By: Compiled from Multiple Sources (02/17/2012)
Analysts are softening their forecasts for some of the old guard while recent media IPOs are looking really strong in 2012.
Read More| HOME | WALL STREET REPORT | THINKTANK | CLASSIC JACK | SUBSCRIPTION INFO | PORTFOLIO COMPANIES | MEDIA BUSINESS REPORT | ECONOMIC FORECASTS | RESEARCH |
Analysts are softening their forecasts for some of the old guard while recent media IPOs are looking really strong in 2012.
Read More
With five of seven big media firms reporting, there's been relatively good earnings news, driven by a finicky and volatile film business.
Read More
The media industry continues to show signs of both strength and weaknesses in this very challenging economic environment.
Read More
Markets were mixed this week with bright spots like Apple's blowout earnings and poor marks for Google's miss.
Read More
While investors cheered Yahoo's news, this week's darkened Internet may foreshadow a tough earnings season for media stocks.
Read More
CES stole the spotlight this week as much of Wall Street was in attendance, analyzing trends and business drivers of the media industry for 2012. Last week I wrote about Wall Street's revised projections for the media industry (growing more risk-averse). Next week, in my Jack Myers Media Business Report (subscribers-only) I'll drill down on the major takeaways from the Consumer Electronics Show held in Las Vegas. Coinciding with CES, Wall Street spent this week making their top media picks and highlighting trends for 2012. Here's what went down:
Read More
2011 was a great year for the media industry and while the economic future is a bit cloudy, new technologies, distribution platforms, and enlivened competition will make for a very interesting next couple of years.
Read More
The Chinese media market looks poised for growth and one player appears to be gearing up for a major expansion. In a strange turn of events, biotech firm AlphaRX (ALRX) announced that the company -- changing tack -- will begin developing a digital media business focused on the Chinese market. "We are very confident that this shift is the right direction to follow. AlphaRx will become a leader in the complex category of digital marketing to Chinese consumers," AlphaRX's CEO Michael Lee said in a recent statement.
Read More
Media firms are expanding into telecommunications and vice versa. Moves this week show the chess game being waged to control content, measurement, and distribution.
Read More
In a relatively quiet, post-earnings week, analysts spent some time readjusting their forecasts and recommendations...
Read More
I just started my second semester teaching a weekly class on The TV Industry, at NYU/Stern School of Business. There are 70 undergraduate students in the class, all between 18 and 21, of varying ethnic and region origin, but (I'd say) pretty much uniformly upper middle class.
Read More
In the last ten years, technology has helped Israeli wine-makers improve quality and earn global recognition. Kosher wines can now be produced without traditional "mevushal" methods, whereby wine is boiled and pasteurized to remove impurities. In 2011, the wine world took note. Israel's two largest exporters, Golan Heights and Carmel, each won prestigious awards- "Best Wine Producer in the World" (Vinitaly) and "Best Red Rhone Varietal, over GBP10" (Decanter World Wine Awards) (http://www.decanter.com/dwwa). To mark this week's Israwine Expo 2012, it is worth reviewing recommendations from the 2012 edition of "Rogov's Guide to Israeli Wines", the definitive source about Israeli wine. The lists below are in honor of Daniel Rogov, wine critic at Haaretz since 1984, who recently passed away. As he noted in his own obituary, "Wine and food to me are not simply things that enter our body. They are a reflection of our anthropology, history, psychology, social needs and, of course, pleasure".
Read More