25 most recent entries:
Yahoo and Intel Attempt Marriage of Internet and TV (Aug 22 2008 07:37 GMT)
Seth Gilbert submits:Convergence is the keyword and just about every media and technology company with a chip in the game is betting on it through some form of technology or content integration. Wednesday at the Intel Developers Conference, the biggest news among many announcements was the surprise pitch that Intel (INTC) and Yahoo (YHOO) are joining together in a tie-up aimed at grabbing one of the biggest prizes: the marriage of Internet interactivity and traditional TV. They’
Document Security Systems: Running Out of Time (Aug 17 2008 08:41 GMT)
Carl Hanratty submits:Document Security Systems (AMEX:DMC), a company built on overly-promotional deals and an unblemished history of financial failure, has recently announced several new operational initiatives as well as their second quarter 2008 results.Unfortunately for shareholders, these appear to be the last gasps of a company whose days are limited.Complete Story »
Icahn Capital Boosts Stake in MOT, Cuts TWC, Shows EMIS Stake (Aug 17 2008 08:39 GMT)
Lon Juricic submits: Carl Icahn's Icahn Capital hedge fund released its 13F for the quarter ended June 30, 2008. Below are some notable moves: Lifted his Motorola Inc. (MOT) stake from 115,649,600 shares to 144,119,843 shares Showed a new small 86,430 share stake in Emisphere Technologies, Inc.
Sirius Benefits of an iPhone App (Aug 15 2008 08:00 GMT)
Brandon Matthews submits: There seems to be a lot of excitement surrounding a new Sirius XM (SIRI) application for Apple's (AAPL) iPhone. Sure it’s nice to have another way of receiving the Sirius XM service on a device that has sold millions and will probably sell tens of millions more by Christmas, yet it will probably not result in any new subscribers to Sirius. So what can the iPhone do for Sirius XM?
What Will the Future Hold for SIRI-XM? (Aug 15 2008 07:55 GMT)
Gino Lattarulo submits:You have to wonder what Mel Karazmin has up his sleeve next now that he has managed to pull off the merger of the decade. Now of course comes the enormous task of convincing Wall Street that satellite radio is a profitable enough business to keep the naked shorting wolves at bay. Although it is encouraging that short interest in SIRIXM (SIRI) (I PRONOUNCE THEE SERICKSUM) has been cut in half recently, it doesn't exactly fill me with warm fuzzy thoughts either. After all, shorting is what has pounded this stock into dust in the last 30 days.
Media Stocks Roundup: IAC, Time Warner, Viacom, News Corp. (Aug 13 2008 18:44 GMT)
Sramana Mitra submits: The recession seems to be hurting media stocks as well. Here are some recently reported Q2 earnings. We did a deep dive on IAC ( IACI) last Fall and recommended major restructuring which is now under way. The company’
Sirius XM 2009 Debt Is a Non Issue for Investors (Aug 12 2008 11:46 GMT)
Brandon Matthews submits: A lot of noise is being made these days by people regarding certain convertible debt that SIRIUS XM (SIRI) has coming due in 2009. I have no problem admitting that I for one, am one of those unsophisticated investors we’ve heard about lately.
Mel Karmazin Delivers in Mad Money Interview (Aug 12 2008 11:36 GMT)
Brandon Matthews submits: Monday's Mad Money appearance by Mel Karmazin may be the single most important interview for every Sirius XM (SIRI) investor, ever. As the bottom was again tested at 1.32 on Friday, this was a must win for Mel Karmazin. I must say that in my opinion, Mel delivered and
Globalstar, Inc. Q2 2008 Earnings Call Transcript (Aug 12 2008 04:31 GMT)
Globalstar, Inc. (GSAT) Q2 2008 Earnings CallComplete Story »
Carmike Cinemas Q2 2008 Earnings Call Transcript (Aug 11 2008 23:20 GMT)
Carmike Cinemas, Inc. (CKEC) Q2 2008 Earnings CallComplete Story »
Knology, Inc. Q2 2008 Earnings Call Transcript (Aug 11 2008 20:09 GMT)
Knology, Inc. (KNOL) Q2 2008 Earnings CallComplete Story »
DISH Network Falls Off the Roof (Aug 11 2008 19:00 GMT)
Shelly Palmer submits: DISH Networks (DISH) Q2 profits were up. Unfortunately, 25,000 subscribers went missing. The company blamed the drop in subs on weak economic conditions, aggressive promotional offerings by their competition, the heavy marketing of HD service by their competition, the growth of fiber-based pay TV providers, signal theft and other forms of fraud, and operational inefficiencies at DISH Network - at least, that’s what the 10-Q said.
