is now up online. We are currently estimating Shrek III domestic box office of $340 million and worldwide box office of $662 million. Shrek 3 will face heavy competition. Remember, Shrek 3 opens domestically on May 18, 2007, two weeks after Spiderman 3 (Sony) and one…
Apparantly, Cisco owns the brand iPhone despite the steady stream of speculation (including the street) of an Apple branded iPhone to be launched shortly. Presumably Apple will be in an uproar on the branding but Cisco is not exactly short on legal capabilities. Ironically, the phone itself appears targetted at the Wi-FI VOIP market and…
Myspace Mobile is now available on Cingular wireless phones; previously it had only been available on nascent start-up MVNO Helio. The $2.99/month myspace mobile application is a free-over-the-air download to Cingular Handsets (30 at launch, 20 more to come). We view this positively for News Corp. as it enhances the stickiness of Myspace.com (diminishing fears…
According to Anatel (Brazil’s Telecommunication Regulator), net subscriber additions for the wireless industry were 690,000 versus our estimate of 890,000. The net additions reflected a 38% drop compared to last year and versus our estimate of a 20% drop. The growth implies
We expect Anatel, the regulator in Brazil, to report industry subscriber data for the month of data within the next few days. October subscriber data was weak but it represents only a small percentage of the quarter’s subscriber growth. We expect some improvement in November but
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