All GLG News Analyses Filed Under: Media

Comcast vs. NFL: Color Commentary

April 20, 2009

Analysis by: GLG Expert Contributor

Analysis of:MediaPost Publications The Comcast/NFL Legal Battle: Should There Be Ratings Criteria For Cable Operator/Cable Network Deals? 04/20/2009 | www.mediapost.com

A new storm is brewing in the traditional battle between cable operators and programmers, the winds of which are coming out proceedings at the FCC.  While there is much speculation on how the case will ultimately be resolved, one thing is for sure; the "battle of the titans" between Comcast and the NFL raises questions as to whether new networks are entitled to carriage on cable networks, and what is "fair market value" for a cable network negotiating for carriage on a cable system.  In the end, is it really a "fair market" for cable programming?

P.J. LouisPresidentPJ Louis LLC

Nintendo and Gaming – An Opinion From a Telecom Professional

April 20, 2009

Analysis of:Nintendo Loses Some of Its Luster | online.wsj.com

To me gaming is a new form of telecom content that is making its way into the cellular handset.

Alan AlbarranProfessor and DirectorUNIVERSITY OF NORTH TEXAS

Digital Audio Growing Fast--Especially Among Younger Demographics

April 20, 2009

Analysis of:'Infinite Dial' Study Shows Online Audience Growing Fast | www.radioink.com

The latest version of the Arbitron/Edison Media "Infinite Dial" Study is out, showing explosive growth among digital audio platforms, especially for younger demographics.

Even If A Money Maker, A Ghastly Idea - Google and Big Brands

April 17, 2009

Analysis by: GLG Expert Contributor

Analysis of:Susan Boyle on Britain's Got Talent! - A wake up call for traditional media and Google? | tinyurl.com

The outpouring of enthusiasm and joy about Susan Boyle's performance of a very challenging song from Les Miserables had nothing to do with branding, and there could well be a backlash if the highest paying major brand(s) tried to coopt this type of moment as the article proposes.

A wake up call for traditional media and Google?

April 16, 2009

Analysis by: GLG Expert Contributor

Analysis of:Susan Boyle on Britain's Got Talent! - A wake up call for traditional media and Google? | tinyurl.com

The new models of online media, search and social networking are all looking to monetise after the fact. How much is being lost in the meantime and where should the smart money be to take advantage of opportunities highlighted in this article!

Alan AlbarranProfessor and DirectorUNIVERSITY OF NORTH TEXAS

Radio Valuations in Decline. Can the Industry Reverse the Trend?

April 15, 2009

Analysis of:BIA Advisory Services Sees Growth in Radio Valuations Dependent on Industry’s Ability to Transform into an Expanded Operation | www.bia.com

In 2008 the total value of radio station sales was less than $1 billion for the first time since 2001.  This continuing decline is problematic for an industry struggling to gain a foothold in the digital era.

’The reports of my death have been greatly exaggerated’

April 14, 2009

Analysis by: GLG Expert Contributor

Analysis of:Nintendo Loses Some of Its Luster | online.wsj.com

Nintendo is far from losing "some of its luster".  Those that have underestimated Nintendo have been sadly mistaken.  Nintendo is a 120-year old company that has focused almost exclusively on games and gameplay.  Several larger companies have made the mistake of underestimating Nintendo and then paying the price for it, in terms of market share and overstocked inventory.

Televisa vs. Univision and What The Next Episode Means

April 14, 2009

Analysis by: GLG Expert Contributor

Analysis of:Univision and Televisa kiss and makeup...well, until the next episode | reporter.blogs.com

The outcome of the new media rights ownership for Televisa's content in the US market will have a significant impact on both companies and specifically will be very telling as to their potential relationship past 2017.

James MeyersChief Executive Officer Alpha Media

3-D Cinema to Add $1 Billion to Box Office Revenues

April 13, 2009

Analysis of: 'Monsters vs. Aliens' in 3-D: Taking filmmaking to another dimension | www.latimes.com

1.   Year to date domestic box office revenues are 14% higher than the record year of 2008         2.    Driven by 3-D, 2008 saw a 33% year-to-year rise in the number of digital screens available worldwide.

Restructuring opportunity for newspapers

April 13, 2009

Analysis by: GLG Expert Contributor

Analysis of:US newspaper owners ratchet up pressure on organized labor | www.boston.com

A perfect storm encompassing dramatic changes in consumer behavior, disruptive technologies stimulating new competition, and the global economic recession is battering the long-complacent newspaper publishing sector. Publishers are simultaneously challenged by declining revenue, anachronistic cost structures, and unsustainable capital structures that are a legacy of better times, and are taking drastic measures for self-preservation. Despite these challenges, they retain important competitive advantages which -- if they can survive the short-term -- can result in entities which once again provide attractive cash flow to investors who take advantage of deeply discounted asset and enterprise valuations.

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