Archive for the ‘Television’ Category
Monday News Roundup – Julia Stiles & Torchwood
Posted by mmoret in Featured, Movies, Television on June 7th, 2010
No big news today, but some interesting TV casting and moves.
- Julia Stiles will be on ten episodes of the new season of Dexter.
- Torchwood’s next season is moving from BBC America to Starz.
- Lie to Me is returning to Fox tonight, Pretty Little Liars is premiering tomorrow on ABC Family and True Blood is returning on Sunday.
- MTV showed some stuff over the weekend, but I don’t care.
- Apparently, this last Memorial Day was the worst one for movies in 17 years. Â Neither Prince of Persia, nor SATC 2 brought in the revenue that people were expecting.
Nielsen’s Public Offering – Part 2
Posted by mmoret in Featured, Television on June 3rd, 2010
The financial analysis for Nielsen is still forthcoming, but I have looked a bit more on what the financial blogosphere is saying about it. Â Most sites, such as Motley Fool and the Wall Street Journal, are calling the IPO a poor purchase. Â What I find disappointing is the reasoning behind it.
Nielsen has a terrible business model. Â They use a couple of thousand households to speculate on the viewership habits of millions. Â The last view years has seen them branch out into some tracking of Internet and delayed viewing in their ratings. Â The problem is that tracking Internet or DVR views is trivial. Â Anytime you watch something on ABC, they know. Â Every rewind on that TIVO is tracked. Â Nielsen is no longer providing the useful product it once did.
But who cares?
Let’s say I start a LintMart.  We’re devoted to selling lint.  We have 6 customers.  Each of them pays us a million dollars for each gram of lint we provide them, with a bonus if the lint is  blue.  It’s a terrible business model, but I have customers and I’m making money.  With that kind of profit margin, why wouldn’t you invest?
Now, I’m not saying that Nielsen is selling fluff for a ridiculous amount, I’m just saying that you shouldn’t write it off as a bad investment simply because they have serious going concern problems.
So why should you write it off? Â Michael Corkery on the WSJ says it better than I can: (Link)
“Still, anytime savvy investors – such as KKR, Blackstone and Carlyle Group – are selling out in a volatile stock market — potential investors should be asking themselves why.”
Nielsen’s Public Offering
Posted by mmoret in Featured, Television on June 3rd, 2010
The Nielsen Company is who we blame when our favorite shows get canceled. Â They’re planning a public stock offering, which means that sometime in the future, you may be able to buy NIEL stock. Â This is purely speculation on my part, but N and NIE and NLS are all already taken, so the choices are limited.
TV by the Numbers has a bit of analysis on the legalize in the SEC document that’s amusing.
For my own part, I’m going to try to go through the numbers in the document and see where the company actually stands and post it tonight. Â I’m also interested in how it affects a company that’s incorporated in the Netherlands to do a public offering in the US.
Television’s New Night
Posted by mmoret in Featured, Television on May 20th, 2010
Television’s upfronts are this week and the various networks are announcing new shows and line-ups for the fall. For the last few years, Friday nights are where shows go to die. The opportunity costs are low enough that it’s an easy place to put a regretful new show or an old favorite that’s past its prime.
This fall almost every network is putting some effort into their Friday night lineup. Here are the shows we can expect:
Fall 2010 Friday Lineup |
||||||
ABC | CBS | CW | FOX | NBC | ||
08:00 | Secret Millionaire | Medium | Smallville | Human Target | Who Do You Think You Are? &
School Pride |
|
09:00 | Body of Proof | CSI/NY | Supernatural | The Good Guys | Dateline | |
10:00 | 20/20 | Blue Bloods | Outlaw |
* Bolded items are new shows.