Monday, June 27, 2005

Broadway.com strikes deal with NY Times (HOLL, NYT)

Broadway.com, the online theater ticketing business owned by Hollywood Media (ticker: HOLL), announced a distribution deal with the NY Times. Quick comments and full press release:

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Posted by David Jackson on June 27, 2005 at 09:58 AM in Sub-sector: Content, Sub-sector: E-tailing, ticker: HOLL, ticker: NYT | Permalink | Comments (0) | TrackBack (0)

Thursday, June 23, 2005

AMC-Loews merger could shake up online movie ticketers Fandango and MovieTickets.com (HOLL, GOOG, MSFT, TWX, YHOO)

AMC Entertainment and Loews Cineplex, two of the largest movie theater chains, announced a merger deal yesterday. This deal has strong implications for the online movie ticket market, potentially nixing Fandango's IPO, strengthening Hollywood Media (ticker: HOLL), and also impacting Google, Time Warner, Microsoft and Yahoo. Details and analyis:

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Posted by David Jackson on June 23, 2005 at 12:01 AM in Sub-sector: Services, ticker: GOOG, ticker: HOLL, ticker: MSFT, ticker: TWX, ticker: YHOO | Permalink | Comments (0) | TrackBack (2)

Thursday, May 19, 2005

Internet news/analysis in brief (EBAY, HOLL, REDE, TWX)

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Posted by David Jackson on May 19, 2005 at 12:12 AM in ticker: EBAY, ticker: HOLL, ticker: REDE, ticker: TWX | Permalink | Comments (0) | TrackBack (0)

Tuesday, May 17, 2005

Hollywood Media (HOLL) discusses BroadwayTickets.com (1Q05 conf call quotes)

Hollywood Media's stock (ticker: HOLL) has fallen dramatically since the company issued an 8-K stating that it was switching auditors and that it forecast a larger than expected loss for the quarter. Meanwhile, here's what CEO Mitchell Rubenstein said on the company's Q1 earnings conference call about HOLL's Broadway tickets business:

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Posted by David Jackson on May 17, 2005 at 02:45 PM in Conf call quotes, Sub-sector: E-tailing, ticker: HOLL | Permalink | Comments (0) | TrackBack (0)

Tuesday, April 12, 2005

What is Hollywood Media's stake in MovieTickets.com worth?

Hollywood Media (ticker: HOLL) owns about 26% of MovieTickets.com. What's it worth? Here's an extract from the note sent by Ferris, Baker Watts analyst Murray Arenson to clients:

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Posted by David Jackson on April 12, 2005 at 12:51 AM in Sub-sector: E-tailing, ticker: HOLL | Permalink | Comments (0) | TrackBack (0)

Friday, April 08, 2005

Hollywood Media reveals MovieTickets.com numbers

Hollywood Media (ticker: HOLL) published its 10-K, in which for the first time it provided revenue and income numbers for MovieTickets.com. Hollywood Media owns a minority 26% stake in MovieTickets.com, so its revenues and income are not included in HOLL's numbers. Until now there has been no disclosure of the actual numbers. Here are the relevant extracts from the 10-K, including revenue and income for MovieTickets.com for 2002-2004:

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Posted by David Jackson on April 8, 2005 at 12:02 AM in Sub-sector: E-tailing, ticker: HOLL | Permalink | Comments (0) | TrackBack (0)

Friday, April 01, 2005

Hollywood Media moves into Broadway info

Hollywood Media (ticker: HOLL) issued a press release announcing a partnership with Nielsen Entertainment for live event marketing, research and data. HOLL already has a succesfull business providing movie related data and event listings (it's the engine behind the show-times for Google Movies, for example), and unique data is becoming more important as search engines differentiate themselves with direct access to proprietary data. So what will this venture entail?

