Miriam Gottfried on Muck Rack

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NYC
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

Apple’s Original Programming Idea: Unproven and Unoriginal

wsj.com — Just because Apple may be getting into original content doesn't mean it can make good shows Investing in original content is a strategy so much in vogue for tech companies that it is starting to feel less than original.
Sep 01, 2015

Just because it's Apple doesn't mean it can make good original content. $AAPL $NFLX on.wsj.com/1EzXSGY

Sep 01, 2015

Don't equate spending on original content with success, even when the money is coming from Apple @miriamgottfried wsj.com/articles/apple…

Sep 01, 2015

RT @miriamgottfried: Just because it's Apple doesn't mean it can make good original content. $AAPL $NFLX on.wsj.com/1EzXSGY

Sep 01, 2015

Yes! "Just because Apple may be getting into orig content doesn’t mean it can make good shows" wsj.com/articles/apple… via @miriamgottfried

Sep 01, 2015

Side note: While Apple success at originals not a given, competition wld be a negative for $NFLX at this valuation. on.wsj.com/1EzXSGY

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Is comScore’s Revenue Growth as Good as It Seems?

wsj.com — Growth-starved investors have rewarded companies that can increase revenues. But investors should dig into what is driving their growth. Internet analytics company comScore is an example. It reported second-quarter revenue of $91.4 million on Aug. 4, up 14% from a year earlier. A note within its quarterly filing explained, though, that $10.8 million was "nonmonetary" revenue.
Aug 31, 2015

RT @miriamgottfried: Should investors really treat revenue as revenue when it comes with no cash? That's the comScore question. $SCOR on.wsj.com/1hrXJue

Aug 31, 2015

RT @miriamgottfried: ComScore's sales grew 14% in Q2. Without "nonmonetary" revenue they would have grown 3%. $SCOR on.wsj.com/1hrXJue pic.twitter.com/6HPYbuCcZs

Aug 31, 2015

Should investors really treat revenue as revenue when it comes with no cash? That's the comScore question. $SCOR on.wsj.com/1hrXJue

Aug 31, 2015

Is comScore’s revenue growth as good as it seems? @miriamgottfried digs in to the numbers on.wsj.com/1Jx0F2u

Aug 31, 2015

ComScore's sales grew 14% in Q2. Without "nonmonetary" revenue they would have grown 3%. $SCOR on.wsj.com/1hrXJue pic.twitter.com/6HPYbuCcZs

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It’s Time to Profit from Tiffany’s Pain

wsj.com — Tiffany is exposed to the strong dollar and the fluctuations of the global economy. But much of that may be priced in. Pain abroad is hitting Tiffany at home. But that may have put the jeweler's shares on sale.
Aug 27, 2015

Tiffany's exposed to the strong dollar & global mkt fluctuations. But a lot is priced in. $TIF on.wsj.com/1F0aYId pic.twitter.com/sgIhAAJTb3

Dialing Up Dividends With AT&T, Verizon

wsj.com — The stock market hasn't been particularly kind to AT&T and Verizon Communications over the past year. Amid a bruising wireless price war and a gradual shift in investor focus toward growth, as opposed to yield, shares of the two telecom giants have underperformed the broader market.
Aug 25, 2015

AT&T and Verizon haven't been big on growth. But if its the safety of yield you want...$T $VZ on.wsj.com/1KKQB3A pic.twitter.com/oAxRmoeKHX

Sharing in Twitter’s Pain

blogs.wsj.com — Twitter has a problem at the top. The risk is that it trickles down to the bottom. The micro-messaging company has been without a permanent chief executive since Dick Costolo left on July 1. Chairman and founder Jack Dorsey has been serving as interim CEO while the board searches for a replacement.
Aug 24, 2015

Twitter's stock-price declines could cause more employees to leave as options go underwater & RSUs lose value. $TWTR on.wsj.com/1U9Byp8

Aug 24, 2015

Weighted-avg grant-date fair val for $TWTR unvested restricted common stock was $31.65/sh as of 6/30. Stock's at $25. on.wsj.com/1U9Byp8

More Homes Make Room for Wrapping

wsj.com — Anyone wanting to buy all the gifts in "The Twelve Days of Christmas" should prepare to do a lot of wrapping-364 presents if all items mentioned in the entire song are wrapped. Linda Howard is ready. The second floor of her 8,000-square-foot Los Angeles home has all the materials to give presence to her presents.
Aug 21, 2015

Got that, guys? You're not really rich until you have a gift-wrapping room. wsj.com/articles/SB100…

