David Strahlberg - Seeking Alpha 'David Strahlberg' Tag RSS Syndication from SeekingAlpha.com SeekingAlpha.com http://seekingalpha.com/author/david-strahlberg Tivo (TIVO) reports smaller than expected loss http://seekingalpha.com/article/332-tivo-tivo-reports-smaller-than-expected-loss?source=feed 332 Tivo Inc. (ticker: TIVO) reported results on May 26, 2005 for the second quarter 2005.  Below are some highlights.

Results 1Q05 vs. 1Q04:

]]> Fri, 27 May 2005 00:31:44 -0400 David Strahlberg Tivo Inc. (ticker: TIVO) reported results on May 26, 2005 for the second quarter 2005.  Below are some highlights.

Results 1Q05 vs. 1Q04:


Complete Story »]]> DTV TIVO David Strahlberg Short interest jumps for CETV and NOOF; drops for NNDS http://seekingalpha.com/article/331-short-interest-jumps-for-cetv-and-noof-drops-for-nnds?source=feed 331 Short interest data is now available for Nasdaq stocks through May 15th. Short interest has rocketed for some media and entertainment stocks:

% change in short interest for: April, 15 2005 to May,15 2005

]]> Thu, 26 May 2005 23:39:27 -0400 David Strahlberg Short interest data is now available for Nasdaq stocks through May 15th. Short interest has rocketed for some media and entertainment stocks:

% change in short interest for: April, 15 2005 to May,15 2005


Complete Story »]]> BBGI CETV CKEC DISH DISK HOLL IMAX MVGR.PK NFLX NNDS NOOF PIXR RENT RGCI SALM SIRI TIVO YBTVA David Strahlberg New Frontier Media (NOOF) discusses its wireless plans (quotes from fiscal 4Q05 conf call) http://seekingalpha.com/article/330-new-frontier-media-noof-discusses-its-wireless-plans-quotes-from-fiscal-4q05-conf-call?source=feed 330 Below are some comments from New Frontier Media (ticker: NOOF) from its May 25, 2005 conference call with investors.

]]> Wed, 25 May 2005 17:19:39 -0400 David Strahlberg Below are some comments from New Frontier Media (ticker: NOOF) from its May 25, 2005 conference call with investors.


Complete Story »]]> NOOF David Strahlberg New Frontier Media (NOOF) offers disappointing F2006 guidance http://seekingalpha.com/article/329-new-frontier-media-noof-offers-disappointing-f2006-guidance?source=feed 329 New Frontier Media (NOOF) reported results on May 25, 2005 for the fiscal fourth quarter 2005.  Below are some highlights.

Results 1Q05 vs. 1Q04:

]]> Wed, 25 May 2005 16:26:57 -0400 David Strahlberg New Frontier Media (NOOF) reported results on May 25, 2005 for the fiscal fourth quarter 2005.  Below are some highlights.

Results 1Q05 vs. 1Q04:


Complete Story »]]> NOOF David Strahlberg Media news/analysis in brief - (May 24, 2005) http://seekingalpha.com/article/328-media-news-analysis-in-brief-may-24-2005?source=feed 328 Companies mentioned below:

  • Time Warner (ticker: TWX)
  • Hollywood Media (ticker: HOLL)
  • Blockbuster (ticker: BBI)
  • Pixar (ticker: PIXR)
  • Young Broadcasting (ticker: YBTVA)

]]> Tue, 24 May 2005 12:59:10 -0400 David Strahlberg Companies mentioned below:

  • Time Warner (ticker: TWX)
  • Hollywood Media (ticker: HOLL)
  • Blockbuster (ticker: BBI)
  • Pixar (ticker: PIXR)
  • Young Broadcasting (ticker: YBTVA)


Complete Story »]]> BBI HOLL PIXR TWX YBTVA David Strahlberg DVRs are not for everyone http://seekingalpha.com/article/327-dvrs-are-not-for-everyone?source=feed 327 According to Media Daily News, at a recent Cable TV Advertising Bureau conference, ESPN's ED Gordon reported that 57% of households surveyed were not interested in using DVRs.  Details below:

