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Rich Tullo Saw Cord-Cutting Rise 6 Months Before Nielsen
Friday, March 13, 2015 - 7:17am | 590Albert Fried & Company Director of Research Rich Tullo was not surprised by the Washington Post's report that live TV viewing declined during the fourth quarter. "I am glad that Nielsen and half the firms on Wall Street have finally caught on to what we've been saying all along...
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AMC Networks Q4 Earnings Preview
Thursday, February 26, 2015 - 8:36am | 182AMC Networks Inc (NASDAQ: AMCX) is scheduled to report Q4 earnings ahead of the market open on Thursday. The Street expected revenue to come in at $602.42 million with EPS of $0.99. The consensus for Q1 included revenue of $651.38 million and EPS of $1.46. For the current full year, the...
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TubeMogul Will Benefit From Secular Growth In Video Ads, Expert Says
Friday, February 20, 2015 - 8:44pm | 122In a report published Friday, Albert Fried & Co analyst Richard Tullo maintained an Overweight rating on TubeMogul Inc (NASDAQ: TUBE), with a price target of $23. In the report, Albert Fried & Co noted, "Since we initiated coverage TUBE shares are down about 20% and while we are...
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UPDATE: Albert Fried Initiates Coverage On TubeMogul On Room For Share Growth
Monday, January 26, 2015 - 10:27am | 149In a report published Monday, Albert Fried & Company analyst Rich Tullo initiated coverage on TubeMogul Inc (NASDAQ: TUBE) with an Overweight rating and $23.00 price target. In the report, Albert Fried & Company noted, “While TUBE shares are up 120% since the IPO the lock up expired on...
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Albert Fried & Company Sees Balanced Risk And Potential For Pandora Media
Friday, January 16, 2015 - 8:29am | 176In a report published Friday, Albert Fried & Company analyst Rich Tullo reiterated an Underweight rating and $16.00 price target on Pandora Media Inc (NYSE: P). In the report, Albert Fried & Company noted, “Pandora shares are down 20% since November 19, 2014 as compared to the S&P 500...
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How Netflix Could Drop To $250 In 90 Days
Thursday, October 16, 2014 - 1:29pm | 774Netflix, Inc. (NASDAQ: NFLX) fell more than 25 percent in after-hours trading Wednesday after the company revealed its Q3 results and Q4 guidance. The decline initially reduced Netflix's price to roughly $350 per share. The stock recovered slightly on Thursday but was still down 20 percent...
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Will Adam Sandler, 'Crouching Tiger' Bring New Subscribers To Netflix, Inc.?
Friday, October 3, 2014 - 3:44pm | 843Netflix, Inc. (NASDAQ: NFLX) announced a number of exclusive deals recently, including plans to stream "Crouching Tiger, Hidden Dragon: The Green Legend" and the TV series "Gotham." In October, Netflix also revealed it had secured a four-picture deal with Adam Sandler. No...
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3 Companies That Should Grab Xbox Entertainment Studios
Wednesday, August 20, 2014 - 11:02am | 737Time Warner (NYSE: TWX) is rumored to be interested in acquiring Xbox Entertainment Studios from Microsoft (NASDAQ: MSFT). Few analysts were interested in talking to Benzinga about the rumor, which may turn out to be completely false given Microsoft's official statement on the matter....
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3 Reasons Why Time Warner Should Acquire Xbox Entertainment Studios
Tuesday, August 19, 2014 - 3:07pm | 769After months of hype for new, original content, Microsoft (NASDAQ: MSFT) announced that it would shut down its entertainment division. The Hollywood Reporter last week revealed that Microsoft might sell Xbox Entertainment Studios to another entity instead. Time Warner (NYSE: TWX) is...
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UPDATE: Albert Fried & Company Downgrades Synacor On Good Market Position
Thursday, August 14, 2014 - 9:31am | 125In a report published Thursday, Albert Fried & Company analyst Rich Tullo downgraded the rating on Synacor (NASDAQ: SYNC) from Overweight to Market Perform, and lowered the price target from $5.00 to $3.50. In the report, Albert Fried & Company noted, “SYNC's strategic positioning, sticky...
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Weekly Highlights: Microsoft's Big NFL Win, Fire Phone Expenses And More
Saturday, August 9, 2014 - 9:45am | 187It was a rather slow week for major tech stories, though that should change with major Apple (NASDAQ: AAPL) and Samsung (OTC: SSNLF) events coming in September. There were some interesting developments, however, including the NFL debut of Microsoft's (NASDAQ: MSFT) Surface Pro 2. Amazon...
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Will Netflix Produce Another 'House Of Cards'-Sized Hit?
Thursday, August 7, 2014 - 2:35pm | 1059Netflix (NASDAQ: NFLX) has delivered two hit shows: House of Cards and Orange is the New Black. Several more are on the way, but will any of them have what it takes to live up to House of Cards' legacy? New Marvel Shows Netflix is developing five series based on various Marvel...
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Pandora's Direct Label Deal Won't Help Artists Get Rich
Wednesday, August 6, 2014 - 3:52pm | 446Pandora (NYSE: P) announced today that it had signed an agreement with Merlin, a global rights agency that represents thousands of independent labels. The deal will allow Pandora to pay the labels directly. Albert Fried & Company analyst Rich Tullo said that while this is a step in the...
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6 Companies That Could Acquire AMC Networks
Wednesday, July 16, 2014 - 4:39pm | 1036Twenty-First Century Fox (NASDAQ: FOXA) stunned investors Wednesday when it was revealed that the company offered to acquire Time Warner (NYSE: TWX) for $80 billion. The deal (which valued Time Warner at $85 per share) was ultimately rejected, but that didn't stop investors from buying the...
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2 Reasons Why Aereo's Downfall Is Bad For Netflix
Wednesday, June 25, 2014 - 3:48pm | 629Netflix (NASDAQ: NFLX) may not be directly affected by Wednesday's Supreme Court ruling, but the streaming video giant could still be hurt by the fall of Aereo. The Supreme Court ruled that Aereo (which allows consumers to stream live TV for a fee) violated the Copyright Act of 1976. Unlike...