NFL Impact on DIRECTV? --- LinkedIn Worth $3B? --- FOX + ESPN = NBCUniversal Block?
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Analyze This:
SNL Kagan’s
Deborah Yao reports a
DIRECTV Form 10-Q filed with the
SEC warns of a “material adverse effect on our cash flow from operating activities primarily due to payments we may have to make to the
NFL” even with no or delayed season. ---
Collins Stewart’s
Tom Eagan looks at the expected better
Netflix deal for
Starz (even with chance of
Disney rebates if Netflix really, really grows) and puts a ‘buy’ on Starz with a target of $91/share. ---
Citadel’s
Shing Yin thinks there’s more room in
Sprint writing its, “... shares have outperformed the market by roughly 10% since its strong 1Q11 earnings report, but we believe there is more upside to come. In our view, the company remains poised to deliver better-than-expected financial results in the near term ... “ ---
LinkedIn’s IPO hopes are a +$3B valuation. ---
Softbank,
Goldman and more put $138M in
Gilt Groupe. ---
Immarsat plc’s interim statement
on 1Q11 reports phase 2 of the
LightSquared coop agreement has been
implemented and revenue was up 15% y/y to $323.9M;
Immarsat Group Ltd. reported global revenues up 21% to $204.1M and profit before tax up 51% to $124.8M.
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Rules & Regs:
Boston Globe reports this morning that Boston
Mayor Thomas Menino “will file an emergency petition today with the federal government to regulate the cost of basic cable in Boston for the first time in a decade.” Of course, effective competition rules probably stand in the way of any enforcement. --- No joke,
Sen. Al Franken’s online privacy subcommittee will be grilling
Apple,
Google,
FTC and
Justice officials about tracking tomorrow. Three bills have already been introduced with more on the way. --- In a much-redacted order (
here), the
FCC dismissed Count III of a program access complaint filed against
MSG by
DISH.
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Retrans & Renewals:
GAC wants to raise fees to fund better programming.
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Comment: Oops ...
Deadline’s
David Lieberman reports (
here) one time Darth Vader of cable
Dr. John Malone used the “M” word (monopoly) in talking to analysts Friday ... David quotes John: “ ... cable is pretty much a monopoly now” in broadband. --- When is an announcement an announcement? Interesting to watch political dances this year as another “official” announcement for President will again come via
Facebook,
Twitter,
et al ... after the announcement of the announcement has been broadcast via TV, radio, internet, Twitter and Facebook “news.” -
PSM•
Box Office: 3D?
BTIG’s
Rich Greenfield, a skeptic, reports only half of US moviegoers chose to see
Thor in 3D ... despite lots of 3D screens. Click
here (registration required).
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Sports: Wow ... why did
Fox Sports and
ESPN join forces to get the
Pac-10 (soon 12) deal? Easy, writes
SBJ’s
John Ourand ... block
Comcast/
NBCUniversal. (Worth buying
SBJ for the inside look ... page 9, today’s date or click
here to subscribe.)
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Online: If you’re famous, get to know
WhoSay here.
NY Times wrote about it this morning;
MediaBistro wrote about last January. --- A Massachusetts state judge is allowing
Skyhook Wireless’ suit against
Google to go forward. Skyhook has also filed a Federal suit.
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Retail:
Comcast is launching a
TiVo Premiere STB with linear TV, Xfinity On Demand library and broadband connectivity in San Francisco soon ... with Comcast installation; other markets later.
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Heads-Up:
WPP says
Apple is now the world’s most valuable brand as it surged past
Google. ---
TMNG Global’s 6th generation business assurance software Ascertain® has been released.
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Measurements & Ratings:
Rentrak wants you to buy its new "Rentrak State Of VOD: Trend Report 2010”
here (highlights and order info).
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More News in The Morning BRIDGE ... early tomorrow morning in your in-box.•
