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Media Reporter, Heard on the Street — Wall Street Journal

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

Spectrum Auction Could Bang the Gavel for Telecom Stocks

blogs.wsj.com — Telecom investors should once again tune into the airwaves. The government's auction for wireless spectrum ended Thursday with winning bids totaling $44.9 billion, more than double original estimates. The identities of the winning bidders should be revealed in the next few days.

Facebook’s Friendship Costs a Lot

wsj.com — Facebook has found a way to keep winning friends: buy their love. The social network's fourth-quarter revenue and earnings came in ahead of expectations Wednesday as its base of monthly active users grew 13% year over year. But that growth came at a...

Telecom Telegraphed Apple’s iPhone Sales

blogs.wsj.com — It is time to play the game of "Whose Revenue Is it, Anyway?" Both Verizon Communications and AT&T reported strong overall wireless revenue growth in the fourth quarter, driven largely by surges in equipment sales. Sales of devices climbed 74.3% year over year at Verizon and 72.3% at AT&T.

Yahoo Lifts Veil With Alibaba Spin

wsj.com — For Yahoo investors, the mystery is almost gone. The company said late Tuesday that it would spin off its remaining stake in Alibaba into a new company owned by Yahoo shareholders. Yahoo expects the transaction, which will be tax-free, to occur in the fourth quarter of 2015 after its one-year lockup agreement with the Chinese e-commerce company expires.

Snow Day Is No Slow Day for GrubHub

blogs.wsj.com — It is tough to keep the people away from their takeout. Just ask GrubHub . In preparation for Winter Storm Juno, New York City banned travel by "non-essential" vehicles after 11 pm Monday night. Asked whether food delivery bicycles would be allowed out, Mayor Bill de Blasio was clear: "A food delivery bicycle is not an emergency vehicle, so...no," he said.

Verizon’s Double-Edged Growth

wsj.com — Verizon Communications is feeling the pressure of wireless competition. How much pressure, though, is getting harder for investors to gauge. The carrier's wireless performance fell short of analyst expectations when it reported fourth-quarter results last week. Aggressive pricing from T-Mobile US has rippled through the industry, spurring AT&T and Verizon to discount, cutting into margins.

Google’s Call Can’t Be Ignored by Wireless Investors

wsj.com — The U.S. wireless business was looking inhospitable already. Then Google showed up. The search giant is reportedly preparing to sell wireless service directly to consumers through new network deals with Sprint and T-Mobile US.

Netflix Numbers Get Lost in the Stream

blogs.wsj.com — Netflix euphoria has hit investors again. And it may be causing some fuzzy thinking. The online-streaming service said Tuesday that fourth-quarter net subscriber additions topped its guidance domestically and internationally. Netflix also laid out a plan to expand domestic-streaming margins by about two percentage points over the next year, while saying it aims to achieve 40% domestic margins by 2020 based on contribution profit-revenue less cost of sales and marketing.

Viacom’s Fortress of Fortitude

wsj.com — Viacom shareholders could be forgiven for feeling vulnerable. Amid last week's selloff in media stocks, Viacom shares fell even further after Citigroup downgraded its stock on Wednesday. Core to that cut was the risk that Dish Network will drop Viacom's channels when the two companies head back to the negotiating table.

Nielsen Isn’t Leaving the Living Room

wsj.com — The company best known for its television ratings is being underrated by Wall Street. Shares of Nielsen have suffered recently amid concerns about the health of TV advertising, public gripes from clients over the deficiencies of its measurement system and a perception that competition is mounting.
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Jan 29, 2015

Carter Bays, creator of How I Met Your Mother and Wesleyan class of '97, talks about his love for the… instagram.com/p/ydVKMEMTXu/

Jan 29, 2015

@xor @fmanjoo The Amazon story is all about sales growth. I mean, it's certainly not about profits.

Jan 29, 2015

If you're as excited as I am, you know you're a geek RT @tgryta: FCC to reveal winners of the AWS spectrum auction Fri, @gnagesh reports

Jan 29, 2015

@tjdru That's played a role. Think bigger factors are fewer new categories to move into and other retailers getting better at e-commerce.

Jan 29, 2015

Amazon reported its slowest sales growth since the second quarter of 2009--the trough of the recession. $AMZN pic.twitter.com/iGsy1NFsRk

Jan 29, 2015

RT @jandawson: Looks like it was the Media segment, especially internationally, that hit Amazon revenues: pic.twitter.com/V0AG90tsrO

Jan 29, 2015

@WillOremus @Snapchat Thank you for your services to the aging vanguard of the millennial generation. I too am confused.

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