Miriam Gottfried on Muck Rack

Miriam Gottfried Verified

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

Imagining Apple as Shake Shack

An Olympic Deal for Discovery

blogs.wsj.com — Discovery Communications' shareholders may finally be discovering an affinity for Eurosport International. They have been lukewarm on the pan-European sports broadcaster since Discovery announced plans to acquire a controlling interest in it in January 2014.

Speeding Up the Spectrum Auction

blogs.wsj.com — Airwaves will soon be up for auction again. Tom Wheeler wants to make that much clear. In a speech last Friday, the Federal Communications Commission chairman said: "there will be an incentive auction in the first quarter of 2016." That was aimed at putting to rest the idea the government's plan to auction broadcast spectrum to wireless carriers might be delayed.

Match IPO: All Spark and No Flame

wsj.com — A Match Group IPO may excite investors, but recent performance at IAC/InterActiveCorp's dating division gives them little reason to stick around Forget wedding bells. When it comes to the dating business, investors have been clamoring for a divorce. Wall Street got what it wanted Thursday when IAC/InterActiveCorp said it would pursue an initial public offering for its matchmaking division, Match Group.

Charter’s Chances With Time Warner Cable Look Good

wsj.com — It is no surprise that investors are wary about deal-making in the cable sector these days. But for Charter Communications' proposed offer for Time Warner Cable, such concern may be overblown. Comcast's decision in April to abandon its bid for Time Warner Cable due to regulatory pressure took many on Wall Street by surprise.

AT&T and DirecTV: Turn On, Tune In, Stand By

wsj.com — AT&T will soon get a financial shot in the arm from becoming a satellite-TV provider. But the long-term health benefits for the telecom giant from owning DirecTV remain unclear. AT&T's acquisition of DirecTV is expected to close very soon, and the stock has risen in anticipation, including a 3% jump Tuesday on the back of analyst upgrades.

Gap Deserves to Come Off Discount Rack

wsj.com — Success of Old Navy brand shows that Gap can turn around Turning around a retail brand isn't easy. Gap should know: It is one of the few to have pulled it off. The retailer's stock more than doubled between the end of 2011 and the beginning of 2014 after it emerged from a same-store sales rut that lasted for the better part of a decade.

Netflix Runs Into the IT Crowd

wsj.com — Competitive clouds are forming in Netflix's crystal ball. When it comes to Internet video streaming, Netflix has stood out as a leader, despite competition from Hulu, Amazon.com, iTunes and YouTube. But reports this week of Apple and Amazon plotting deeper moves into video suggest big technology companies are just getting started on their advance into its territory.

HEARD ON THE STREET: New Hope for Netflix Profit Stream

wsj.com — Netflix: A house of cards or built on firm foundations? The online-video and DVD-by-mail company long paid top dollar for content, raising questions over its ability to generate consistent profits. For example, its deal with Walt Disney alone, announced in December, will cost around $300 million a year, or about 12% of its current content...

Twitter’s Big Change Falls Short

wsj.com — Dick Costolo stepping down as Twitter CEO doesn't solve the company's strategic problems. Twitter is trying to regain altitude by jettisoning some weight. But a tactical move can't solve a strategic problem. The micromessaging company said Thursday that Chief Executive Dick Costolois stepping down effective July 1.
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Jul 02, 2015

RT @ShaliniWSJ: Univision's fully aware of how important its Hispanic audience is as it pursues IPO ahead of election year. on.wsj.com/1IQKzgO

Jul 02, 2015

@MikeIsaac @alexrkonrad @tomgara When you recover, check out page F-27 of the S-1. Only two years of revenue included, and it grew a lot.

Jul 02, 2015

@MikeIsaac @tomgara Yes. If you read the rest of the S-1, they talk about how much of the losses are attributable to Univision.

Jul 02, 2015

@tomgara @MikeIsaac Looks to me like Univision has a 50% stake, which implies Disney also does. That suggests Disney put in the same amount.

Jul 02, 2015

@tomgara @MikeIsaac I didn't even realize it was from BuzzFeed. I'd never insult your skillz in the public arena, Tom.

Jul 02, 2015

@MikeIsaac Wait. Shouldn't it be Univision that but the $26.5 million into Fusion?

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