· 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…
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…
Viacom’s MTV attempted a radical redesign of the MTV.com website in November 2006. While we found the heavy flash based site unique (as it limited the need for new windows to open), its was simply far too “heavy” (slow), and we suspect it was hurting web traffic (click here for user comments via Digg related…
Roger Ames has just been named head of EMI’s North American operations (see the internal EMI memo we received below), following the firing of EMI’s US mgmt team earlier the year (Ames had been a consultant to EMI). We have two initial thoughts: EMI is rebuilding its operations and it is going to try and…
An internal Comcast presentation on changing its methodology for charging subscribers for in-home technical services has appeared on the Consumerist.com (see slides below in the full post). With cap/ex expected to increase over 30% this year at Comcast, we view this change as a method of squeezing more cash out of Comcast’s existing cable business,…
At Disney’s analyst conference in Orlando, FL in February 2007, its theme park management ended what was otherwise a typical theme park business review, with a discussion of “Blue Sky Concepts.” The ideas went far beyond the expansion of Disney’s existing park portfolio and its cruise ship (Disney recently set in motion plans to double…
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…
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 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 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…
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