All GLG News Analyses Filed Under: Media

Paid circulation at most newspapers is falling.  Newsstand sales are falling fastest of all.   While lower circulation levels help publishers cut costs now, they also reinforce advertisers' negative perceptions of the category

Results for Q3 of 2007 show a growth of 23.7 per cent to 4,173,395 compared with Q3 of 2006 (up 20.2 percent compared to Q2 2007). The growth is owned soley to subscribers of the Bundesliga package of Premiere. Despite this growth and a reduction in cost by 4.6 per cent (Q3 2007: Euro 222.5 million;...

A possible take over premium of about 20 per cent above the current share price is hard to justify. Current market capitalization of ITV plc is almost 11 times the average expected EBITDA for 2007 (and still more than 10.5 times for the average expected EBITDA for 2008) by analysts. Yesterday rumors...

I had been a naysayer of Verizon’s FiOS content strategy. I, like so many others, had said that Comcast had a much larger territory and could serve so many more people than Verizon. However, I had forgotten a critical element about Verizon’s strategy; they don’t care about serving everyone, Verizon...

WSJ.com is continuing to promote its paid growth.  But new subscribers are "paying" little or nothing to access the site.  Rupert Murdoch will move quickly to make the site free -- making the Journal a bigger player in the global debate, and the global ad market.

Kabel Deutschland (KDG), the largest German cable tv network operator with more than 9.5 million cable tv households has secured the financing for the acquisition of another 1.2 million cable tv households from the Orion group for Euro 585 million. KDG will receive up to Euro 650 million from a Senior...

Loss of inventory control can lead to lower revenues.

The 2007 third quarter earnings for Comcast have implications for “cable’s clout” and selling beyond basic video services.  Instead of digital voice and TV, the target market has become subscribers for high- speed Internet access.

Implications are that Verizon is making progress in freeing up the MDU market which in New York according to Clinton accounts for 20 million people.  This means as I previously stated Verizon will target Cable's premium customers.  The Clinton letter of support is good news for Verizon and...

.- Violation of free speech rights .- Violation of the right to be informed .- Violation of the right to differ .- Violation of the right of free enterprise