Mr. James Meyers MS. EBA

GLG News by Mr. James Meyers MS. EBA, Chief Executive Officer

GLG News is now G+ Insights

G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.

The Multichannel Cord Cutting Mystery

February 8, 2011

Analysis of:Hulu Reworks Its Script as Digital Change Hits TV - Hulu Online Cable Move? | online.wsj.com

1. To what extent does the "cord-cutting" phenomenon present a credible threat to the pay TV industry; or has the trend been oversimplified, overhyped and overstated.2. The digital terrestrial transition of 2009 drew many former over-the-air only viewers into the pay TV fold as the multichannel players, such as Comcast, Time Warner Cable and DISH, offered great incentives.

NBC Universal: Comcast’s Bargain Deal

December 3, 2009

Analysis of:Comcast, GE form new NBCU joint venture | www.telecompaper.com

The NBC U deal moves Comcast into the group of top 5 cable channel owners, alongside The Walt Disney Company, News Corporation, Time Warner and Viacom. The NBC broadcast network and its 10 owned and operated stations contribute a mere 10% of the new NBC U JV's pro-forma annual cash flow.

Coinstar’s Redbox Expands Relationships with Studios

August 31, 2009

Analysis of:Redbox Sues Studio Over Access to Films | online.wsj.com

Redbox’s future will ultimately be affected by a number of variables, starting with whether or not the Universal (NYSE: GE), Fox and Warner Brothers studios succeed in their struggle to create a kiosk release window.

With Financing in Place, DreamWorks to Produce Six Movies a Year

August 20, 2009

Analysis of:Spielberg Gets Funds to Start Up New Studio | online.wsj.com

DreamWorks is able to achieve what many Hollywood producers have been unable to do: secure new sources of film funding in financially difficult times.

Sony Pictures Signs Multiyear Agreement with Redbox

July 24, 2009

Analysis of:Studios Rethink Redbox | online.wsj.com

1. Sony Pictures (NYSE: SNE) has signed a multiyear deal to supply Redbox's (NASDAQ: CSTR) video rental kiosks. 2. Deal minimizes sell-thru of used Sony DVDs, while maximizing Sony non-theatrical titles.

Hulu’s Traction Causing Friction with Multichannel Operators

May 14, 2009

Analysis of:Disney Teams Up With Other Networks Online, Buying Stake in Hulu Site | online.wsj.com

1. As online viewership grows, Pay TV companies reconsider sharing their content for free     2. Multichannel companies such as Comcast (CMCSA), Time Warner Cable (TWC) and DIRECTV (DTV) pay cable networks billions of dollars each year to carry programming

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.

Broadcast TV Slump Translates to Cable Network Viewer Growth

March 26, 2009

Analysis of:TVB's Revised Spot Forecast: Down 7-11% | www.tvnewsday.com

1. Top 35 advertising supported cable networks have seen a 7% increase in total viewers this season while the broadcast networks are down 5%.      2.  There is a growing consensus among viewers that there is no real differentiation between broadcast TV and the top cable networks.

More than Recession Impacting Hispanic TV Ratings and Advertising

March 3, 2009

Analysis of:Harsh times for Spanish-language TV | www.medialifemagazine.com

1.    When U.S. Hispanics turn on their televisions over half are tuning to English language programs.        2.    Younger Hispanic viewers are not the only major segment in front of English language TV.

Will New French State TV Advertising Regulations Provide for TF1 and M6

February 25, 2009

Analysis of:TF1 Slumps Most Since 2001 on Sales Drop Forecast | www.bloomberg.com

1.      French state-owned television will be phase out commercials entirely by 2011, eliminating some $700 million in advertising revenue      2.      French TV ad spending was $4.6 billion in 2008. For 2009, ZenithOptimedia expects a 5% decline

New Chapter for Satellite Radio

February 19, 2009

Analysis of:Sirius XM, Liberty Reach A Deal | www.radioink.com

1. Sirius XM has 19 plus million devoted fans and lots of star power but has been unable to produce a profit.     2. Sirius XM has a total debt load of $ 3.25 billion   3. Echostar will do well since it is among the debt holders who will be paid off through the Liberty pact at a price considerably higher than when SATS acquired the notes

What the AT&T / DIRECTV Pact Represents for Consumers

February 13, 2009

Analysis of:AT&T/DirecTV do 'Quad Play' | www.lightreading.com

The AT&T partnership with DISH is officially over and the partnership with DIRECTV is now retail-ready

Global Advertising Forecasts Drop: An Indicator for Uncertain Times

October 1, 2008

Analysis of:Gap Widens in Online Advertising | online.wsj.com

1. Zenith Optimedia, Universal McCann, WPP, BMO Capital Markets, Oppenheimer, Lehman Brothers and eMarket all have announced downward revision of overall Ad spend for 2008           2. Nielsen Monitor-Plus: first-half U.S. ad spend declined 1.4 percent, compared with the same period in 2007, to $67.6 billion

MPAA to Fight Online Movie Piracy with Aggregation and Search Site

July 28, 2008

Analysis of:Court records: MPAA sought info on PirateBay founders | news.cnet.com

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 people to film.

High-Definition Is Changing the Multiplatform Marketplace

July 25, 2008

Analysis of:Verizon FiOS TV set to light up New York City | www.telecommagazine.com

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

Hispanic 1st Quarter Ad Spending Update: Growth Continues.

July 16, 2008

Analysis of:Hispanic Ad Spend Up 3% in '07 | www.adweek.com

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

3-D Cinema: A Three-Way Format War

July 3, 2008

Analysis of:Digital cinema 3-D | mkpe.com

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 exploited.

Two Studios Join Disney to Sell New Releases on Apple’s iTunes

April 17, 2008

Analysis of:Downloads king as iTunes tops U.S. music retailer | www.reuters.com

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.

HDTV Update for North America

December 26, 2007

Analysis of:Sharp teaming up with Toshiba for LCDs | news.yahoo.com

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.

Overall Ad Spending Is Down In 2007

September 19, 2007

Analysis of:Cable Takes a Ratings Hit | www.businessweek.com

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.

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