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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

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.

Dinosaurs Show Up in the Amazon

blogs.wsj.com — It's tough to beat Amazon.com on price. But some rivals appear to be doing it. Amazon was the online price leader in clothing and shoes, electronics, housewares and health and beauty, except when compared with Wal-Mart Stores and Target , according to a study by Wells Fargo and product-pricing data firm 360pi.

Facebook’s Mixed WhatsApp Blessing

online.wsj.com — Facebook has received approval from EU regulators for its purchase of WhatsApp. For investors, that is both reason to cheer and sigh.

Netflix Thickens the Plot for Movie Theaters

online.wsj.com — Moves by Netflix into original films may give Americans yet another reason to stay home-more bad news for movie-theater operators.

Facebook More than Ads Up

blogs.wsj.com — Facebook is already punching above its weight in the ad market. American adults will spend 21 minutes a day on the social network in 2014, accounting for 6% of their digital media diet, eMarketer estimates. And only 52.8% of adults even use Facebook on a monthly basis.
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Oct 16, 2014

RT @RolfeWinkler: Google employees getting themselves paid. Stock compensation expense jumped 46% this quarter vs last year, vs rev growth of 20%.

Oct 16, 2014

RT @zseward: Most interesting thing Apple unveiled today wasn't even mentioned on stage: cross-carrier SIM card qz.com/282466

Oct 16, 2014

Who needs a new TV? RT @wjrothman: 14.7 million pixels - Apple skipped 4K and jumped right to 5K. Hardcore. pic.twitter.com/XXrqpSIXJL

Oct 16, 2014

"New Yorkers Trying to Make Ends Meet in the Sharing Economy" Gotta love em for trying. nyti.ms/1rfvvQW

Oct 15, 2014

Apparently, Adam Sandler is really popular overseas. $NFLX

Oct 15, 2014

Netflix's Sarandos says the company's original series have proven popular globally. $NFLX

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