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- Keep an Eye on Lions's Gate - Icahn Is
- Seth Gilbert submits: Whale watching isn’t just a pastime in coastal towns. In financial circles, the biggest of the big, the heaviest of the heavy hitters, aka the “whales,” often draw a crowd too. Investors flock to see where the Buffets, the Soros and the Icahns of the world are...
- External links 2008-10-26
- EA Takes "Army of Two" to Hollywood
- Seth Gilbert submits: Ubisoft CEO Yves Guillemot said in July that he thought “the future of [the gaming] industry depends on [studios'] ability to create brands that captivate audiences and to extend those brands to other forms of entertainment.” He’s not alone in that view. With common visual techniques,...
- External links 2008-10-29
- Netflix and Tivo Finally Connect
- Seth Gilbert submits: In relationships, timing is everything. No matter how appropriate a pairing, both parties need to be ready. The stars need to align. Four years ago, Tivo TIVO and Netflix NFLX ambitiously tried to hook up to deliver an internet video distribution service. Unfortunately, the companies weren’t...
- External links 2008-10-31
- Google Faces Opposition from Harvard in Book Search Deal
- Seth Gilbert submits: Last week, Google GOOG announced they’d reached an agreement with publishers and authors to settle a three year old copyright battle over their book scanning practices. Both sides expressed great satisfaction with the result. In public statements, the deal, which still must be approved by the...
- External links 2008-11-05
- How Much Did It Cost Lions Gate, Viacom to Start a Cable TV Channel?
- Seth Gilbert submits: How much does it cost to start up a premium cable channel assuming you already have a library of programming to show? Apparently $110m to $150m is a good start. Last April, in a surprise announcement, Lions Gate LGF, Viacom (VIA.B) Paramount and MGM announced ...
- External links 2008-11-12
- Latest Apple Rumor: DRM-Free Music Headed from Sony BMG to iTunes
- Seth Gilbert submits: In 2006 and 2007, Apple AAPL was one of the torch-bearers in the movement to push record labels to license downloadable copies of their music without digital rights management encryption (DRM). When the fruits of that effort were eventually harvested and the labels decided to go DRM-Free,...
- External links 2008-11-12
- Rupert Murdoch Speaks Out on Technology, Media and Newspapers
- Seth Gilbert submits: In every business, there’s a select group of people guaranteed to lure a following when they speak. Typically war tested and battle scarred, these are people that have been there. People that, over years and decades, have weathered the battles and cultivated experience. People that offer the...
- External links 2008-11-26
- Blockbuster / Live Nation Ticket Deal: Win-Win
- Seth Gilbert submits: Blockbuster BBI wants to be your entertainment superstore. They’ll sell you electronics, rent you a movie or now, even get you into a concert. Tuesday, Blockbuster and Live Nation LVY announced a three year deal to make Blockbuster the brick & mortar retail outlet for...
- External links 2008-12-03
- Viacom, AT&T Join List of Job-Slashers
- Seth Gilbert submits: The deceleration of the economy and the utter implosion of both the banking and auto industries has officially tipped the dominoes of misfortune to the media industry. The flow of advertising dollars has shrunk. Car dealerships are spending less to promote their products. Banks are buying fewer...
- External links 2008-12-05
- Will Tribune Emerge a Stronger Company?
- Seth Gilbert submits: Last March, the Newspaper Association of America singled out 2007 as the worst downturn in the newspaper print ad business in over 50 years. That was three months into 2008, well before the continued deterioration of the economy this summer and fall, before the banking...
- External links 2008-12-10
- National Amusements' Lenders Look the Other Way
- Seth Gilbert submits: There’s an old saying that says if you owe a bank a thousand dollars they own you but if you owe them a billion, you own them. While the numbers in the saying vary, media mogul Sumner Redstone on Friday seemed to have validated the theory...
- External links 2008-12-21
- Warner Music Group and YouTube Are Not Hearing the Same Tune
- Seth Gilbert submits: If you missed the headlines, Warner Music Group WMG, the first of the Big 4 record labels to partner with YouTube has pulled off the site. Accounts and press releases differ over culpability – whether YouTube bailed or Warner Music punted – but the material fact...
- External links 2008-12-30
- Will 2009 Continue the Upheaval for Print Media?
- Seth Gilbert submits: As year's end and the holiday cycle takes over, the pace of events downshifts to a crawl. People rest, taking time with friends and family to reflect and recharge. Vacations take over, businesses shutter. Business events and politics pause. Similarly, the news industry reporting on...
- External links 2008-12-30
- Blockbuster, Sonic Solutions Partner to Lead On Demand Movies
- Seth Gilbert submits: Movielink and CinemaNow were among the early entrants to pace digital movie delivery. Investors ponied up tens of millions to the promise: movies beamed on demand straight to viewers over the Internet. Movielink and CinemaNow both burned out; ideas ahead of the market opportunity. Blockbuster BBI and...
- External links 2009-01-15
- Midway Manages to Buy Time on Debt Decision
- Seth Gilbert submits: Much is relative. Last week was bad for Circuit City; on a comparative scale, not so much for gamer Midway Games MWY. Despite the crippling pressure of massive lingering debt potentially due ahead of its time, the company managed to do what the big retailer...
- External links 2009-01-20
- Inside the New York Times' Billionaire Bailout
- Seth Gilbert submits: The Tribune Co. (TRBCQ.PK) got into trouble, ultimately seeking protection through bankruptcy, because it wasn’t able to sell off assets fast enough, or at high enough prices, to service debt. The New York Times NYT , though carrying a far more manageable debt load, wasn’t going...
- External links 2009-01-21
- Parsing Netflix's Q4: Beating Expectations and the Economy
- Seth Gilbert submits: Many companies are struggling through the economic environment with weak earnings or weak outlook. Netflix NFLX, the mail-order DVD rental pioneer, is so far managing to sail through on smooth waters. Confirming “strong results” previously hinted, the company announced fourth quarter and year end earnings Monday...
- External links 2009-01-27
- 'Dangerous' Link Aggregation Claim Settled out of Court
- Seth Gilbert submits: On December 22nd, Gatehouse Media GHS filed suit against a Goliath, charging the New York Times Co. NYT with a host of copyright and trademark violations for practices at Times’ owned Boston.com website and its affiliated properties. At issue was Boston.com’s aggregation and reprinting of...
- External links 2009-01-27
- Treasure or Trash? EA Snaps Up Ludlum Rights Tossed by Activision
- Seth Gilbert submits: They say one person’s trash is another’s treasure. Case in point: Robert Ludlum licensing rights. Not that it is fitting to call the gaming rights for the book catalog of a bestselling author trash, far from it, but when Activision Blizzard ATVI decided to cast the rights...
- External links 2009-02-03
- Murdoch on Bad Earnings: News Corp. Will Emerge Better Positioned
- Seth Gilbert submits: Analysts expected 19 cents per share in earnings. They got 12 cents, and that’s not taking into account a $8.4b writedown. So much for expectations. Like other major media companies (Time Warner TWX pdf file, and Disney DIS article to name a pair), it’s currently a...
- External links 2009-02-08
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