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GLG News by TV Advertising Purchasers

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July 28, 2008
MPAA to Fight Online Movie Piracy with Aggregation and Search Site
Analysis of: Court records: MPAA sought info on PirateBay founders | news.cnet.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. Motion Pictures Association of America site to link to any legal distributor such as Fandango, Xbox Live, Netflix, iTunes and Sony's PlayStation Store.      2.  Recent research conducted by the MPAA and Yahoo found that the internet plays a significant role in driving...
July 25, 2008
High-Definition Is Changing the Multiplatform Marketplace
Analysis of: Verizon FiOS TV set to light up New York City | www.telecommagazine.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. DIRECTV is the key factor in stimulating the HD market.    2.  For the MSOs and Telcos, Time Warner leads in terms of High-Definition feeds with 56 HD channels in the New York
July 16, 2008
Hispanic 1st Quarter Ad Spending Update: Growth Continues.
Analysis of: Hispanic Ad Spend Up 3% in '07 | www.adweek.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1.       Driven by political expenditure, Hispanic Ad spending continues to show strong growth.     2.       Spanish speaking areas of the US are expected to continue fuel advertising growth over the coming years
July 3, 2008
3-D Cinema: A Three-Way Format War
Analysis of: Digital cinema 3-D | mkpe.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1.    Real D, Dolby and NuVision battle it out over ease of use, technology and business model      2.    The number of 3-D Cinema installations is tiny compared to the total number of screens worldwide… there is an extensive market waiting to be...
April 17, 2008
Two Studios Join Disney to Sell New Releases on Apple’s iTunes
Analysis of: Downloads king as iTunes tops U.S. music retailer | www.reuters.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. Fox and Paramount “experiment” with new release sales on iTunes      2. Studios have hesitated to offer new releases for sale on iTunes due to pricing fears and the fear of Apple becoming al too powerful.
December 26, 2007
HDTV Update for North America
Analysis of: Sharp teaming up with Toshiba for LCDs | news.yahoo.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1.  Sharp recently regained the number one spot for sales of HD LCD TV’s from Vizio.  2. 60% households who are planning to purchase a new television in the next six months are planning to buy an HDTV set.      3.  DIRECTV is achieving strong HD growth.
Dirk AschmoneitOctober 4, 2007
Nutrisystem hits plateau. Is NTRI the next diet fad after Atkins?
Analysis of: NutriSystem, Inc. Reports Preliminary Third Quarter 2007 Results, Authorizes Additional Share Repurchases and Establishes $200 Million Credit Facility | biz.yahoo.com
Author: Dirk Aschmoneit, Director of Food & Retail Marketing, Jenny Craig, Inc.
Evaluation of NTRI Q3 performance: Q3 underperformance is not an indicator of a fad diet. Competition and lack of new campaign are primary drivers of recent performance. However, this might be an early indicator that NTRI is done with their steep growth phase and enters into the maturity phase with...
October 3, 2007
How will Sky react if they sell stake in ITV?
Analysis of: BSkyB may sue if it has to sell ITV stake | media.guardian.co.uk
Author: GLG Expert Contributor
1. Sky's stake into ITV was seen (at the time) to be a major coup for the corporation. 2. It was designed to block their main rival (ie - Virgin) from taking a stake in the largest broadcaster in the UK. 3. It also gave them a say in ITV's future. Will this potential ruling lead to Sky opening...
September 19, 2007
Overall Ad Spending Is Down In 2007
Analysis of: Cable Takes a Ratings Hit | www.businessweek.com
Author: James Meyers, Chief Executive Officer , Alpha Media
Viewer-ship is down at the broadcast TV networks.   The new Nielsen ratings system may have an equalizing effect on the flight of ad dollars from broadcast to cable TV.
September 17, 2007
FiOS Beats the Competition Again
Analysis of: AT&T U-Verse: 100,000 and Counting | gigaom.com
Author: James Meyers, Chief Executive Officer , Alpha Media
FiOS concentration on customer satisfaction is translating into very low churn.     FiOS TV is top in customer satisfaction with DirecTV second, Dish Network third, Comcast tied with AT&T U-verse in fourth place, followed by Cox, Cablevision, Time Warner, and Charter.

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