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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

Twitter Must Lead, Not Follow, on User Growth

wsj.com — The first step in any turnaround is acknowledging you have a problem. Twitter finally appears to be doing that. Recognition isn't the same as a solution, though. Interim Chief Executive Jack Dorsey signaled this on a call with analysts Tuesday to discuss second-quarter results.

Comcast: Don’t get caught up in the BuzzFeed -- Heard on the Street

wsj.com — Comcast may need to invest in a digital media startup, but it shouldn't overpay for that cachet The possibility of TV ad money moving online is a big reason venture capitalists have poured funds into digital-media startups. Now, that possibility appears to be worrying Big TV.
Jul 27, 2015

Comcast shareholders should be wary of investing in an unproven digital media co, esp when it means lower buybacks. on.wsj.com/1LM8JOC

FT Sale Gives Pearson Valuable Paper

wsj.com — Pearson is getting a hefty price in its sale of FT Group to Nikkei. That should boost its deal-making firepower. Pearson is doing a bit of housecleaning. But it isn't donating anything to charity. The education and media company said Thursday it is selling Financial Times parent FT Group to Japan's Nikkei for £844 million ($1.3 billion) in cash.
Jul 23, 2015

Pearson is getting a hefty price for FT. But the deal could also make sense for Nikkei given Japan's low-growth. $PSO on.wsj.com/1LG234g

Jul 23, 2015

RT @miriamgottfried: Pearson is getting a hefty price for FT. But the deal could also make sense for Nikkei given Japan's low-growth. $PSO on.wsj.com/1LG234g

Jul 23, 2015

Canny investors see lots of value in great newspaper mastheads. Nikkei paying over 35 times earnings for FT: on.wsj.com/1OoX7A5

Show 2 more tweets from Darren Davidson, Australian Media

Pearson's Paper Pocket Money

wsj.com — In 2002 Pearson Chief Executive Marjorie Scardino said the company would sell the Financial Times "over my dead body." Her successor John Fallon has taken a more nuanced tack-as might be expected for a former head of communications-saying Tuesday that it is "a highly valued and very valuable part of" Pearson.
Jul 23, 2015

Here's a piece I wrote in 2012 about why a sale of FT Group probably won't move the needle much for Pearson. $PSO on.wsj.com/1OzEMAX

Jul 23, 2015

RT @miriamgottfried: Here's a piece I wrote in 2012 about why a sale of FT Group probably won't move the needle much for Pearson. $PSO on.wsj.com/1OzEMAX

Jul 23, 2015

RT @miriamgottfried: Here's a piece I wrote in 2012 about why a sale of FT Group probably won't move the needle much for Pearson. $PSO on.wsj.com/1OzEMAX

Verizon Feels AT&T’s Pain

wsj.com — For the U.S. telecom industry, what a difference a year makes. Verizon Communications' second-quarter results Tuesday included better-than-expected earnings. But revenue growth was light as more of the company's wireless subscribers moved to discounted plans that separate the cost of a device from that of service.
Jul 21, 2015

Verizon's Q2 results show it's undergoing the same painful process AT&T endured last year. $VZ on.wsj.com/1LATjMM pic.twitter.com/boZMuZP4jW

Amazon to Jet: How Do You Like This Prime Day?

blogs.wsj.com — Amazon.com hasn't typically been one to worry about competition. But what about competition that hasn't even launched yet? Jet.com, which opens to the public Tuesday, is helmed by Marc Lore, who sold his company Quidsi to Amazon in 2010. And it has raised $225 million in capital in the past year to help fund its strategy of underpricing Amazon.
Jul 20, 2015

At least one analyst thinks Amazon's Prime Day was a response to Jet.com's upcoming launch. $AMZN on.wsj.com/1JcK6Kn

Jul 20, 2015

RT @miriamgottfried: At least one analyst thinks Amazon's Prime Day was a response to Jet.com's upcoming launch. $AMZN on.wsj.com/1JcK6Kn

Discounts Are Done for Dish

wsj.com — FCC may reject company's spectrum auction discounts, but its valuation shouldn't suffer too much Dish Network appears to have pushed the envelope a bit too far in the eyes of the government. But the worst may be over for its investors.
Jul 20, 2015

Dish Network may not get the spectrum bidding discounts it hoped for. But the $3.3B it must pay is priced in. $DISH on.wsj.com/1Ory4wR

Jul 20, 2015

RT @miriamgottfried: Dish Network may not get the spectrum bidding discounts it hoped for. But the $3.3B it must pay is priced in. $DISH on.wsj.com/1Ory4wR

Starboard Move Could Store Up Trouble for Macy’s

wsj.com — A spinoff of the department store chain's real-estate assets could come at a cost For Macy's, there may be extra gold in them thar stores. But the retailer should think twice before extracting it. Starboard Value said Wednesday it had taken a stake in Macy's and is pushing the department store chain to spin off some of its real-estate assets.
Jul 15, 2015

Macy's spinning off real estate would mean short-term gain & potential for long-term pain. $M on.wsj.com/1Oewa2K pic.twitter.com/KQGWBvkSoO

Jul 15, 2015

RT @miriamgottfried: Macy's spinning off real estate would mean short-term gain & potential for long-term pain. $M on.wsj.com/1Oewa2K h…

Comcast’s Streaming Service Could Push Customers Back to Cable

blogs.wsj.com — Comcast 's new service for cord cutters might yet prompt some to retie the knot. The cable giant announced on Monday a new video streaming service that will allow its broadband subscribers to get basic broadcast TV channels, plus HBO, and a cloud-based DVR service for an extra $15 a month.
Jul 13, 2015

Comcast's new streaming service may actually end up highlighting the value of traditional cable. $CMCSA on.wsj.com/1IVYoPD

Drahi’s American Cable Dream Faces Harsh Reality

blogs.wsj.com — Patrick Drahi is making a splashy U.S. entrance. But he may be a bit late to the party. The founder of France's Altice aims to create a U.S. cable giant. Altice, which said in May it would take a controlling stake in Suddenlink Communications, missed its chance to buy Time Warner Cable when Charter Communications swooped in with a deal for the U.S.
Jul 10, 2015

Even if Drahi convinces $CVC & Cox to sell, will be tough for Altice to get U.S. cable scale. on.wsj.com/1NZ3Z7M pic.twitter.com/OLP9bDHzBB

More Articles →
Jul 30, 2015

Ok, so @MikeIsaac is the only person consistently featured in my "while you were away" tweets. I'll never miss a single pearl of his wisdom.

Jul 28, 2015

Twitter to investors: Our already risky user turnaround will also take a long time. $TWTR on.wsj.com/1h3W9Pj pic.twitter.com/G43OUwrjIX

Jul 28, 2015

RT @SconsetCapital: @miriamgottfried "MAU growth will take time" is not what investors in nose bleed multiple stocks want to hear.

Jul 28, 2015

Noto: Don't expect to see sustained user growth till we can reach the mass market, which will not happen for considerable amount time. $TWTR

Jul 28, 2015

RT @yoreekoh: TellApart contributed $12M revenue during five weeks it was part of Twitter in Q2

Jul 27, 2015

Comcast shareholders should be wary of investing in an unproven digital media co, esp when it means lower buybacks. on.wsj.com/1LM8JOC

Jul 24, 2015

Public advocacy groups saying FCC conditions aren't harsh enough on AT&T, but gov cares more about broadband than TV. on.wsj.com/1LIoKFh

Jul 24, 2015

Conditions in $T $DTV merger: Expand fiber, offer bband to low income ppl, apply any data caps to own OTT service. on.wsj.com/1LIoKFh

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