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Tech-Media Mergers’ Flimsy Script

wsj.com — For the likes of Apple and Netflix, theory behind plot doesn't fly Big Tech and Big Media may partner to shape the future of TV. But that doesn't necessarily mean they're getting together completely. The view that cable industry consolidation, advertising pressures and declining pay TV subscriber numbers will push major U.S.
Aug 21, 2015

Why tech companies like Apple, Netflix probably won't buy a media company via @miriamgottfried wsj.com/articles/tech-…

Aug 21, 2015

To those who think Apple, Amazon or Netflix are about to buy a media company, I give you this. on.wsj.com/1NAr5Dt pic.twitter.com/6TrRhDfU3X

Aug 21, 2015

RT @miriamgottfried: To those who think Apple, Amazon or Netflix are about to buy a media company, I give you this. on.wsj.com/1NAr5Dt pic.twitter.com/6TrRhDfU3X

Aug 21, 2015

RT @miriamgottfried: To those who think Apple, Amazon or Netflix are about to buy a media company, I give you this. on.wsj.com/1NAr5Dt pic.twitter.com/6TrRhDfU3X

Aug 21, 2015

No, Big Media, Apple isn't going to buy you. Neither are Google, Facebook, Netflix or Amazon. on.wsj.com/1fvSwA8 pic.twitter.com/hTxeKJMQNp

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The Cord of Damocles for Media Companies

blogs.wsj.com — Cord-cutting is officially the U.S. media industry's fear du jour. But not all companies will fare the same if subscriber declines accelerate. Analysts at Sanford C. Bernstein set out to show how sensitive major media companies are to a drop in the affiliate fees they charge pay-TV providers per subscriber.

Ad Blocking Ails the Internet

blogs.wsj.com — If an advertisement shows up online and nobody is there to see it, is it worth anything? The answer is clearly no-posing a growing problem for much of the ad-supported Internet. More than 45 million monthly active users took advantage of ad-blocking software in the U.S.

Zulily Is Lost Up the Amazon With Latest Deal

wsj.com — Zulily's sale to QVC offers a lesson to other e-commerce players trying to compete with Amazon. Being an e-commerce company in the U.S. has increasingly come to mean one thing: figuring out how to coexist with Amazon.com. For those that can't, there is rarely an alternative.
Aug 17, 2015

Zulily's sale to QVC offers a lesson to e-commerce cos trying to compete w/ Amazon. $ZU $QVCA on.wsj.com/1E1kJe1 pic.twitter.com/HkvNxx7Sx2

Aug 17, 2015

RT @miriamgottfried: Zulily's sale to QVC offers a lesson to e-commerce cos trying to compete w/ Amazon. $ZU $QVCA on.wsj.com/1E1kJe1 pic.twitter.com/HkvNxx7Sx2

Aug 17, 2015

RT @miriamgottfried: Zulily's sale to QVC offers a lesson to e-commerce cos trying to compete w/ Amazon. $ZU $QVCA on.wsj.com/1E1kJe1 pic.twitter.com/HkvNxx7Sx2

Aug 17, 2015

RT @miriamgottfried: Zulily's sale to QVC offers a lesson to e-commerce cos trying to compete w/ Amazon. $ZU $QVCA on.wsj.com/1E1kJe1 pic.twitter.com/HkvNxx7Sx2

More Articles →
Sep 02, 2015

@JasonAbbruzzese @AntDeRosa @jyarow Would bet Apple expects video to be profitable at least eventually unless it plans to sell TVs.

Sep 02, 2015

@JasonAbbruzzese @AntDeRosa @jyarow Agree iTunes base works in its favor, but Spotify has loyal subs. Little compelling reason to switch.

Sep 02, 2015

@jyarow @AntDeRosa Except Apple could still very well fail at both music and video. Success not a given, as it is far from the first mover.

Sep 02, 2015

RT @herbgreenberg: WSJ beat us to the punch (hate it when that happens!) but we still got this out yesterday a.m. Our work continues... pic.twitter.com/r4A3F5xvcJ

Sep 02, 2015

Latest gem from WSJ Mansion: Half a Bathroom Can Be Better Than One (pic says it all) on.wsj.com/1JMsiFY pic.twitter.com/FVhxo8APwX

Sep 02, 2015

@jaredbkeller He breaks the cardinal journalist rule of making the news instead of breaking it.

Sep 02, 2015

Alibaba is teaming up with China's answer to Pixar. Perhaps another sign that it's not planning to buy a U.S. studio. on.wsj.com/1JMeBqK


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