Analysis

Inside The Deals: Reed Elsevier Tests The Market - 1 Comment
Posted By Steve Rosenbush - Tue 11 Mar 2008 06:43 AM PST

Ed’s Note: Welcome to Inside The Deals, a weekly column about M&A in the media written by veteran business journalist Steve Rosenbush. Steve is based in New York, and previously…

The Impact of Online Recommenders: Reinforcing The Head; Facebook Apps As An Example? - 0 Comments
Posted By Rafat Ali - Sun 07 Oct 2007 04:49 PM PST

An interesting research paper out of Wharton about the effect of online recommendation services and their users and the theory that they tend to drive consumers to concentrate their purchases…

Exclusivity and Control in Content Deals - 0 Comments
Posted By Rafat Ali - Tue 04 Sep 2007 05:31 PM PST

An excellent (though academic) paper by Andrei Hagiu, an assistant professor at Harvard Business School about the various models involved in content distribution deals, and the industry’s propensity for exclusive…

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Operational Challenges in Managing Digital Media Strategies - 1 Comment
Posted By Rafat Ali - Wed 22 Aug 2007 08:28 PM PST

An interesting white paper from KPMG, titled ”The Digital Bubble - Balancing Operational Challenges with Growth”, which focuses on the operational challenges for big media companies buying the fast-growing digital…

Lauren Rich Fine On NWS-DJ: The Devil You Know - 0 Comments
Posted By Staci D. Kramer - Tue 31 Jul 2007 12:05 PM PST

Newspaper and internet analyst Lauren Rich Fine retired earlier this year after 19 years with Merrill Lynch. Today she takes us up on an open invitation to write about industry…

Audio: LA Mid-Year Digital Media Review - 0 Comments
Posted By Rafat Ali - Sun 29 Jul 2007 06:24 PM PST

Our LA Mid-Year Digital Media Review Panel at the WGA Theater last week featured five execs who discussed a range of issues in the digital media industry, and included: Deanna…

Aggregation & Context in The Video World And Threat To Media Companies - 2 Comments
Posted By Rafat Ali - Sun 15 Jul 2007 08:05 PM PST

Late last year Bear Stearns analyst Spencer Wang came out with a report on Long Tail, and how the content and distribution value chain will get affected by the rise…

Weekend Viewing: New Media Academic Summit Videos - 1 Comment
Posted By Rafat Ali - Sat 09 Jun 2007 12:49 PM PST

If you want to watch some half-constipated media execs, journalists and academics discuss this thing called “new media” and how to “deal with it” (not their words, my paraphrasing), watch…

The Digital Consumer: Digital Media Trends in 2007 - 1 Comment
Posted By Rafat Ali - Sun 07 Jan 2007 06:59 PM PST

Oppenheimer & Co., the investment bank, has come out with a 92-page digital media research report from its analysts, examining what they consider the top 10 themes for 2007, and…

This Thing Called Scaling - 3 Comments
Posted By Rafat Ali - Sun 03 Dec 2006 03:26 PM PST

Scott Karp, one of the deep thinkers about the issues and problems with media businesses, has written a nice piece titled ”Content Businesses Don’t Scale Anymore”, where he argues that…

Why Aggregation & Context and Not (Necessarily) Content are King in Entertainment - 7 Comments
Posted By Rafat Ali - Mon 27 Nov 2006 08:52 PM PST

Bear Stearns analyst Spencer Wang has come out with a report on, well, Long Tail, but this one focuses on what he calls the mid part of the content and…

Bubble Or Not, Here I Come, You Can’t Hide - 0 Comments
Posted By Rafat Ali - Wed 12 Jul 2006 09:08 PM PST

JPMorgan’s digital media team has come out with another edition of its monthly newsletter, and an interesting powerpoint about the topic which has no clear answer: Is this Web 2.0/Digital…

Sorrell’s Reductive Reasoning For Digital Skepticism - 0 Comments
Posted By Rafat Ali - Mon 05 Jun 2006 10:07 AM PST

Martin Sorrell, the CEO of the world’s biggest ad group WPP Group, has written a strange opinion column in UK’s Times, in what can only be described as his naive…

Open-Up, For Your Own Sake: The Convergence Imperative - 0 Comments
Posted By Rafat Ali - Tue 04 Apr 2006 07:06 PM PST

PwC has come out with a report asking media and telecom companies to adopt open business models, for their own sake, and says that a new, more fluid and transparent…

King Content: Big Media’s Struggle With Digital - 0 Comments
Posted By Rafat Ali - Fri 20 Jan 2006 05:02 AM PST

So it has reached the cover of The Economist: big media’s struggles with the digital world, but the stories warn against writing off Hollywood and the big media groups just…

Meeker’s Game Changers - 0 Comments
Posted By Rafat Ali - Fri 02 Dec 2005 09:13 AM PST

Mary Meeker made a presentation at the Stanford Graduate School of Business two weeks ago and this is a PDF of her presentation...a 60-page PDF outlining what her team thinks…

The Alphabet Soup of Digital Media - 0 Comments
Posted By Rafat Ali - Wed 30 Nov 2005 10:14 PM PST

The Hollywood Reporter has a series of stories on digital media today, and though nothign really groundbreaking, it has some good bits. For instance, in the story linked above, Diane…

Digital Convergence Is Back - 0 Comments
Posted By Rafat Ali - Wed 09 Nov 2005 01:13 PM PST

Deloitte has released a 16-page report on the convergence industry and how it is changing the basic structure of media, telecom and technology industry. The real convergence is happening now…

Traditional Media Joining the Digital Party - 0 Comments
Posted By Rafat Ali - Sat 17 Sep 2005 09:10 PM PST

Merrill Lynch analyst Jessica Reif Cohen came out with a research note earlier this week, after listening to presentations at the firm’s Media & Entertainment conference...the note talks about how…

Outgoing Viacom CFO On Changing Media Landscape - 0 Comments
Posted By Rafat Ali - Mon 29 Aug 2005 09:10 PM PST

Viacom CFO Richard Bressler, who will retire in March 2006, when his current contract is up, sees few ways that media companies can outspend tech/portal companies like Google and Yahoo.…

More On Google Fundraising Drive - 0 Comments
Posted By Staci D. Kramer - Thu 18 Aug 2005 07:10 PM PST

As you might imagine, everyone has something to say about Google’s registration for a stock offering that could raise $4 billion. Consider the initial IPO last August brought in $1.7…

The Digital Media Universe & Definitions - 0 Comments
Posted By Rafat Ali - Mon 01 Aug 2005 11:09 AM PST

Rutberg & Co, an investment bank focusing on wireless and technology sectors, has come out with a “framework” for the digital media industry, its attempt to “define” the industry. Unfortunately,…

Media Stocks & Digital Future - 0 Comments
Posted By Rafat Ali - Sun 31 Jul 2005 07:08 PM PST

A good story in NYT about the languishing media stocks, and which companies are poised to be growth stocks of the future, transforming to the digital age. Analysts have differing…

New Media Don’t Get No Respect - 0 Comments
Posted By Rafat Ali - Fri 29 Jul 2005 09:08 AM PST

And this is new? Traditional media executives attending Herb Allen’s exclusive Sun Valley summit this month didn’t exactly flock to the so-called new media moguls, whose emerging venues could be…

Earnings: Analysts On Yahoo 2Q05 - 0 Comments
Posted By Staci D. Kramer - Wed 20 Jul 2005 11:09 AM PST

Yahoo announced its ninth record quarter yesterday and promptly got smacked by the Street; the stock is down 11.29 percent to $33.47 as I type because analysts had higher expectations…