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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; Subscribe to our podcast http://apple.co/1jgRo5i; 212-416-2679; miriam.gottfried@wsj.com

Viacom: Why Snapchat Isn’t the Answer

wsj.com — News Corp is a network of leading companies in the worlds of diversified media, news, education, and information services. Earnings show company will need more than a deal with Snapchat to win investors' favor Viacom is trying to give the MTV generation a face-lift. But regaining the value of its youth is proving a difficult task.
Feb 09, 2016

Viacom trades at 6x forward earnings. But Snapchat isn't enough to close gap w/ peers on.wsj.com/1QpQXPV $VIAB pic.twitter.com/HTSncEjz7Z

Feb 09, 2016

RT @miriamgottfried: Viacom trades at 6x forward earnings. But Snapchat isn't enough to close gap w/ peers on.wsj.com/1QpQXPV $VIAB pic.twitter.com/HTSncEjz7Z

Viacom and CBS: What Really Changes?

wsj.com — DOW JONES, A NEWS CORP COMPANY News Corp is a network of leading companies in the worlds of diversified media, news, education, and information services. The divergent performance of Viacom and CBS mean the former's new chairman has more to prove For CBS and Viacom, the more things change, the more they may stay the same.
Feb 04, 2016

For Viacom and CBS, the more things change, the more they may stay the same. Dauman's task is to prove otherwise. on.wsj.com/1mgDMsv

Google’s $140 Billion Question: What Comes Next?

blogs.wsj.com — On this week's episode of the Heard on the Street podcast, we talk about why Google 's market capitalization has skyrocketed over the past six months and what the strong dollar means for the Federal Reserve's ability to raise rates. To listen, click here or subscribe on iTunes.
Feb 04, 2016

Google’s $140 Billion Question: What Comes Next? The latest episode of @wsjheard podcast features $GOOGL & the Fed! on.wsj.com/1mgsg08

Feb 04, 2016

RT @miriamgottfried: Google’s $140 Billion Question: What Comes Next? The latest episode of @wsjheard podcast features $GOOGL & the Fed! ht…

Amazon Stores: Why All Retailers Should Be Afraid

wsj.com — DOW JONES, A NEWS CORP COMPANY News Corp is a network of leading companies in the worlds of diversified media, news, education, and information services. Amazon's plans to open physical bookstores goes way beyond books Amazon.com is becoming a brick-and-mortar bookseller. As it was with its e-commerce odyssey, books may only be the beginning.
Feb 03, 2016

RT @jdlahart: What if bookstores are just the beginning? @miriamgottfried on Amazon's retail ambitions on.wsj.com/209spzQ $AMZN

Feb 03, 2016

What if bookstores are just the beginning? @miriamgottfried on Amazon's retail ambitions on.wsj.com/209spzQ $AMZN

Feb 03, 2016

Why all retailers should fear Amazon's physical bookselling foray by @miriamgottfried on.wsj.com/209spzQ via @WSJ $AMZIN

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Yahoo: It’s Just About Quitting Time

wsj.com — News Corp is a network of leading companies in the worlds of diversified media, news, education, and information services. Yahoo is bowing to the inevitable by saying it will consider a sale of its core business Yahoo may finally be open doing what its investors want it to do: throw in the towel.
Feb 02, 2016

Yahoo may finally be open to doing what its investors want it to do: throw in the towel. $YHOO on.wsj.com/1SWD1Tm

Feb 02, 2016

RT @miriamgottfried: Yahoo may finally be open to doing what its investors want it to do: throw in the towel. $YHOO on.wsj.com/1SWD1Tm

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Slate Money on Facebook emojis, Wall Street harassment, and Univision buying the Onion.

slate.com — Listen to Episode No. 90 of Slate Money: On this episode of Slate Money, 's Moneybox columnist Jordan Weissmann, Miriam Gottfried of the Wall Street Journal, and Shane Ferro of the Huffington Post talk about feelings. Topics discussed on today's show include: Check out other Panoply podcasts at itunes.com/panoply.
Feb 01, 2016

RT @miriamgottfried: Latest Slate Money podcast features @shaneferro and me as guests, along with regular @jhweissmann. Pretty fun crew! slate.me/1KlxOSB

Feb 01, 2016

RT @miriamgottfried: Latest Slate Money podcast features @shaneferro and me as guests, along with regular @jhweissmann. Pretty fun crew! slate.me/1KlxOSB

Can Yahoo Handle Its Moment of Truth?

wsj.com — For Yahoo, something has to give. Chief Executive Marissa Mayer is expected to lay out a more detailed strategy for turning around the company's core business when Yahoo reports fourth-quarter results Tuesday. If that feels like déjà vu all over again, it is probably because Ms. Mayer has been struggling to define her strategy since she took the job 3½ years ago.

Amazon Doesn’t Deliver to Wall Street

wsj.com — News Corp is a network of leading companies in the worlds of diversified media, news, education, and information services. Fourth-quarter results dented lofty hopes that a new age of profitability is at hand Amazon.com reported its highest quarterly profit ever. Wall Street made the mistake of expecting even more.
Jan 28, 2016

Amazon Doesn’t Deliver to Wall Street: More on why expectations for Amazon have gotten ahead of themselves. $AMZN on.wsj.com/1NE7oWR

Jan 28, 2016

$AMZN reported highest quarterly profit ever.Wall St made mistake of expecting even more on.wsj.com/1nS8J7I great lede @miriamgottfried

Jan 28, 2016

RT @miriamgottfried: Amazon Doesn’t Deliver to Wall Street: More on why expectations for Amazon have gotten ahead of themselves. $AMZN on.wsj.com/1NE7oWR

This Is the Oil Stock to Own Now

blogs.wsj.com — In this week's episode of the Heard on the Street podcast, we discuss why shares of Exxon Mobil could be the best way to play oil's slide and learn why oil isn't always the biggest concern for emerging-market investors. To listen, click here or subscribe on iTunes.

Facebook: It’s Hard to Argue With Results Like These

wsj.com — News Corp is a network of leading companies in the worlds of diversified media, news, education, and information services. The social network's results show it hasn't missed a step Facebook is doing a darn good job of living up to lofty expectations. The social network reported fourth-quarter earnings and revenue that handily exceeded estimates.
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Feb 10, 2016

RT @dmac1: New on @WSJD: Andreessen, Thiel sold $148 million in Lyft shares last December on.wsj.com/1nZPBEG w/ @RolfeWinkler

Feb 10, 2016

We all kind of knew how this was going to go. $TWTR down 11.6% after hours.

Feb 10, 2016

RT @Spencerjakab: So instead of this buyback, Amazon could have bought JC Penney and Dillard's with change left over $AMZN $JCP $DDS pic.twitter.com/QOlyoKs2kN

Feb 10, 2016

Amazon apparently thinks its stock is cheap! (That's one of us.) Announces a $5B buyback. $AMZN

Feb 10, 2016

Market seemed to be comforted by Time Warner comments on HBO. $TWX stock now down only 3.3%.

Feb 10, 2016

Bewkes: We are going to step up our marketing of HBO Now and anticipate accelerating growth at HBO. $TWX

Feb 10, 2016

RT @keachhagey: TWX CEO Jeff Bewkes: "The combined scale of our businesses is critical..." (ie, don't expect me to spin off HBO anytime soon.)

Feb 10, 2016

Also, fact that $TWTR has been experimenting with a relevancy-driven timeline since 2010 and finally got around to it now doesn't bode well.


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