Earnings Preview: Macrovision Solutions (Aug 06 2008 19:14 GMT)
Macrovision Solutions (MVSN) is expected to report Q2 earnings after makret close Thursday, August 7, with a conference call scheduled for 5:00 p.m. ET. GuidanceThe consensus estimate is 22c for EPS and $149.
Time Warner Cable Inc. Q2 2008 Earnings Call Transcript (Aug 06 2008 18:57 GMT)
Time Warner Cable Inc. (TWC) Q2 2008 Earnings CallComplete Story »
Gaylord Entertainment Co. Q2 2008 Earnings Call Transcript (Aug 05 2008 20:23 GMT)
Gaylord Entertainment Co. (GET) Q2 2008 Earnings CallComplete Story »
Sirius Stock Up as CEO Buys Two Million Shares (Aug 05 2008 09:46 GMT)
Ron Haruni submits:Peter Lynch theorizes that “insiders might sell their shares for many reasons, but they buy for only one: they think the price will rise.”
Local TV Ad Plunge: What Would Google Do? (Aug 05 2008 09:13 GMT)
Diane Mermigas submits:Local TV broadcasters besieged by an advertising freefall and maneuvering the transition to digital have to be asking themselves: "What would Google do?"
CEO Mel Karmazin Buys 2 Million Sirius XM Shares (Aug 05 2008 09:10 GMT)
Tyler Savery submits: By Brandon Matthews I didn’t think it was possible, but I am actually more excited about this insider stock purchase by Mel Karmazin than I was following the approval of the merger. This could not have come at a better time for Sirius (SIRI) and its investors, as the stock has been in free-fall mode lately.Complete Story »
McGraw Hill-Ryerson: Worth a Closer Look (Aug 05 2008 09:03 GMT)
Barel Karsan submits: McGraw Hill-Ryerson primarily publishes and distributes educational products including conventional printed textbooks and digital media products. This company is a subsidiary of the McGraw Hill Companies (MHP), incorporated for operation in Canada. You most likely have used one of its products since the company focuses on education and covers the elementary and secondary schools, colleges and universities and professional programs. It has the full spectrum of education covered and has dominated the educational market for many years.
Satellite Radio vs. the Competition (Aug 05 2008 08:38 GMT)
Gino Lattarulo submits:There has been much speculation concerning the future of satellite radio and the competition it faces from the likes of iPod and Internet radio. Lets break it down. iPodComplete Story »
Ads Are the Focus in the Midst of Media Earnings (Aug 05 2008 08:12 GMT)
Julia Boorstin submits: We're mid-way through media earnings, and a distinct trend is emerging: weakness in local ad markets is now spilling over to national cable and broadcast advertising. It hit Viacom (VIA), Disney (DIS), and CBS (CBS), and is likely to also hit News Corp. (NWS), which reports today, and Time Warner (TWX) on Wednesday.
Too Late for Newspapers to Turn the Tide? (Aug 05 2008 08:00 GMT)
Ashkan Karbasfrooshan submits: For about a couple of years now, I’ve been telling newspaper executives - both privately in discussions and publicly on this blog - that they should rush to scoop up the most promising online video content startups (75%) and online video technology (25%) players that fit well with their strategies because it’s their only salvation.
New Court Ruling a 'Big Win' for Cable (Aug 04 2008 20:57 GMT)
Eric Savitz (Barron's) submits: In a stunning ruling that has huge implications for the cable industry, the U.S. Court of Appeals in New York has cleared the way for Cablevision (CVC) to offer so called “network DVRs,”
DISH Swoons as Churn Spikes (Aug 04 2008 20:02 GMT)
Eric Savitz (Barron's) submits: DISH Network (DISH) shares dropped sharply this morning after the satellite TV company reported some disturbing subscriber data for Q2. For the quarter, the company posted revenue of $2.91 billion, right in line with expectations, and profits of 75 cents a share, nicely above the Street consensus at 60 cents.Complete Story »
Sirius: A Near-Term Struggle? (Aug 04 2008 19:57 GMT)
Eric Savitz (Barron's) submits: Sirius XM Radio (SIRI) shares were down sharply this morning after J.P. Morgan’s Barton Crockett picked up coverage of the company with a Neutral rating, warning that the shares face “
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