#CaptainAmerica  comes to the rescue in $DIS  #earnings  report: http://bit.ly/1sdZa2yFrom the article:"Guardians didn’t contribute to fiscal third-quarter results. Instead, Captain America: The Winter Soldier led the way at the box office, earning $713.6 million worldwide, according to Box Office Mojo. The win reflects Disney’s growing reliance on acquired brands, as Marvel powered gains in both the consumer goods and studio entertainment segments, two of Disney’s fastest-growing businesses in the quarter …"http://click-to-read-mo.re/p/8Crw/532ae9e2

#CaptainAmerica  comes to the rescue in $DIS #earnings  report: http://bit.ly/1sdZa2y

From the article:

"Guardians didn’t contribute to fiscal third-quarter results. Instead, Captain America: The Winter Soldier led the way at the box office, earning $713.6 million worldwide, according to Box Office Mojo. The win reflects Disney’s growing reliance on acquired brands, as Marvel powered gains in both the consumer goods and studio entertainment segments, two of Disney’s fastest-growing businesses in the quarter …"

http://click-to-read-mo.re/p/8Crw/532ae9e2

How  #GoogleFiber  put  #Verizon  on the defensive. $VZ $GOOGL http://bit.ly/1sbg4LPFrom the article:"Say what you will about the differences in style, Google and Verizon are pitching what would amount to identical services — if Verizon were offering gigabit connectivity. Google Fiber is not only symmetric, but it’s also 40 times faster for entry-level customers and twice as fast as Verizon’s top-tier offering."http://click-to-read-mo.re/p/8B6m/532ae9e2

How #GoogleFiber  put #Verizon  on the defensive. $VZ $GOOGL http://bit.ly/1sbg4LP

From the article:

"Say what you will about the differences in style, Google and Verizon are pitching what would amount to identical services — if Verizon were offering gigabit connectivity. Google Fiber is not only symmetric, but it’s also 40 times faster for entry-level customers and twice as fast as Verizon’s top-tier offering."

http://click-to-read-mo.re/p/8B6m/532ae9e2

Night 3 of  #SDCC . Finally had a chance to catch up w my  #EverythingGeek  co-hosts, +Justin Cavender and +Tony Tellado.http://click-to-read-mo.re/p/8qHJ/532ae9e2

Night 3 of #SDCC . Finally had a chance to catch up w my #EverythingGeek  co-hosts, +Justin Cavender and +Tony Tellado.

http://click-to-read-mo.re/p/8qHJ/532ae9e2

Where to put the dollars you’re spending on vintage #comics at #SDCC this weekend: http://aol.it/1umtk5vFrom the article:"As it turns out, widespread interest in Walt Disney’s (DIS) Marvel movies and similar films from Time Warner’s (TWX) DC Comics has spawned surging interest in rare comics. Dallas-based Heritage Auctions sold $30 million worth of comics and comic book art in 2013 alone."http://click-to-read-mo.re/p/8oFy/532ae9e2

Where to put the dollars you’re spending on vintage #comics at #SDCC this weekend: http://aol.it/1umtk5v

From the article:

"As it turns out, widespread interest in Walt Disney’s (DIS) Marvel movies and similar films from Time Warner’s (TWX) DC Comics has spawned surging interest in rare comics. Dallas-based Heritage Auctions sold $30 million worth of comics and comic book art in 2013 alone."

http://click-to-read-mo.re/p/8oFy/532ae9e2

Tags: comics SDCC

Did you know  #AppleTV  is the world’s most-used streaming media player? http://bit.ly/WiTZ3O $AAPLThat’s a good position to be in considering where this market is headed. From the article:"Parks estimates the worldwide installed base for Apple TV at 20 million versus 8 million for Roku as of the end of 2013. Tiny numbers when you consider the increasing popularity of American television and cinema is Europe and Asia. Netflix alone serves over 46 million paid subscribers across the globe. As its membership rolls grow, so too should the market for Apple TV, Roku, and alternatives.If there’s a loser here, it might be Chromecast. Roughly 6% of U.S. broadband households have one. Among the owners that Parks surveyed, monthly use of the device for watching Internet video on TV dropped to 73% in the first quarter from 78% in the third quarter of 2013. Perhaps that’s why Google touted  forthcoming support for Chromecast mirroring at last month’s I/O developer conference.Parks doesn’t weigh in on the specific potential for Fire TV. But there’s also no doubt that Amazon.com’s mere interest in the market is a threat, and could “awaken the sleeping giant that is Apple,” research director Barbara Kraus said in a press release announcing the findings.”http://click-to-read-mo.re/p/8hrh/532ae9e2