According to Gordon, ESPN's director of local and affiliate research, 90 of 157 'non-early adopters' simply didn't want their Digital Video Recorders and returned them.  Among the reasons cited:  the installation process; cost; and design (i.e. it didn't match with other home furnishings).  Among those who did not return their DVRs, most continued to watch commercials, even in fast forward mode.  ESPN is currently studying a larger group of about 1,000 households.  Below are some statistics from the original study:

]]> Mon, 23 May 2005 18:19:01 -0400 David Strahlberg According to Media Daily News, at a recent Cable TV Advertising Bureau conference, ESPN's ED Gordon reported that 57% of households surveyed were not interested in using DVRs.  Details below:

According to Gordon, ESPN's director of local and affiliate research, 90 of 157 'non-early adopters' simply didn't want their Digital Video Recorders and returned them.  Among the reasons cited:  the installation process; cost; and design (i.e. it didn't match with other home furnishings).  Among those who did not return their DVRs, most continued to watch commercials, even in fast forward mode.  ESPN is currently studying a larger group of about 1,000 households.  Below are some statistics from the original study:


Complete Story »]]> TIVO David Strahlberg Walmart (WMT) teams up with Netflix (NFLX); Blockbuster Online (BBI) tests higher prices http://seekingalpha.com/article/324-walmart-wmt-teams-up-with-netflix-nflx-blockbuster-online-bbi-tests-higher-prices?source=feed 324 Walmart (ticker: WMT) has ended its foray into the online DVD rental business and is partnering with Netflix (ticker: NFLX).  Separately, Blockbuster (ticker: BBI) is testing higher prices.  Here are some details:

]]> Thu, 19 May 2005 08:27:18 -0400 David Strahlberg Walmart (ticker: WMT) has ended its foray into the online DVD rental business and is partnering with Netflix (ticker: NFLX).  Separately, Blockbuster (ticker: BBI) is testing higher prices.  Here are some details:


Complete Story »]]> BBI NFLX David Strahlberg Netflix (NFLX) upgraded; relief from Blockbuster (BBI) in sight http://seekingalpha.com/article/323-netflix-nflx-upgraded-relief-from-blockbuster-bbi-in-sight?source=feed 323 From The Internet Stock Blog, a Seeking Alpha Financial Blog site [copied with permission]:

Netflix's stock (ticker: NFLX) has benefited from the perception that that Blockbuster may pull out of the online DVD rental market, sparked by Carl Icahn's election to Blockbuster's Board. Reaction from Pacific Growth Research analyst Derek Brown's May 9th note to clients:

Raising Rating To Over Weight From Equal Weight; We See A Stock With "Blockbuster" Potential

]]> Wed, 18 May 2005 13:57:46 -0400 David Strahlberg From The Internet Stock Blog, a Seeking Alpha Financial Blog site [copied with permission]:

Netflix's stock (ticker: NFLX) has benefited from the perception that that Blockbuster may pull out of the online DVD rental market, sparked by Carl Icahn's election to Blockbuster's Board. Reaction from Pacific Growth Research analyst Derek Brown's May 9th note to clients:

Raising Rating To Over Weight From Equal Weight; We See A Stock With "Blockbuster" Potential


Complete Story »]]> BBI NFLX David Strahlberg Isn't it ironic: Guess who's playing satellite radio ads? http://seekingalpha.com/article/322-isn-t-it-ironic-guess-who-s-playing-satellite-radio-ads?source=feed 322 A few days ago, I heard a commercial for XM Satellite Radio (ticker: XMSR) while listening to 92.3 K-ROCK (WXRK, New York).  Considering that the terrestrial radio industry is under siege from XMSR and Sirius Satellite Radio (ticker: SIRI), I found this very strange and somewhat ironic.  Here are some thoughts:

]]> Wed, 18 May 2005 10:13:00 -0400 David Strahlberg A few days ago, I heard a commercial for XM Satellite Radio (ticker: XMSR) while listening to 92.3 K-ROCK (WXRK, New York).  Considering that the terrestrial radio industry is under siege from XMSR and Sirius Satellite Radio (ticker: SIRI), I found this very strange and somewhat ironic.  Here are some thoughts:


Complete Story »]]> SIRI David Strahlberg XM Satellite Radio (XMSR) passes 4 million subscriber mark; investors yawn http://seekingalpha.com/article/321-xm-satellite-radio-xmsr-passes-4-million-subscriber-mark-investors-yawn?source=feed 321 XM Satellite Radio (ticker: XMSR) announced that it has surpassed the 4 million subscriber mark and is on track to reach its year end goal of 5.5 million subs.  XMSR shares increased $0.06 on the news, or about 0.2%.

