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- Will Carriers Save the Subscription Music Business?
- Eric Savitz (Barron's) submits: The news this week that Napster is relaunching with a $5-a-month subscription plan that includes 5 free MP3 downloads would appear to be a troubling development for RealNetworks‘ RNWK rival Rhapsody service, which will set you back $13 a month for a streaming service that...
- External links 2009-05-24
- Netflix: Movie Studios Pose Greatest Threat
- Eric Savitz (Barron's) submits: Oppenhemer analyst Jason Helfstein launched coverage of Netflix NFLX Wednesday morning with a Perform rating and a $35 price target, below Tuesday’s closing price at $39.60. His thesis is that, while the company has carved out a successful niche, with 7% of the home video...
- External links 2009-05-13
- Netflix: Video Streaming Could Reduce Profits
- Eric Savitz (Barron's) submits: Credit Suisse analyst John Blackledge Friday morning launched coverage of Netflix NFLX with an Underperform rating and a $31 price target, well below yesterday’s close at $40.50. His thesis is that the company’s video streaming initiative could prove to be a drag on...
- External links 2009-06-05
- Daktronics: Didn't Score So Well in Q4
- Eric Savitz (Barron's) submits: Daktronics DAKT, which makes scoreboards, electronic billboards and other large-scale digital displays, Tuesday morning posted weaker-than-expected results for its fiscal fourth quarter ended April 30. The Brookings, South Dakota-based company posted revenue of $121.8 million and a profit of 1 cent a share;...
- External links 2009-06-02
- Is YouTube a Threat to Netflix?
- Eric Savitz (Barron's) submits: Has Google’s GOOG YouTube unit become a threat to Netflix NFLX? Lazard Capital analyst Barton Crockett thinks so. He launched coverage of Netflix Tuesday with a Sell rating and $34 price target - well below Monday’s close at $49.61 - on the theory...
- External links 2009-04-21
- Netflix Attractively Valued After 15% Correction
- Eric Savitz (Barron's) submits: Netflix NFLX is getting rave reviews Monday morning from Citigroup’s Mark Mahaney, who upped his rating on the stock to Buy from Hold, while lifting his price target on the stock to $52, from $37. Mahaney notes that the stock has corrected 15%...
- External links 2009-04-27
- Liberty Entertainment and DirecTV to Merge
- Eric Savitz (Barron's) submits: In the latest bit of financial alchemy from billionaire investor John Malone, DirecTV DTV is going to merge with its largest shareholder, the Malone vehicle called Liberty Entertainment LMDIA. This is a complicated deal, as Malone deals often are. It starts with the...
- External links 2009-05-04
- DISH Q2: Major Miss on EPS, But Shares Rise on Subscriber Growth
- Eric Savitz (Barron's) submits: DISH Network DISH shares are trading higher on stronger than expected Q2 subscriber growth. For the quarter, the satellite TV service provider posted revenue of $2.904 billion, just below the Street consensus of $2.91 billion, and down 0.4% from a year ago. EPS...
- External links 2009-08-10
- Netflix: DVD by Mail Will Keep Growing
- Eric Savitz (Barron's) submits: Kaufman Bros. analyst Aaron Kessler Wednesday morning raised his rating on Netflix NFLX to Buy from Hold, raising his price target to $53 from $48. Kessler writes in a research note that a proprietary survey of 700 Internet users finds that 20% of...
- External links 2009-08-19
- Starz CEO Retiring: Trouble Ahead for Netflix Streaming?
- Eric Savitz (Barron's) submits: A couple of weeks ago, I decided to reinstate by Netflix NFLX subscription, in part based on the prospects of happily streaming movies and TV shows. (I’ve finally decided I need to catch up with the rest of you and watch Lost; I’m about midway...
- External links 2009-08-20
- Will Time-Warner Dump Magazines?
- Eric Savitz (Barron's) submits: While Time-Warner TWX moves closer to the spin-off of AOL, the Street is anticipating what they might do after that. An obvious option: shed the magazine business. In a research note picking up coverage of the company Thursday, Caris & Co. analyst David...
- External links 2009-08-20
- Is Cable More Alluring than Telecom?
- Eric Savitz (Barron's) submits: J.P. Morgan analyst Mike McCormack Wednesday morning launched coverage of both Comcast CMCSA and Time Warner Cable TWC with Overweight ratings. For Comcast, he set a price target of $19 the stock closed yesterday at $15.21. For TIme Warner Cable, which closed yesterday...
- External links 2009-08-26
- Tivo Under Pressure as High Court Allows Network DVR
- Eric Savitz (Barron's) submits: TiVo TIVO shares are coming under pressure following Monday’s Supreme Court ruling that will allow Cablevision CVC and other cable operators to offer network DVR service, allowing consumers to record programs on centralized servers, rather than on set-top box hard drives. Tony Wible,...
- External links 2009-06-29
- Microsoft Sells Stake in Comcast
- Eric Savitz (Barron's) submits: Microsoft MSFT disclosed in an SEC filing on Friday that it has sold its entire 7.3% stake in Comcast CMCSA Class A common stock. Microsoft had owned 150,935,575 shares. In a research note this morning, Bernstein Research analyst Craig Moffett notes that Microsoft’s initial...
- External links 2009-01-20
- Is Sirius Worth Anything? Goldman Says 25 Cents
- Eric Savitz (Barron's) submits: Goldman Sachs analyst Mark Wienkes this morning repeated his Sell rating on Sirius XM SIRI, while cutting his price target to 25 cents from 50 cents and trimming estimates. He contends that 2008 subscriber forecasts will be cut or missed. “Our lowered estimates and...
- External links 2008-10-28
- Netflix: Value-Added as Consumers Stay Home
- Eric Savitz (Barron's) submits: Good-bye, theater tickets. Hello, movie rentals. Stifel Nicolaus analyst Scott Devitt this morning upped his rating on Netflix NFLX to Buy from Hold, setting a $25 target price. Devitt notes that the stock is off 40% since late September, a period in which the...
- External links 2008-10-27
- Washington Post to Fold Business Section, Move Stocks to the Web
- Eric Savitz (Barron's) submits: The Washington Post WPO will join the growing ranks of daily newspaper that no longer publish a stand-alone business section. The company Friday afternoon announced that starting March 30, it will fold its economic and business coverage into its main news section from...
- External links 2009-03-15
- Netflix: Everything Going in the Right Direction, But Price Is High
- Eric Savitz (Barron's) submits: Netflix NFLX shares Tuesday continued to rally after Monday’s announcement of plans to increase prices for subscription plans that include access to Blu-Ray discs. Tuesday’s gain extends the recent trend: NFLX shares have rallied 44% year to date, and 130% since November 20. ...
- External links 2009-03-31
- Netflix Rally Getting Out of Hand - Stifel
- Eric Savitz (Barron's) submits: Netflix NFLX is suddenly one of the Valley’s hottest companies, as the DVD-by-mail company gradually morphs into everyone’s favorite streaming movie service. The service is showing up everyplace: on TiVo boxes, on the Web, on Xbox Live, in Blu-Ray disk players. The company reported blow-out...
- External links 2009-01-30
- Netflix Tops Estimates with Strong Business Model
- Eric Savitz (Barron's) submits: On this one, the bulls had it right. Netflix NFLX Monday afternoon posted fourth quarter revenue of $359.6 million and GAAP EPS of 38 cents a share, beating the Street at $354.2 million and 34 cents. Non-GAAP EPS was 41 cents a share. Revenue...
- External links 2009-01-26
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