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Media Reporter, Heard on the Street — Wall Street Journal
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Media, telecom & retail for Wall Street Journal's Heard on the Street; 'When in Rome, do as Miriam does'; 212-416-2679; miriam.gottfried@wsj.com

Pandora Hits a Discordant Growth Note

online.wsj.com — Competition may be catching up to Pandora Media. And that isn't even its biggest hurdle. The Internet music service's third-quarter revenue and profit slightly beat expectations late Thursday. Pandora also raised guidance. But user-growth issues and worries about rising content costs drowned out those positive notes. Pandora only added a...

AT&T’s Taxing Cash Conundrum

online.wsj.com — A hefty dividend is a big lure for investors. At AT&T, it is also something of a burden. The telecom giant reported weaker third-quarter earnings and revenue late Wednesday. Intense competition continues to take its toll. But comments by AT&T's management also shone a spotlight on its cash position.

Searching for Answers at Yahoo

online.wsj.com — Yahoo Chief Executive Marissa Mayer has bought herself some time. But the clock is still ticking. Yahoo reported better-than-expected third-quarter revenue and profit on Tuesday. Revenue rose 1% versus a year earlier. That is paltry for a tech company but still better than year-over-year declines seen in some recent quarters.

Carriers Bent Out of Shape By iPhone

online.wsj.com — While fans remain loyal to Apple's iphone, carriers are another matter.

Netflix Struggles With Addition

blogs.wsj.com — For Netflix , one number still matters most: domestic subscriber net additions. The streaming video company's disappointing third-quarter figure helped wipe off more than a quarter of its value in after-market trading on Wednesday. Netflix said it added roughly 980,000 subscribers in the U.S., well short of earlier guidance for 1.33 million and the 1.29 million it posted a year earlier.

HBO Changes the Channel

online.wsj.com — HBO just put a date on the inevitable. The premium cable network said Wednesday that it would offer a stand-alone online-streaming version of its services in 2015. The move, which comes as part of owner Time Warner's broader strategy overhaul, would make HBO the first channel to move beyond the traditional cable bundle, the biggest crack yet in the pay-TV fortress.

T-Mobile, Sprint Dive Too Deep Into the Subscriber Pool

Amazon’s Pricey Movie Ticket

blogs.wsj.com — Video is all the rage at Amazon.com . The e-commerce giant is poised to spend between $1.5 billion and $2 billion on video-streaming rights and original content production in 2014 and more than $2.5 billion in 2015, Sanford C. Bernstein estimates. That is roughly 2% of consensus estimates for Amazon's revenue in each of the two years.

Gap Goes Into Bargain Basement

online.wsj.com — Investors reacted badly to change at the top of retailer Gap. That may present a buying opportunity.

NBA Deal Gives MSG Bounce

blogs.wsj.com — It was a slam-dunk day for the NBA. The National Basketball association said Monday it had signed deals with Walt Disney and Time Warner for rights to air its games through the 2024-25 season. And while the two media giants were able to fend off competitors vying for the rights, the clear winner may be the league itself.
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Oct 24, 2014

NYC Health Comm Mary Bassett has dealt with viral crises: She treated AIDS patients in Zimbabwe for 17 yrs. @jdawsey1 on.wsj.com/1tkLjZa

Oct 24, 2014

RT @MattZeitlin: Steve Ballmer says Amazon isn't a "real business" because it "doesn't make any money" buzzfeed.com/matthewzeitlin…

Oct 24, 2014

@RichBTIG Interesting. Although I'm not in the business of saying what I think should happen, only what's most likely.

Oct 24, 2014

Pandora faces slowing user growth and complete uncertainty over the trajectory of its biggest expense: content. $P on.wsj.com/ZMuFo7

Oct 24, 2014

The Queen Tweets! Or Does She? @lisafleisher gets into the "processology" of the British monarch's Twitter entree. on.wsj.com/1tjfy2L

Oct 24, 2014

RT @ampressman: Amazon is flailing even by its preferred metrics. Here’s trailing 12 month ROI (source: ycharts.com) $AMZN pic.twitter.com/I1KIouAIDB

Oct 23, 2014

In the ultimate test of my devotion to the arts, I am attending a 5-hr performance of Angels in America, performed in Dutch with subtitles.

Oct 23, 2014

RT @brianstelter: The deal's official: AMC Networks is acquiring a 49.9% stake in @BBCAmerica -- 2 companies are calling it a "long-term creative partnership"

Oct 23, 2014

A hefty dividend is a big lure for investors. At AT&T, it is also something of a burden. $T on.wsj.com/1tgDxiT

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