So far my sales of Disney has held up pretty well, down just a bit, while News Corp has fallen about 5%. Disney might be getting a boost from some initial reports that ABC is writing upfront business at decent CPM increases, maybe even large enough to offset potentially double digit down ratings guarantees and […]
The broadcast TV networks made their upfront presentations this week. As I’ve written before, this year’s upfront is going to be problematical for the broadcast networks (ABC/Disney, CBS, FOX/News Corp, and NBC/General Electric). During the upfront, the networks sell advertising time for the upcoming TV season, in this case the 2008-09 season that begins in […]
Viacom, Lionsgate, and MGM announced that they will no longer sell their movies to Showtime (owned by CBS) and instead will launch a new, fourth pay TV channel. The announcement leaves Showtime, the current owner of rights to films from VIA, LGF, and MGM without the rights to output from any of the major movie […]
At the recent National Association of Broadcasters conference, one of the more popular topics was mobile TV. Mobile TV is the ability for consumers to watch live TV on their cellphones. Standards are still being set but according to SNL Kagan, MobiTV has 4 million subscribers of various global wireless companies using its platform. For […]
Catching up some email, I found a couple of interesting pieces on the major media companies from Merrill Lynch analyst and my friend, Jessica Reif Cohen. Back in early March, Jessica noted that as a group the media companies she follows reported 4Q07 earnings ahead of her estimates. Her universe had revenue growth of 15% […]
For 2008, I have treated myself to a subscription to SNL Kagan. Kagan is a long-time research firm focusing on media with a great reputation. They don’t care if I mention their research, in fact they encourage it. This week in their Media Money newsletter, Kagan looks at the windows between movies in theatres and […]
Within traditional media, the newspaper and radio industries have been in their own recession for some time. TV is better off for now. Both newspapers and radio are in secular decline due to two major trends. First, the internet is stealing market share from traditional advertising. Newspapers are especially hurt by this trend as classified […]
The Wall Street Journal reported that TV networks, advertisers, and ad buyers are all saying the upfront ad market will be strong this year. The writer’s strike lead to lots of speculation that the upfront would be scrapped or altered but it appears to be going on as usual. Not only is it going on […]
If you love movies and have never been to Sundance I highly recommend it. This was my first visit and I found an incredibly well organized and orchestrated festival. Pulling it off is no easy task. There are seven venues with nine screens in Park City alone plus additional showings in Salt Lake City and […]
I got to Sundance yesterday and caught my first movie. I am visiting a good friend in Salt Lake City so I won’t be spending full time at the festival until today. I hope to catch 3-4 films on Saturday and Sunday before heading back to Chicago. Even though I’ve missed some good stock market […]
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