More From Martin Kurlandski, MS
Must-know: Will Charter (CHTR) bid for Time Warner Cable (TWC)?
While Charter has openly and aggressively pursued Time Warner, any deal would likely be difficult to execute and fraught with risks.
Why Marissa Mayer’s Yahoo (YHOO) turnaround shows signs of life
Yahoo has recently exhibited a more intense drive to develop original content that’s more appealing to web surfers.
Why cable companies are losing subcribers to the Netflix boom
Netflix has had great success attracting new customers. It grew to over 31 million domestic subscribers in the most recent quarter.
BlackBerry stock declines as the company’s innovation disappoints
BlackBerry, the Canadian-based smartphone company, was considered a pioneer in the industry for many years. But its fortunes have turned.
Why rising content costs can lead to a cable TV consolidation boom
Time Warner Cable has been facing significant cost pressure, as the cost of programming content has rapidly increased.
Why is the media industry prize ESPN worth so much to Disney?
The network reportedly receives $5 per month for each subscriber that receives the channel—more than any other non-premium network.
Why Disney’s theme parks complicate its valuation for investors
The best way to establish a value for Disney’s theme park business is to understand how the market values other theme park operators.
Analysis: Stacking up Disney’s theme parks against its peers’
The best way to evaluate Disney’s theme parks division is to compare performance and results with direct peers.
Pandora faces competition from the 800-pound gorilla in the room
Although the threat of Apple and Google can’t be discounted, noticeable losses for Pandora may still fail to materialize.
Is a high cost structure making Pandora investors short the stock?
To generate profitability, Pandora would need to either increase the revenue per song played by inserting more ads or reduce the per-song royalty fees.
Why Black Friday’s sales results mean a huge shift for retail
As online retailers continue to succeed in attracting customers, many of their gains have come at the expense of traditional brick-and-mortar stores.
Why was analyst guidance about Yelp’s strong outlook so wrong?
Yelp (YELP)—along with peers like Groupon (GRPN), OpenTable (OPEN), and Foursquare—have revolutionized the way local businesses make themselves known to potential customers.
Why falling subscribers spark buyout talks for Time Warner Cable
Time Warner Cable has received the greatest interest from potential suitors, as the company lags the overall industry in terms of growth and subscriber trends.
Did Time Warner Cable stock overreact on Comcast buyout rumors?
On Friday, November 22, 2013, news emerged that Comcast (CMCSA) was interested in a potential purchase of rival cable provider Time Warner Cable (TWC).
Why Yahoo sees an upside as Marissa Mayer attempts a turnaround
Yahoo appointed Marissa Mayer, a former Google executive, as CEO in July 2012 to turn the company’s prospects around.