[opendtv] Re: Another view on media recovery
- From: "Manfredi, Albert E" <albert.e.manfredi@xxxxxxxxxx>
- To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
- Date: Mon, 2 Nov 2009 09:45:25 -0600
Craig Birkmaier wrote:
> Here's another story about recovery of the ad markets for big media.
> Please note that almost all of the "growth" is coming from cable
> networks not the broadcast networks.
That's not at all the way I read it.
The summary is at the end, and it agrees with the previous article.
http://www.broadcastingcable.com/article/367017-Buying_Into_Big_Media_s_Recovery.php?nid=2228&source=title&rid=5250536
"[ ... ] Bernstein Research's Michael Nathanson wrote in a note on Oct. 30,
'The financial performance of national networks [in Q4] will likely be more
closely tied to changes in ratings growth and, more specifically, ratings share
gains and losses.' He sees upside for Fox and CBS; in cable, he says, Scripps
and Discovery are gaining share, while Time Warner, News Corp. and Viacom are
losing share."
So, winners and losers both in the cable nets and in the TV networks, and Fox
and CBS are the clear winners in the TV networks. Just as the USA Today article
said, basing their results on Nielsen ratings.
Bert
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