Paul's Feed
Mar 2, 2011

Netflix short sellers may yet have their day

NEW YORK (Reuters) – It’s been a dismal stretch for critics of Netflix Inc (NFLX.O: Quote, Profile, Research), the movie delivery company that boasts a superstar chief executive, a stratospheric stock price and some 20 million subscribers.

Just ask Whitney Tilson, a well-regarded investor who late last year published 7,000 words detailing the reasons his fund bet big that Netflix shares would drop. Three weeks ago Tilson admitted he got it wrong — after the stock reached another new high — stating he was “no longer confident” in his thesis.

Mar 1, 2011

Analysis: Netflix short sellers may yet have their day

NEW YORK (Reuters) – It’s been a dismal stretch for critics of Netflix Inc (NFLX.O: Quote, Profile, Research, Stock Buzz), the movie delivery company that boasts a superstar chief executive, a stratospheric stock price and some 20 million subscribers.

Just ask Whitney Tilson, a well-regarded investor who late last year published 7,000 words detailing the reasons his fund bet big that Netflix shares would drop. Three weeks ago Tilson admitted he got it wrong — after the stock reached another new high — stating he was “no longer confident” in his thesis.

Feb 16, 2011

Comcast profit up, fueled by big-ticket services

NEW YORK, Feb 16 (Reuters) – Comcast Corp (CMCSA.O: Quote, Profile, Research, Stock Buzz)
reported higher-than-expected quarterly earnings as it
benefited from surging ad sales and signed up customers to
higher-priced packages of cable, voice and broadband service.

Comcast’s upbeat results — its subscriber growth was also
ahead of most expectations — came during a quarter in which
the company plowed resources into finishing its deal to acquire
NBC Universal. The deal closed in late January, adding a
broadcast network, cable networks like MSNBC and USA, theme
parks and a movie studio to Comcast’s lineup.

Feb 15, 2011

Apple rolls out digital subscription service

NEW YORK, Feb 15 (Reuters) – Apple Inc (AAPL.O: Quote, Profile, Research, Stock Buzz) is
launching a long-awaited subscription service for magazines,
newspapers, videos and music — a move that could dent the
fortunes of successful services such as Netflix and Hulu.

Shares of Netflix Inc (NFLX.O: Quote, Profile, Research, Stock Buzz) fell nearly 3 percent after
Apple unveiled plans for a subscription service that allows it
to keep 30 percent of fees from participating media companies.

Feb 9, 2011

Disney shares soar, following now familiar script

NEW YORK, Feb 9 (Reuters) – Walt Disney Co (DIS.N: Quote, Profile, Research) shares
rose 6 percent on Wednesday after its quarterly results put the
icing on a banner earnings season for top U.S. media companies

– all of them beneficiaries of a surging advertising market.
– all of them beneficiaries of a surging advertising market.

Feb 8, 2011

Disney shows all-around strength, profit surges

NEW YORK, Feb 8 (Reuters) – Walt Disney Co (DIS.N: Quote, Profile, Research, Stock Buzz) reported
better-than-expected gains in profit and revenue, reflecting an
improving economy that had consumers traveling to its theme
parks and businesses buying up ad time on its TV networks.

Disney, home to the ABC broadcast network, a suite of cable
channels, a movie studio and theme parks, reported earnings of
$1.3 billion, or 68 cents per share. That was up from $844
million, or 44 cents a share, in the period a year ago.

Feb 8, 2011

At Disney, cable television looks to rule the day

NEW YORK (Reuters) – Walt Disney Co investors will have plenty to celebrate if the company’s quarterly results follow the script written by the rest of the entertainment and media industry.

Shares of News Corp and Time Warner Inc. shot up 7 percent and 9 percent, respectively, after they posted quarterly earnings and upbeat outlooks last week.

Feb 7, 2011

Bridgestone is tops in Super Bowl advertising buzz

NEW YORK, Feb 7 (Reuters) – The polls are out, the critics,
academics and armchair ad executives have cast their votes and
the winners of this year’s Super Bowl branding battle have been
declared: Volkswagen, Bridgestone, Doritos and Bud Light.

The big loser? That may be the actual polls and reviews run
by USA Today, Kellogg School of Management, The Wall Street
Journal and Advertising Age.

Feb 7, 2011
via MediaFile

Super Bowl Monday: The view from armchair copywriters

Ahhh, Super Bowl Monday. The hangovers. The salsa stains on the sofa. The dreams of winning your office betting pool crushed. And the ad reviews. Yes, today is the day when everyone — many with little or no connection to advertising, football or tastemaking — puts out a list of the top Super Bowl commercials. Some are better than others. USA Today’s Super Bowl Ad Meter is probably the best known (and this morning had Bud Light’s Dog Sitter ad ranked tops). But two others that are very good gauges of the winners/losers of the Ad Bowl are TiVo and the Kellogg Super Bowl Advertising Review.

They take very different approaches to rankings.  TiVo ranks the most engaging moments “using aggregated, anonymous, second-by-second audience measurement data” while Kellogg goes with the panel approach that asks viewers to grade ads based on “Attention, Distinction, Positioning, Linkage, Amplification and Net equity.”

Feb 7, 2011

Chrysler and VW among winners in Super Bowl ad battle

NEW YORK (Reuters) – A Chrysler commercial featuring rapper Eminem and a lighthearted Volkswagen advertisement triumphed on Super Bowl Sunday, as the annual battle of the brands turned into an all-out marketing blitz by automakers.

A science-fiction-themed ad for Motorola’s new Xoom tablet computer was among the other spots praised by several marketing experts who watched this year’s Super Bowl, along with 100 million or so other Americans. Another popular spot came from E*Trade Financial Corp and featured its popular spokesbaby getting measured by his tailor Enzo, “the artiste behind my wardrobe.”