Did you know #AppleTV  is the world’s most-used streaming media player? http://bit.ly/WiTZ3O $AAPL

That’s a good position to be in considering where this market is headed. From the article:

"Parks estimates the worldwide installed base for Apple TV at 20 million versus 8 million for Roku as of the end of 2013. Tiny numbers when you consider the increasing popularity of American television and cinema is Europe and Asia. Netflix alone serves over 46 million paid subscribers across the globe. As its membership rolls grow, so too should the market for Apple TV, Roku, and alternatives.

If there’s a loser here, it might be Chromecast. Roughly 6% of U.S. broadband households have one. Among the owners that Parks surveyed, monthly use of the device for watching Internet video on TV dropped to 73% in the first quarter from 78% in the third quarter of 2013. Perhaps that’s why Google touted  forthcoming support for Chromecast mirroring at last month’s I/O developer conference.

Parks doesn’t weigh in on the specific potential for Fire TV. But there’s also no doubt that Amazon.com’s mere interest in the market is a threat, and could “awaken the sleeping giant that is Apple,” research director Barbara Kraus said in a press release announcing the findings.”

http://click-to-read-mo.re/p/8hrh/532ae9e2

Tags: AppleTV

Nice $80 mil.win for  #SouthPark , Comedy Central. For +Hulu? Not so much: http://bit.ly/1rmqOrl Reactions?From the article:"Investors should take note because the comments are specifically aimed at how Hulu does business. Most say they don’t like that Hulu Plus includes ads when its key competitors — Netflix and Amazon Prime — are ad-free. International distribution is also an issue, according to many of the commenters.For its part, Hulu says at its site that ads help to keep subscription costs low. I know that sounds trite, but it’s actually a reasonable argument. Netflix had (and continues to have) a profitable DVD-by-mail service that produces revenue and profit for funding originals and international streaming expansion. Hulu has never been anything other than a streaming service.”http://click-to-read-mo.re/p/8cFZ/532ae9e2

Nice $80 mil.win for #SouthPark , Comedy Central. For +Hulu? Not so much: http://bit.ly/1rmqOrl Reactions?

From the article:

"Investors should take note because the comments are specifically aimed at how Hulu does business. Most say they don’t like that Hulu Plus includes ads when its key competitors — Netflix and Amazon Prime — are ad-free. International distribution is also an issue, according to many of the commenters.

For its part, Hulu says at its site that ads help to keep subscription costs low. I know that sounds trite, but it’s actually a reasonable argument. Netflix had (and continues to have) a profitable DVD-by-mail service that produces revenue and profit for funding originals and international streaming expansion. Hulu has never been anything other than a streaming service.”

http://click-to-read-mo.re/p/8cFZ/532ae9e2

Tags: SouthPark

As promised, here’s a closer look at $IMAX and the importance of joint revenue-sharing: http://bit.ly/1whVSZw  #starwars  From the article:"IMAX needs these kind of wins. Joint revenue-sharing arrangements — whereby theaters get access to equipment in exchange for a cut of the box-office take — comprised 22.5% of revenue and 27.6% of gross profit in the latest quarter.We can expect even bigger contributions in future years. “The company continues to seek to expand its network of theaters under joint revenue-sharing arrangements, particularly in select international markets,” IMAX said in its latest 10-K annual filing.China is a good example. As of December, 85 of IMAX’s 150 local theaters were subject to joint revenue-sharing agreements. Investors like the model well enough that, in April, IMAX sold a 20% stake in its China subsidiary to CMC Capital Partners and FountainVest Partners for $80 million in proceeds.”http://click-to-read-mo.re/p/8b5C/532ae9e2

As promised, here’s a closer look at $IMAX and the importance of joint revenue-sharing: http://bit.ly/1whVSZw #starwars  

From the article:

"IMAX needs these kind of wins. Joint revenue-sharing arrangements — whereby theaters get access to equipment in exchange for a cut of the box-office take — comprised 22.5% of revenue and 27.6% of gross profit in the latest quarter.

