All GLG News Analyses Filed Under: Media

Why Mindshare?

June 8, 2009

Analysis by: GLG Expert Contributor

Analysis of:WPP’s Mindshare To Win £100m Zurich Account | www.bdrecruitment.com

Finantial reasons for the change or just a common change

Disney's Cost Cutting Now Reduces Flexibility

June 4, 2009

Analysis by: GLG Expert Contributor

Analysis of:Disney's Hopes Are High for 'Up' | online.wsj.com

The WSJ article focuses on Disney’s release of “UP,” however reviews the greater implications of a strategy of reduced film releases.  The implications of this strategy tie performance more significantly to the results or each film giving Disney, perhaps, less flexibility.  This, however, has been building for years as Disney has tried to boost near-term profits.  Perhaps a result of the near-term profit orientation rather than a balanced strategy to build a sustainable, long-term profitable growth plan.  

The Vietnamese broadcasting industry is picking up

June 4, 2009

Analysis by: GLG Expert Contributor

Analysis of:Vietnamese TV: A cut-throat business | www.lookatvietnam.com

Following the accession to the WTO in 2007 the television broadcasting industry has been open to foreign and local private investments. Since the joining of the WTO, the total number of TV channels (both local and foreign) doubled. The number of local channels grew from 60 in 2006, to 80 by 2009.

THE TELEVISION UPFRONTS AND THE US HISPANIC NETWORKS

June 1, 2009

Analysis by: GLG Expert Contributor

Analysis of:GOOGLE CASHES IN AT TELEVISION UPFRONTS | news.cnet.com

While there is great emphasis from financial analysts and the press on the Upfronts in relation to the general market it is wise to more carefully analyze the content strategies and related financial issues for the US Hispanic market television and cable networks.

Success Riding on a Balloon Flight

June 1, 2009

Analysis by: GLG Expert Contributor

Analysis of:Disney's Hopes Are High for 'Up' | online.wsj.com

A successful Disney or Pixar animated film has huge implications on the company beyond the Studios.  Disney is banking on a 10th hit from Pixar to help drive sales to other owned entities that add to the bottom line.  Like Lion King and Beauty & the Beast, box office ticket sales are only the beginning.

THE NUMBERS BEHIND WHATEVER GLAMOUR IS LEFT OF THE 2009 - 2010 TELEVISION UPFRONTS

May 28, 2009

Analysis by: GLG Expert Contributor

Analysis of:V Networks 'Upfront' About Their 2009-10 'Genre' Plans | www.newsarama.com

The  2009 – 2010 Upfronts represent a classic supply and demand between buyers and sellers trying to maximize value obtained and revenues on each side.  

CLASH AMONG TITANS OR A RATIONALIZATION OF THE MEXICO MEDIA MARKET AMONG ITS EXISTING OLIGOPOLIES

May 26, 2009

Analysis by: GLG Expert Contributor

Analysis of:Clash of Media Titans Benefits Mexican Consumer | www.forbes.com

Are there a real changes occurring in competition in the Mexico media and telcom industries which benefit consumers or are price point reductions a short term rationalization responsive to the growing traction of new and mobile media?  

Alan AlbarranProfessor and DirectorUNIVERSITY OF NORTH TEXAS

Another Broadcast Group Seeks Chapter 11 Protection: ION Media

May 22, 2009

Analysis of:Ion Media Files Bankruptcy With Deal to Swap Debt for Equity | www.bloomberg.com

An article on Bloomberg details a new restructuring plan by ION Media through bankruptcy protection.

Alan AlbarranProfessor and DirectorUNIVERSITY OF NORTH TEXAS

Pandora's Amazing Run Continues

May 22, 2009

Analysis of:More audio ads coming to Pandora | www.rbr.com

Pandora CEO suggests more advertising is coming to one of the most popular applications for smartphones.  This is not good news for the radio industry.

What's Next for Nintendo

May 21, 2009

Analysis by: GLG Expert Contributor

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

The things that need to be included in Nintendo's next console are all mostly obvious. Better graphics, HD output, backwards compatibility, more internal storage, better online features, etc; it's all pretty basic stuff. I don't expect Nintendo to make a powerhouse console like the competition is no doubt planning, but it still needs to be a major leap forward from the Wii, which is going to look very dated by the end of the console cycle. I'm sure that Nintendo will continue the motion control route with a more refined evolution of the current Wii controller. I would expect even fewer buttons (I can hear you all groan) and a more accurate motion and pointer system. Nintendo also needs to consider newer media choices, which would probably involve a proprietary high-capacity disc, since Nintendo is unlikely to ever embrace Blu-ray. I really expect to see an extension of the Wii concept overall, just with more refinement and power, all wrapped up in a slick little package.

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