]]> Tue, 17 May 2005 06:23:40 -0400 David Strahlberg XM Satellite Radio (ticker: XMSR) announced that it has surpassed the 4 million subscriber mark and is on track to reach its year end goal of 5.5 million subs.  XMSR shares increased $0.06 on the news, or about 0.2%.


Complete Story »]]> SIRI David Strahlberg Warner Music (WMG) reports a smaller loss http://seekingalpha.com/article/318-warner-music-wmg-reports-a-smaller-loss?source=feed 318 WMG Acquisition Corp., a wholloy owned subsidiary of Warner Music Group (ticker: WMG) reported results on May 16, 2005 for the fiscal seond quarter 2005, its first as a public company.  Here are some details:

Results 1Q05 vs. 1Q04:

]]> Mon, 16 May 2005 10:00:00 -0400 David Strahlberg WMG Acquisition Corp., a wholloy owned subsidiary of Warner Music Group (ticker: WMG) reported results on May 16, 2005 for the fiscal seond quarter 2005, its first as a public company.  Here are some details:

Results 1Q05 vs. 1Q04:


Complete Story »]]> WMG David Strahlberg Movie Gallery (MOVI) disagrees with Blockbuster (BBI) about industry trends (quotes from conf call) http://seekingalpha.com/article/316-movie-gallery-movi-disagrees-with-blockbuster-bbi-about-industry-trends-quotes-from-conf-call?source=feed 316 Below are some comments from Movie Gallery (ticker: MOVI) from its May 12, 2005 conference call with investors.

]]> Fri, 13 May 2005 10:33:56 -0400 David Strahlberg Below are some comments from Movie Gallery (ticker: MOVI) from its May 12, 2005 conference call with investors.


Complete Story »]]> BBI MVGR.PK David Strahlberg Movie Gallery (MOVI) meets consensus; revenues increase 15% in quarter http://seekingalpha.com/article/315-movie-gallery-movi-meets-consensus-revenues-increase-15-in-quarter?source=feed 315 Movie Gallery (ticker: MOVI) reported results on May 12, 2005 for
the first quarter 2005.  Here are some details:

]]> Fri, 13 May 2005 09:59:16 -0400 David Strahlberg Movie Gallery (ticker: MOVI) reported results on May 12, 2005 for
the first quarter 2005.  Here are some details:


Complete Story »]]> MVGR.PK David Strahlberg Dreamworks' (DWA) nightmare: some lessons from a disasterous quarter http://seekingalpha.com/article/314-dreamworks-dwa-nightmare-some-lessons-from-a-disasterous-quarter?source=feed 314 Dreamworks' (ticker: DWA) stock fell nearly 17% over two days (5/10/05 - 5/11/05), including the 5% drop before its news were officially released on May 10, 2005. Here are a few tips for the company:

]]> Thu, 12 May 2005 09:39:53 -0400 David Strahlberg Dreamworks' (ticker: DWA) stock fell nearly 17% over two days (5/10/05 - 5/11/05), including the 5% drop before its news were officially released on May 10, 2005. Here are a few tips for the company:


Complete Story »]]> DWA David Strahlberg Disney (DIS) comments on selling radio assets (quotes from conf call) http://seekingalpha.com/article/313-disney-dis-comments-on-selling-radio-assets-quotes-from-conf-call?source=feed 313 Recently, Viacom (ticker: VIAB) and Clear Channel Communications (ticker: CCU) have announced plans to spin off their radio assets.  During yesterday's conference call with investors, The Walt Disney Company (ticker: DIS) addressed whether DIS would consider selling its radio assets.  Here is a quote from the call:

