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David Strahlberg

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David Strahlberg

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Tivo (TIVO) reports smaller than expected loss
on Fri, May 27, 2005 • DTV, TIVO • Comment!
Short interest jumps for CETV and NOOF; drops for NNDS
on Thu, May 26, 2005 • NFLX, SIRI, PIXR • Comment!
New Frontier Media (NOOF) discusses its wireless plans (quotes from fiscal 4Q05 conf call)
on Wed, May 25, 2005 • NOOF • 1 Comment
New Frontier Media (NOOF) offers disappointing F2006 guidance
on Wed, May 25, 2005 • NOOF • Comment!
Media news/analysis in brief - (May 24, 2005)
on Tue, May 24, 2005 • TWX, BBI, PIXR • Comment!
DVRs are not for everyone
on Mon, May 23, 2005 • TIVO • Comment!
Walmart (WMT) teams up with Netflix (NFLX); Blockbuster Online (BBI) tests higher prices
on Thu, May 19, 2005 • BBI, NFLX • Comment!
Netflix (NFLX) upgraded; relief from Blockbuster (BBI) in sight
on Wed, May 18, 2005 • BBI, NFLX • Comment!
Isn't it ironic: Guess who's playing satellite radio ads?
on Wed, May 18, 2005 • SIRI • Comment!
XM Satellite Radio (XMSR) passes 4 million subscriber mark; investors yawn
on Tue, May 17, 2005 • SIRI • Comment!
Warner Music (WMG) reports a smaller loss
on Mon, May 16, 2005 • WMG • Comment!
Movie Gallery (MOVI) disagrees with Blockbuster (BBI) about industry trends (quotes from conf call)
on Fri, May 13, 2005 • BBI, MVGRQ.PK • Comment!
Movie Gallery (MOVI) meets consensus; revenues increase 15% in quarter
on Fri, May 13, 2005 • MVGRQ.PK • Comment!
Dreamworks' (DWA) nightmare: some lessons from a disasterous quarter
on Thu, May 12, 2005 • DWA • Comment!
Disney (DIS) comments on selling radio assets (quotes from conf call)
on Thu, May 12, 2005 • DIS, VIA, CCU • Comment!
Disney (DIS) beats consensus, driven by DVD sales and theme park attendance
on Thu, May 12, 2005 • DIS • Comment!
Icahn replaces Antioco on Blockbuster's (BBI) board; Netflix (NFLX) investors applaud the news
on Thu, May 12, 2005 • BBI, NFLX • Comment!
Warner Music's (WMG) IPO fizzles; declines 4% on opening day
on Thu, May 12, 2005 • WMG • Comment!
Carmike Cinemas discusses its plans for GKC Theaters (quotes from 1Q05 conf call)
on Wed, May 11, 2005 • CKEC • Comment!
Marvel (MVL) plans to buy more shares; board expands stock repurchase allowance
on Wed, May 11, 2005 • MVL • Comment!
Carmike (CKEC) misses badly; 1Q05 EPS falls short of consensus
on Wed, May 11, 2005 • CKEC • Comment!
Warner Music (WMG) cuts IPO price
on Tue, May 10, 2005 • WMG • Comment!
Dreamworks (DWA) springs a leak; stock falls 5% before earnings are released
on Tue, May 10, 2005 • DWA • Comment!
Dreamworks (DWA) delivers a dud; dismal DVD sales doom quarter
on Tue, May 10, 2005 • DWA • Comment!
Entercom (ETM) envisions a world with fewer, shorter radio commericals (quotes from conf call)
on Tue, May 10, 2005 • ETM • Comment!
Entercom (ETM) forecasts 4% growth in same-station revenue and station operating expenses
on Tue, May 10, 2005 • ETM • Comment!
New addition to The Media Investor Resource Page
on Mon, May 9, 2005 • Comment!
Salem Communications (SALM) falls 7% on 2005 guidance, analyst downgrade
on Mon, May 9, 2005 • SALM • Comment!
Young Broadcasting (YBTVA) falls 16% on 2005 outlook; forecasts declining revenues and rising expenses
on Mon, May 9, 2005 • YBTVA • Comment!
Young Broadcasting (YBTVA) discusses radio industry ownership rules (quotes from conf call)
on Sun, May 8, 2005 • YBTVA • Comment!
Lion's Gate (LGF) not bidding on HIT Entertainment; investors are relieved; stock rises 4%
on Fri, May 6, 2005 • LGF • Comment!
Salem Communications (SALM) discusses achieving critical mass in the Christian market (quotes from conf call)
on Fri, May 6, 2005 • SALM • Comment!

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