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David Strahlberg

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Media news/analysis in brief - (May 24, 2005)
on May 24, 2005 • BBI, HOLL, PIXR
Walmart (WMT) teams up with Netflix (NFLX); Blockbuster Online (BBI) tests higher prices
on May 19, 2005 • BBI, NFLX
Netflix (NFLX) upgraded; relief from Blockbuster (BBI) in sight
on May 18, 2005 • BBI, NFLX
Movie Gallery (MOVI) disagrees with Blockbuster (BBI) about industry trends (quotes from conf call)
on May 13, 2005 • BBI, MVGR.PK
Icahn replaces Antioco on Blockbuster's (BBI) board; Netflix (NFLX) investors applaud the news
on May 12, 2005 • BBI, NFLX
Blockbuster (BBI) explains why it isn't an attractive LBO candidate (quotes from conf call)
on May 05, 2005 • BBI
Blockbuster (BBI) beats expectations; increases guidance slightly; still faces a costly and difficult 2005
on May 05, 2005 • BBI
Is Michael Pachter allowed to call Netflix (NFLX) 'a worthless piece of crap'?
on May 03, 2005 • BBI, MVGR.PK, NFLX
Icahn wants to sell Blockbuster (BBI)
on Apr 19, 2005 • BBI, MVGR.PK, NFLX
Antioco strikes back: Blockbuster's (BBI) CEO responds to Icahn's attacks
on Apr 18, 2005 • BBI
Rentrak (RENT) reports that U.S. home video rental revenues grew during Q1 2005
on Apr 14, 2005 • BBI, MVGR.PK, NFLX
Media news/analysis in brief - (April 13, 2005)
on Apr 13, 2005 • BBI, IMAX, LGF
A postage rate increase impacts Netflix (NFLX) and Blockbuster (BBI), but which would it hurt more?
on Apr 10, 2005 • BBI, NFLX
Is Carl Icahn good for Netflix (NFLX)?
on Apr 08, 2005 • BBI, NFLX
Icahn delares war!! Wants Blockbuster's (BBI) head on the chopping block (Part II)
on Apr 07, 2005 • BBI
Icahn delares war!! Wants Blockbuster's (BBI) head on the chopping block (Part I)
on Apr 07, 2005 • BBI
Media news/analysis in brief - (April 4, 2005)
on Apr 05, 2005 • BBI, DIS, IMAX
What is Carl Icahn planning? Ups his stake in Hollywood Entertainment (HLYW) and Blockbuster (BBI)
on Apr 01, 2005 • BBI, MVGR.PK
Blockbuster (BBI) announces layoffs; are more price cuts coming?
on Apr 01, 2005 • BBI, MVGR.PK, NFLX
Wattles cuts stake in Hollywood Entertainment (HLYW)
on Mar 31, 2005 • BBI, MVGR.PK
That's settled: Blockbuster (BBI) resolves lawsuits surrounding its 'No Late Fees' campaign
on Mar 29, 2005 • BBI, NFLX
Movers and shakers: management changes during 1Q05
on Mar 28, 2005 • BBI, DIS, DTV
Reaction to Blockbuster's (BBI) dropped bid: Movie Gallery (MOVI) jumps 21%
on Mar 28, 2005 • BBI, MVGR.PK, NFLX
Blockbuster (BBI) drops its bid for Hollywood Entertainment (HLYW)
on Mar 25, 2005 • BBI, MVGR.PK, NFLX
Hollywood Entertainment's (HLYW) ex-CEO wants to buy its stores
on Mar 22, 2005 • BBI, MVGR.PK
Movie Gallery (MOVI) discusses the impact of Blockbuster's (BBI) 'No Late Fees' campaign and a subscription based business model (quotes from conf call)
on Mar 21, 2005 • BBI, MVGR.PK, NFLX
Movie Gallery (MOVI) hits consensus; blames same-store sales decline on the calendar, the box-office and the weather
on Mar 21, 2005 • BBI, MVGR.PK
Empty shelves at Blockbuster (BBI)
on Mar 15, 2005 • BBI, MVGR.PK
Movie Gallery (MOVI) launches formal tender for VHQ Entertainment
on Mar 14, 2005 • BBI, MVGR.PK
Netflix (NFLX) doubles its free trial period
on Mar 10, 2005 • BBI, NFLX
Blockbuster (BBI) discusses its plans to enter the VOD market in 2006 (quotes from conf call)
on Mar 09, 2005 • BBI, LGF
Blockbuster (BBI) beats expectations; sets the stage for heavy investment and operating losses in 2005
on Mar 09, 2005 • BBI, NFLX

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