]]> Thu, 12 May 2005 08:14:27 -0400 David Strahlberg Recently, Viacom (ticker: VIAB) and Clear Channel Communications (ticker: CCU) have announced plans to spin off their radio assets.  During yesterday's conference call with investors, The Walt Disney Company (ticker: DIS) addressed whether DIS would consider selling its radio assets.  Here is a quote from the call:


Complete Story »]]> CCU DIS VIA David Strahlberg Disney (DIS) beats consensus, driven by DVD sales and theme park attendance http://seekingalpha.com/article/312-disney-dis-beats-consensus-driven-by-dvd-sales-and-theme-park-attendance?source=feed 312 The Walt Disney company (ticker: DIS) reported results for its fiscal second quarter 2005 on May 11, 2005. Here are some details:

Results 1Q05 vs. 1Q04:

]]> Thu, 12 May 2005 08:13:00 -0400 David Strahlberg The Walt Disney company (ticker: DIS) reported results for its fiscal second quarter 2005 on May 11, 2005. Here are some details:

Results 1Q05 vs. 1Q04:


Complete Story »]]> DIS David Strahlberg Icahn replaces Antioco on Blockbuster's (BBI) board; Netflix (NFLX) investors applaud the news http://seekingalpha.com/article/311-icahn-replaces-antioco-on-blockbuster-s-bbi-board-netflix-nflx-investors-applaud-the-news?source=feed 311 According to preliminary results from Blockbuster's (ticker: BBI) much anticipated shareholder vote, it appears as though Carl Icahn's slate has replaced three current board members including CEO John Antioco.  Blockbuster and Netflix (ticker: NFLX) shares both reacted favorably to the news.

]]> Thu, 12 May 2005 08:01:00 -0400 David Strahlberg According to preliminary results from Blockbuster's (ticker: BBI) much anticipated shareholder vote, it appears as though Carl Icahn's slate has replaced three current board members including CEO John Antioco.  Blockbuster and Netflix (ticker: NFLX) shares both reacted favorably to the news.


Complete Story »]]> BBI NFLX David Strahlberg Warner Music's (WMG) IPO fizzles; declines 4% on opening day http://seekingalpha.com/article/310-warner-music-s-wmg-ipo-fizzles-declines-4-on-opening-day?source=feed 310 Apparently, Warner Music's (ticker: WMG) reduced IPO price of $17 was not low enough.  The company finished its first day of trading down 3.5% to close at $16.40, after hitting an intra-day low of $15.75.

]]> Thu, 12 May 2005 08:00:00 -0400 David Strahlberg Apparently, Warner Music's (ticker: WMG) reduced IPO price of $17 was not low enough.  The company finished its first day of trading down 3.5% to close at $16.40, after hitting an intra-day low of $15.75.


Complete Story »]]> WMG David Strahlberg Carmike Cinemas discusses its plans for GKC Theaters (quotes from 1Q05 conf call) http://seekingalpha.com/article/309-carmike-cinemas-discusses-its-plans-for-gkc-theaters-quotes-from-1q05-conf-call?source=feed 309 Below are some comments from Carmike Cinemas (CKEC) from its May 11, 2005 conference call with investors.

]]> Wed, 11 May 2005 18:30:22 -0400 David Strahlberg Below are some comments from Carmike Cinemas (CKEC) from its May 11, 2005 conference call with investors.


Complete Story »]]> CKEC David Strahlberg Marvel (MVL) plans to buy more shares; board expands stock repurchase allowance http://seekingalpha.com/article/308-marvel-mvl-plans-to-buy-more-shares-board-expands-stock-repurchase-allowance?source=feed 308 Marvel Enterprises (ticker: MVL) announced that it board of directors has approved an additional  $150 million under its common stock repurchase program and extended it to July 2006.  This is in addition to the $100 million authorized in July, 2004.

Here's a quote from the press release:

]]> Wed, 11 May 2005 09:51:54 -0400 David Strahlberg Marvel Enterprises (ticker: MVL) announced that it board of directors has approved an additional  $150 million under its common stock repurchase program and extended it to July 2006.  This is in addition to the $100 million authorized in July, 2004.

Here's a quote from the press release:


Complete Story »]]> MVL David Strahlberg