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Amazon Tops Netflix's Streaming Subscriber Numbers: An Expert's View
Tuesday, January 26, 2016 - 3:46pm | 537Read More...It seems like Netflix, Inc. (NASDAQ: NFLX) might have been displaced from its throne in the U.S. video streaming arena. According to Investor’s Business Daily, Amazon.com, Inc. (NASDAQ: AMZN) now has more subscribers for its video streaming service in the United States than Netflix does. On...
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Wall Street's Take On The Pandora Copyright Ruling
Thursday, December 17, 2015 - 1:44pm | 441Read More...Wednesday’s CRB ruling has sent Pandora Media Inc (NYSE: P) shares surging. The market and Wall Street seem to universally view the decision as favorable for Pandora. However, Wall Street remains mixed on the outlook for Pandora’s stock. The long-awaited Copyright Royalty...
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YouTube Introduces New Music App; Prominent Media Analyst Responds
Friday, November 13, 2015 - 2:49pm | 474Read More...According to Re/code, Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL)'s YouTube is set to launch a fully dedicated music app. The music app, called YouTube Music, will feature an optional paid subscription model. Rich Tullo of Albert Fried cautioned that the streaming service does have its flaws. By...
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Wall Street, Bob Peck At Odds Over Pandora
Friday, October 23, 2015 - 11:21am | 735Read More...Shares of Pandora Media Inc (NYSE: P) plunged to a new 52-week low on Friday of $11.50 and is now lower by nearly 45 percent from a year ago. Pandora reported an in-line third quarter, but lowered its full year revenue and EBITDA guidance and also announced a $90 million settlement....
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Here's How 'Beasts Of No Nation' Performed, In Three Charts
Tuesday, October 20, 2015 - 9:16am | 692Read More...Netflix, Inc. (NASDAQ: NFLX) acquired the worldwide distribution rights to the 2015 war drama film "Beasts Of No Nation." The film’s box office release collected $51,000 – not necessarily an indication of a "flop." Rich Tullo of Albert Fried analyzed the...
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SFX Chairman Offers To Buy Company For $3.25 Per Share; Stock Skyrockets
Friday, October 16, 2015 - 10:51am | 464Read More...Shares of SFX Entertainment Inc (NASDAQ: SFXE) surged higher by nearly 30 percent Friday morning. The company's Chairman and CEO Robert Sillerman offered to acquire the remainder of the company he doesn't already own for up to $3.25 per share. The proposed transaction is subject...
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Albert Fried's Tullo Goes Overweight MSG Networks
Thursday, October 1, 2015 - 3:02pm | 396Read More...Madison Square Garden finally completed its split into two companies: The Madison Square Garden Co (NYSE: MSG) and MSG Networks Inc. (NYSE:MSGN). On Wednesday. Albert Fried initiated coverage of MSG Networks with an Overweight rating and $28.00 price target. Shares of MSG Networks were...
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Analyst: Apple TV Might Be Too Expensive (And Why It Should've Bought TiVo)
Wednesday, September 9, 2015 - 3:40pm | 336Read More...Apple Inc. (NASDAQ: AAPL)'s new TV announcement is barely a few hours old, but Wall Street analysts are already out with their initial thoughts. Rich Tullo of Albert Fried commented that Apple's new TV "looks too expensive" at $149 or $199 versus $35 for a dongle and a little more for a Roku box....
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Tullo: Apple TV Delays Benefit Tivo
Friday, August 14, 2015 - 3:07pm | 305Read More...A couple of weeks ago, BuzzFeed reported a new Apple TV would be unveiled in Apple Inc. (NASDAQ: AAPL)’s annual fall event, in September. Apparently, management intended to introduce a Web TV service along with the next-generation Apple TV set-top. However, a Bloomberg article published...
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The Evolving TV Business: 'Experience, Not Content, Is King'
Thursday, August 13, 2015 - 11:25am | 870Read More...The television landscape has changed dramatically during the past five years. Streaming services such as Netflix, Inc. (NASDAQ: NFLX), Hulu, and Amazon.com, Inc. (NASDAQ: AMZN) Prime have usurped an industry that previously relied on families gathering around a TV set to enjoy scheduled...
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Tullo: Madison Square Garden Stock Might Have Fallen On ESPN Results, NBA Stream Decision
Wednesday, August 5, 2015 - 5:06pm | 294Read More...Shares of The Madison Square Garden Co (NYSE: MSG) fell nearly 7 percent on Wednesday after the company announced John Sykes, one of the industry's top entertainment and media executives, had joined its Board of Directors. In a note to investors, Richard Tullo, Director of Research at...
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Why TubeMogul May Be The Way To Play GoPro's Video Licensing Portal
Monday, July 20, 2015 - 4:46pm | 275Read More...GoPro Inc (NASDAQ: GPRO) shares closed up more than 7 percent after the company unveiled a premium content licensing portal, aimed at monetizing video produced by GoPro users. Aside from the company itself, another beneficiary from the news was TubeMogul Inc (NASDAQ: TUBE), which gained 4.4...
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Are Pundits Wrong About Apple Watch Demand?
Sunday, April 12, 2015 - 6:22pm | 741Read More...After months of anticipation, Apple Inc. (NASDAQ: AAPL) is nearly ready to release its long-awaited smartwatch. The insurmountable hype ensures that some investors will be disappointed, but there's still a question that must be asked: Are the pundits wrong? "I think the first batch of...
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Pandora Media Hits Year-Low, Analysts Trim Targets
Friday, February 6, 2015 - 5:08pm | 311Read More...Pandora Media Inc (NYSE: P) extended its losses Friday on a disappointing quarterly report and outlook, while analysts cut targets. The Internet radio company's shares hit a year low at $15.17; shares closed at $155.23, down 17.2 percent on the day. Analysts at Raymond James and Wells...
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Will Super Bowl XLIX Break Nielsen?
Sunday, February 1, 2015 - 2:47pm | 674Read More...Super Bowl XLIX is expected to draw more viewers than last year's Big Game, which pulled in a record-breaking 111.5 million viewers. Albert Fried Director of Research Rich Tullo is confident the NFL will enjoy another record-breaking year. "It's been pretty well done in the media,...
