All GLG News Analyses Filed Under: Media

The New Cash Cows enter the Entertainment Pastures

August 19, 2009

Analysis by: GLG Expert Contributor

Analysis of:Spielberg Gets Funds to Start Up New Studio | online.wsj.com

India, China and Dubai are replacing traditional sources of financing.Dreamworks Studios is one of many beneficiaries, but... would the new sources learn quick enough to be patient regarding their investment?

Hollywood Summer School, Variety Flunks

August 16, 2009

Analysis by: GLG Expert Contributor

Analysis of:Hollywood Summer School | www.variety.com

Variety magazine on 8/15/2009 headlines with a particularly shallow review of what can be learned from this summer's film release patterns. 

Further Analysis

August 15, 2009

Analysis by: GLG Expert Contributor

Analysis of:Redbox Sues Studio Over Access to Films | online.wsj.com

In order to answer questions by the requester of analysis. Windows management. 

The Death of Sell Through?

August 14, 2009

Analysis by: GLG Expert Contributor

Analysis of:Redbox Sues Studio Over Access to Films | online.wsj.com

Does the proliferation of $1/night rental kiosk (mainly Redbox) means that the lucrative DVD sell-through market will finish to exist? Answer: NO, the DVD sell-through has already contracted and it is not because of Redbox, the DVD sell-through market has finally reached its logical maturity.

Fox Will Delay Release of its DVD Titles for 30 Days to Redbox, like Universal

August 6, 2009

Analysis by: GLG Expert Contributor

Analysis of:Studios Rethink Redbox | online.wsj.com

20th Century Fox Home Entertainment will soon impose a 30-day delay, or "window", on Redbox, Blockbuster Express / NCR, DVDPlay, and E-Play, from receiving their new release DVD titles for rental to consumers, similar to Universal Studios’ attempts. Distributors will be instructed to not release new titles to any kiosk operator until 30 days after their standard industry "street date". Other studios will instead partner with kiosk operators in ways similar to the Sony agreement with Redbox. 

Opportunity is Cheap

August 4, 2009

Analysis by: GLG Expert Contributor

Analysis of:Business | nytimes.com

Your competitors are weary. It’s been a tough year - with only conflicting predictions about the future. Customers are leaving. Those that stay have reduced their commitment. Heck, even those still on board are slow paying their bills. Not since the late 1980’s have we been presented with a marketplace so filled with opportunity, so ripe for growth. But few are looking at the opportunity.

3D More to Come

August 2, 2009

Analysis by: GLG Expert Contributor

Analysis of:Two visions of 3-D's success | www.variety.com

Comparisons on 3D numbers versus standard 2D numbers are indeed difficult.  Wether the film is live action or animation dictates the relative performance of 3D vs 2D. Animation has been the thrust of most 3D so far, but the real bonus will be in live action 3D.   

It is win-win situation for Studios and Redbox

July 30, 2009

Analysis by: GLG Expert Contributor

Analysis of:Studios Rethink Redbox | online.wsj.com

By making a copy depth deal with Redbox, Sony will have less corrosion to its dvd sales (Redbox can not sale used dvds). And yet Sony will help maintain an option for consumer of cheaper dvd rental, 

NEWSPAPER CIRCULATION STEADY – SALES CONTINUE TO WITHSTAND ECONOMIC CRISIS

July 30, 2009

Analysis by: GLG Expert Contributor

Analysis of:Australia Newspaper Market | www.nytimes.com

Australian newspaper sales are bucking the international trend for the industry by remaining remarkably resilient in the face of the economic crisis. The figures also prove that newspaper sales are going against the trend in the US and UK.In sharp contrast, the three top Australian broadsheets, The Australian, The Sydney Morning Herald and The Age, increased their combined Monday to Friday sales by 0.2 per cent year-on-year.

Radio Group Pressure, be careful

July 29, 2009

Analysis by: GLG Expert Contributor

Analysis of:Radio Groups under close lender focus/pressure | www.radioink.com

 Radio Groups who are under profit operating pressure and lenders who are very nervous should think hard about how to go about  turning the tide. Manage for the long term while making short term costs cutting decisions or your asset may lose more value than necessary.

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