Archive for February, 2008
SAI has an overview of CBS’ earnings report: CBS - the most ad-dependent and US-focused of the big media companies - reported lower revenue at its TV, radio and publishing divisions, by division, revenues were:
Television: -4%
Radio: -10%
Outdoor: +7%
Publishing: -4%
CBS is a fantastic media company, really well positioned with excellent management and a sound strategy to […]
Subscribe:
Enough people have commented on how Yahoo!’s Buzz is basically a knock off of Digg, so I’ll spare that angle… however what I find interesting is that Yahoo! is now echoing the fact that content has basically gone democratic: back in the day, a handful of business development executives and editors chose which links ended […]
Subscribe:
In 2005 Yahoo! released its search API, the developer community went crazy… I assembled a couple of programmers and built a vertical search engine called MetaMojo.com. We subsequently moved away from Yahoo!’s API and built a Nutch-based crawler instead because Yahoo! took one step forward but two step back.
Today Yahoo! Search goes open… This basically […]
Subscribe:
The Sulzbergers own 88% of New York Times Company’s super-shares, which gives them a lock on the company’s board, but a group of investors are looking to add nominees to the Board, having spent $400M to build up a nearly 20% stake in the company, according to Paid Content.
“Super-shares” heh? I believe that’s what Mike […]
Subscribe:
It’s very funny (to me at least) that every time I publish something calling for a bullish projection, it turns out I am being conservative.
The latest one? Yahoo! CEO Jerry Yang predicts that:
Spending for online advertising will be bigger than television in five years. Marketers spent $21 billion in online advertising in the United […]
Subscribe:
Digg competitor Mixx raises $2M in funding. This title could be called why social bookmarking sites are bad investments. Let me explain:
Yes, social bookmarking tools like Digg, Reddit, etc., have revolutionized news, publishing and media. Kevin Rose - and Joshua Schachter (founder of Del.icio.us) before him - deserve a lot of credit. […]
Subscribe:
When Google released its Q4 2007 earnings, it suggested that the Fox Interactive Media / MySpace $900M deal wasn’t working out too well for Google. Some have mentioned that this deal would hang like an albatross around Google’s stock for years to come.
News Corp. then mentioned - during its own earnings call - that […]
Subscribe:
Just a week after NBC lays off some employees at iVillage, competitor Glam Media announces a massive - and I mean massive - $84.6M funding round, of which $20M is debt financing.
What’s interesting here is that Hubert Burda Media - an international media powerhouse and publisher of more than 260 magazines titles and an investor […]
Subscribe:
Last night was the first SNL after the writers’ strike. Anyway, there were no really stand out moments, a few funny ones, but the bigger news is that the day after, a bunch of the skits remain on YouTube on non-NBC accounts.
Yet, NBC has not yanked them. Is it a matter of time before they […]
Subscribe:
The NY Times has an interesting - but small-minded - thought:
Rather than acquire Yahoo, Microsoft should pursue SAP.
It’s not an outlandish idea. The two companies held merger talks in late 2003, and perhaps since then, too. Microsoft is in an enviable position: it is a nearly universal presence in corporate data centers, and large enterprise […]
Subscribe: