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GLG News by Online Advertising Experts (North America)

Analysis of: October Radio Revenues Down 7% (publications.mediapost.com)
Obviously there's a lot at stake; audience measurement and ad revenue for the stations. Realistically, this is a major step, going from traditional diaries to PPM's, corresponding results to date are not surprising.
Dan Rayburn, Principal and EVP
Dan Rayburn, Principal and EVP
StreamingMedia.com
Analysis of: Video CDN Market $450-$500 Million In 2007: Should Grow To $800 Million For 2008 (blog.streamingmedia.com)
As we near the end of 2007, I've seen a few reports estimating the CDN space to have been anywhere between $800 million and $1.4 billion for the year. The reports I have seen do not break out what specific "CDN" products they are talking to and how those numbers were calculated. So with that in mind,...
Dan Rayburn, Principal and EVP
Dan Rayburn, Principal and EVP
StreamingMedia.com
Analysis of: Analysts Covering Akamai Should Not Be Worried About AT&T (blog.streamingmedia.com)
This morning, I had about half a dozen e-mails from analysts asking about AT&T and their CDN business. Yesterday, at AT&T's analyst day they announced that they will grow their streaming and caching services by 6x and said they were going to increase their CDN capabilities. Because of this,...
Phil Akin, President and Chief Executive Officer
Phil Akin, President and Chief Executive Officer
Hellman Associates, Inc.
Analysis of: CSK Auto plunges on credit agreement news, analyst downgrade (www.smallcapinvestor.com)
CSK Auto can not "save" it's way to increased profitability. Pricing, morale, labor and merchandising issues need to be addressed, but driving traffic to the stores must occur at the same time. A short term strategy to drive trial will provide a cushion of time and revenues to implement more comprehensive...
Timothy O'Neil-Dunne, Managing Partner
T2Impact Ltd.
Analysis of: Airlines predict flat traffic over Christmas (www.msnbc.msn.com)
US Majors and all US based carriers in general face a series of threats to the growth of consumer spending in Travel. The long decline of the dollar is making the players attractive to overseas based investors particularly other airlines based outside of the USA. Unless you are a big gambler - the US...
Dan Rayburn, Principal and EVP
Dan Rayburn, Principal and EVP
StreamingMedia.com
Analysis of: Are All The New Internet CEO Changes A Sign Of VCs Getting Impatient? (blog.streamingmedia.com)
In the past three quarters, at least 27 vendors in the industry have had changes at the CEO level. While there are always changes in executive management, I don't recall there being that many new CEOs in such a short period of time in our industry. It begs the question, are VCs getting impatient and...
Dan Rayburn, Principal and EVP
Dan Rayburn, Principal and EVP
StreamingMedia.com
Analysis of: Pricing Pressure On Akamai and Limelight Overblown By Analysts (blog.streamingmedia.com)
Everywhere I turn, all I keep reading about is the "pricing wars" taking place in the CDN market and how much it is affecting Akamai and Limelight. Yet to date, I have not seen a single article in the media or from an analyst that actually mentions any real numbers or examples when it comes to the pressure...
Dan Rayburn, Principal and EVP
Dan Rayburn, Principal and EVP
StreamingMedia.com
Analysis of: Akamai Shows P2P Solution To Select Customers (blog.streamingmedia.com)
While no official announcement was put out by Akamai recently about their P2P offering, in late November in Munich Germany, Akamai showcased some of it's P2P offering for a very small select group of clients and partners. Based on what some of those customers have told me, Akamai stated that P2P traffic...
Dan Rayburn, Principal and EVP
Dan Rayburn, Principal and EVP
StreamingMedia.com
Analysis of: NBC Direct To Use P2P Video Delivery From Pando Networks (blog.streamingmedia.com)
In September, NBC announced that come this fall they would launch a new service, named NBC Direct, that would enable viewers to watch some of NBC's top TV shows as ad-supported downloads. While NBC plans to use many platforms to make their content available including iTunes, the move by NBC is essentially...
Dan Rayburn, Principal and EVP
Dan Rayburn, Principal and EVP
StreamingMedia.com
Analysis of: VeriSign Expected To Sell Their CDN Business (blog.streamingmedia.com)
A few weeks ago, VeriSign held they annual analyst day where they unveiled new details about the company's strategic direction for 2008. Their newly announced strategy is to sell a number of businesses in the company's portfolio, such as communications, billing and commerce and focus instead on their...

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