We can expect even bigger contributions in future years. “The company continues to seek to expand its network of theaters under joint revenue-sharing arrangements, particularly in select international markets,” IMAX said in its latest 10-K annual filing.

China is a good example. As of December, 85 of IMAX’s 150 local theaters were subject to joint revenue-sharing agreements. Investors like the model well enough that, in April, IMAX sold a 20% stake in its China subsidiary to CMC Capital Partners and FountainVest Partners for $80 million in proceeds.”

http://click-to-read-mo.re/p/8b5C/532ae9e2

Tags: starwars

Kicking off regular coverage of +Lionsgate Movies by answering a big question: http://bit.ly/1mNHKYe $LGFFrom the article:"… We shouldn’t expect Lions Gate to pay off all its debts soon. If anything, we’ll see the studio borrowing more to fund forthcoming projects, including three more movies in the Divergent series as well as The Hunger Games: Mockingjay part 2. Any one of those films — or all of them — could cost at least $100 million to produce.How big a risk is Lions Gate taking with these would-be blockbusters? Not as much as you might think. The studio has generated over $250 million in cash from operations in each of the last two fiscal years, more than enough to cover Lions Gate’s meager capital expenditures (generally less than $10 million annually). Returns on capital have come in near or above 10% over the same period, well above the average cost of debt, S&P Capital IQ reports. Lions Gate is using leverage to create value for shareholders.”http://click-to-read-mo.re/p/886Y/532ae9e2

Kicking off regular coverage of +Lionsgate Movies by answering a big question: http://bit.ly/1mNHKYe $LGF

From the article:

"… We shouldn’t expect Lions Gate to pay off all its debts soon. If anything, we’ll see the studio borrowing more to fund forthcoming projects, including three more movies in the Divergent series as well as The Hunger Games: Mockingjay part 2. Any one of those films — or all of them — could cost at least $100 million to produce.

How big a risk is Lions Gate taking with these would-be blockbusters? Not as much as you might think. The studio has generated over $250 million in cash from operations in each of the last two fiscal years, more than enough to cover Lions Gate’s meager capital expenditures (generally less than $10 million annually). Returns on capital have come in near or above 10% over the same period, well above the average cost of debt, S&P Capital IQ reports. Lions Gate is using leverage to create value for shareholders.”

http://click-to-read-mo.re/p/886Y/532ae9e2

About 34,200 words to go till #sdcc2014 , and then a whole lot more to write afterwards.

http://click-to-read-mo.re/p/87ky/532ae9e2

Tags: sdcc2014

+Stephen Amell to host DC Entertainment’s three-hour screening bonanza Saturday night, July 26, at  #sdcc2014 .From the press release:"As previously announced, WBTV and DC Entertainment are teaming up for a three-hour (8:00–11:00 p.m.) special event in Hall H designed for DC Comics fans and featuring some of DC Comics’ greatest characters. Amell will preside over the world premiere screening of Gotham and the complete pilot screening of The Flash, and will give fans a look at footage from the Constantine pilot and a sneak peek at season three of Arrow. He will also introduce select stars and producers from each of the four series."http://click-to-read-mo.re/p/85S4/532ae9e2

+Stephen Amell to host DC Entertainment’s three-hour screening bonanza Saturday night, July 26, at #sdcc2014 .

From the press release:

"As previously announced, WBTV and DC Entertainment are teaming up for a three-hour (8:00–11:00 p.m.) special event in Hall H designed for DC Comics fans and featuring some of DC Comics’ greatest characters. Amell will preside over the world premiere screening of Gotham and the complete pilot screening of The Flash, and will give fans a look at footage from the Constantine pilot and a sneak peek at season three of Arrow. He will also introduce select stars and producers from each of the four series."

http://click-to-read-mo.re/p/85S4/532ae9e2

Tags: sdcc2014