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Posted by David Jackson on April 1, 2005 at 07:01 AM in Sub-sector: Content, ticker: HOLL | Permalink | Comments (0) | TrackBack (0)

Tuesday, March 29, 2005

More sell-side reaction to HOLL's quarter

Here's what Roth Capital analyst Richard Ingrassia wrote to clients after Hollywood Media (ticker: HOLL) reported Q4 results:

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Posted by David Jackson on March 29, 2005 at 01:53 PM in Sub-sector: Content, ticker: HOLL | Permalink | Comments (0) | TrackBack (0)

Friday, March 25, 2005

Sell-side reaction to HOLL's quarter

Ferris, Baker Watts analyst Murray Arenson wrote the following to clients outlining and reacting to Hollywood Media's 4Q '04 earnings results:

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Posted by David Jackson on March 25, 2005 at 12:53 AM in Earnings results, Sub-sector: Content, Sub-sector: E-tailing, ticker: HOLL | Permalink | Comments (0) | TrackBack (0)

Hollywood Media discusses Broadway.com (quotes from the 4Q04 conf call)

Hollywood Media (ticker: HOLL) CEO Mitch Rubenstein discussed his company's theater tickets business on his 4Q04 earnings conference call. Hollywood's theater ticketing business has two channels: (1) a consumer unit that offers online sales at Broadway.com and telephone sales at 1-800-Broadway, and (2) a group sales unit. The growth driver is the consumer unit; its sales were up 78% year over year for January plus February. Here are Mr Rubenstein's comments:

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Posted by David Jackson on March 25, 2005 at 12:31 AM in Conf call quotes, Sub-sector: E-tailing, ticker: HOLL | Permalink | Comments (0) | TrackBack (0)

Thursday, March 10, 2005

Movietickets.com takes share from Fandango

ComScore MediaMetrix data for February shows that Movietickets.com, partially owned by Hollywood Media (ticker: HOLL) is outgrowing competitor Fandango:

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Posted by David Jackson on March 10, 2005 at 10:36 AM in Sub-sector: E-tailing, ticker: HOLL | Permalink | Comments (0) | TrackBack (1)

Wednesday, March 09, 2005

How much was HOLL's contract with GOOG for movie showtimes worth? (Quotes from the 3Q04 conf call)

Hollywood Media (ticker: HOLL) CEO Mitch Rubenstein discussed his company's movie data business on his Q3 conference call in November. That was before the roll-out of Google Movies, which is powered by HOLL's movie showtime listings. Note his comment about the value of "new large contracts" in negotiation - a clue to the value of the GOOG deal?

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Posted by David Jackson on March 9, 2005 at 08:42 AM in Conf call quotes, Sub-sector: Content, ticker: GOOG, ticker: HOLL | Permalink | Comments (0) | TrackBack (1)

Friday, March 04, 2005

Under the hood of Google Movies - implications for GOOG and other stocks

Within hours of Google's announcement, its new movie search service received rave reviews from a lot of people. But investors and those wishing to understand the implications for Google and the other Internet companies need to dig deeper:

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Posted by David Jackson on March 4, 2005 at 12:43 PM in Sector Themes/Outlook, Sub-sector: Content, Sub-sector: Search, ticker: AMZN, ticker: GOOG, ticker: HOLL, ticker: MSFT, ticker: NFLX, ticker: NYT, ticker: YHOO | Permalink | Comments (0) | TrackBack (2)

Friday, February 11, 2005

Smiles in Hollywood Media (ticker: HOLL)

The guys in Hollywood Media (ticker: HOLL) must be feeling happy. The comScore/MediaMetrix numbers for January were out today, and show traffic to its sites and affiliates up sharply year over year:

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Posted by David Jackson on February 11, 2005 at 12:02 AM in Sub-sector: Content, Sub-sector: E-tailing, ticker: HOLL | Permalink | Comments (1) | TrackBack (0)

Thursday, February 10, 2005

Did Ask Jeeves ask enough questions?

Only a day after Ask Jeeves announced its acquisition of Bloglines, CNET releases a preview of NewsBurst, its own web-based RSS reader. According to Steve Rubel, the launch of NewsBurst follows the launch of similar branded RSS readers by The Guardian and LA Times last week.

There's a simple reason content companies are trying to get into the RSS reader market:

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Posted by David Jackson on February 10, 2005 at 12:01 AM in Sub-sector: Content, Sub-sector: Search, ticker: ASKJ, ticker: CNET, ticker: HOLL | Permalink | Comments (1) | TrackBack (2)

Wednesday, February 09, 2005

Hollywood Media adopts RSS; financial impact?

Hollywood Media (ticker: HOLL), which owns Hollywood.com, Broadway.com and 26% of MovieTickets.com, is implementing RSS feeds with interesting results. Here's quick outline of what HOLL is doing with RSS, and a comment about the potential financial impact:

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Posted by David Jackson on February 9, 2005 at 09:18 AM in Sector Themes/Outlook, Sub-sector: Content, ticker: HOLL | Permalink | Comments (0) | TrackBack (1)

Wednesday, January 19, 2005

Roth ups Hollywood Media to Strong Buy because, eh, why?

Roth Capital analyst Richard Ingrassia raised HOLL to a Strong Buy this morning, with a price target of $7.50. He says:

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Posted by David Jackson on January 19, 2005 at 09:47 AM in Sub-sector: Content, ticker: HOLL | Permalink | Comments (0) | TrackBack (0)

Thursday, December 30, 2004

Five Internet danger signs to watch for in 2005

The next few weeks will likely see a flurry of predictions for 2005, to the point where you'll be sick of reading them. So instead, I'm providing something which I hope will be more useful for investors in Internet stocks and managers of Internet companies: a checklist of danger signals for Internet investors to look out for next year. For each danger signal, I've specified which stocks will subsequently be at risk:

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Posted by David Jackson on December 30, 2004 at 11:03 PM in Sector Themes/Outlook, Sub-sector: Content, Sub-sector: E-finance, Sub-sector: E-tailing, Sub-sector: Search, Sub-sector: Travel, ticker: AMZN, ticker: ASKJ, ticker: BFLY, ticker: CNET, ticker: CTRP, ticker: EBAY, ticker: GOOG, ticker: HOLL, ticker: IACI, ticker: MSFT, ticker: NFLX, ticker: NILE, ticker: OSTK, ticker: PCLN, ticker: RATE, ticker: SHOP, ticker: TSCM, ticker: TZOO, ticker: YHOO | Permalink | Comments (5) | TrackBack (4)

Hollywood Media launches beta of eGuide

Hollywood Media has launched a beta version of eGuide, a search service for local events. The site allows you to search for movie times and tickets, TV programs, and local events.

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Posted by David Jackson on December 30, 2004 at 12:01 AM in ticker: AMZN, ticker: HOLL | Permalink | Comments (0) | TrackBack (0)

Saturday, December 25, 2004

Three lessons from the Google Zeitgeist

Google's press center just published its Zeitgeist 2004, a summary of the most popular searches in 2004. This is important reading, despite the fact that's it's backward-looking. Here are three key points from the Google data:

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Posted by David Jackson on December 25, 2004 at 11:44 PM in Sector Themes/Outlook, Sub-sector: Search, ticker: AMZN, ticker: ASKJ, ticker: EBAY, ticker: ECST, ticker: GOOG, ticker: HOLL, ticker: LOOK, ticker: OSTK, ticker: YHOO | Permalink | Comments (0) | TrackBack (1)

Tuesday, December 21, 2004

IACI spin-off is an admission of failure

The WSJ reports this morning (paid subscription required) that Barry Diller is planning to break up IACI.

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Posted by David Jackson on December 21, 2004 at 08:40 AM in Sub-sector: Travel, ticker: CD, ticker: HOLL, ticker: IACI | Permalink | Comments (1) | TrackBack (1)