Thursday, July 14, 2005

Apple conf call quotes on iPods, iTunes Music Store, Podcasts and renting music (AAPL, NAPS)

Apple (ticker: AAPL) CFO Peter Oppenheimer discussed iPods, the iTunes Music Store and owning versus renting music in his company's FQ3 earnings conference call. His comments are of interest to Apple watchers and anyone tracking paid content, e-commerce or the prospects for other online music companies such as Napster (ticker: NAPS). Extracts:

Continue reading...

Posted by David Jackson on July 14, 2005 at 09:31 AM in Conf call quotes, Sub-sector: Content, ticker: AAPL, ticker: NAPS | Permalink | Comments (2) | TrackBack (0)

Monday, May 16, 2005

Internet news/analysis in brief

Continue reading...

Posted by David Jackson on May 16, 2005 at 10:33 AM in ticker: AMTD, ticker: ET, ticker: GOOG, ticker: HLTH, ticker: IACI, ticker: MIX, ticker: NAPS, ticker: NFLX, ticker: RNWK, ticker: SCH, ticker: TSG, ticker: TWX, ticker: WBMD, ticker: YHOO | Permalink | Comments (3) | TrackBack (0)

Monday, March 28, 2005

Real Networks (RNWK) to compete with Napster (NAPS)

Barron's columnist Eric Savitz recounted a conversation with Real Networks (ticker: RNWK) CEO Rob Glaser that should be noted by Napster (ticker: NAPS) and Apple (ticker: AAPL) shareholders. Savitz writes:

Continue reading...

Posted by David Jackson on March 28, 2005 at 07:07 AM in Sub-sector: Content, ticker: NAPS, ticker: RNWK | Permalink | Comments (0) | TrackBack (0)

Friday, March 25, 2005

NAPS' Napster to Go finally gets a good review

Napster-to-Go, the subscription music service from Napster (ticker: NAPS), finally got a good review:

Continue reading...

Posted by David Jackson on March 25, 2005 at 12:21 AM in Sub-sector: Content, ticker: NAPS | Permalink | Comments (0) | TrackBack (0)

Thursday, March 17, 2005

Walt pans NAPS' Napster-to-Go

The Wall Street Journal's highly influential personal technology columnist, Walter Mossberg, reviewed Napster's (ticker: NAPS) Napster-to-Go music service. While his conclusion was that it "offers a real alternative" to iTunes, the review contained enough negative comments to put off any potential customer. Key quotes:

Continue reading...

Posted by David Jackson on March 17, 2005 at 01:47 PM in Sub-sector: Content, ticker: NAPS | Permalink | Comments (4) | TrackBack (1)

Monday, March 07, 2005

Napster - NAPS - raises Q1 revenue guidance on strength of Napster-to-Go

Napster (ticker: NAPS) raised revenue guidance for Q1 (its fiscal Q4) to $15 million from $14 million. The stock opened at $7.38 after the announcement, compared to $8.80 the previous close. From the press release:

Continue reading...

Posted by David Jackson on March 7, 2005 at 04:53 PM in Sub-sector: Content, ticker: NAPS | Permalink | Comments (0) | TrackBack (0)

Tuesday, March 01, 2005

Rising music download prices...or just lower margins

According to an FT.com article (subscription required), the wholesale price for downloadable music is set to rise. Details and commentary from The Media Stock Blog:

Continue reading...

Posted by David Jackson on March 1, 2005 at 05:49 AM in Sub-sector: Content, ticker: NAPS, ticker: RNWK | Permalink | Comments (3) | TrackBack (0)

Monday, February 14, 2005

Audible (ADBL) BBC deal good, but not clear how good

Audible (ticker: ADBL) announced that it has signed an agreement to distribute audiobooks from the BBC. This is a positive for Audible, but the press release contained a crucial ambiguity.

Continue reading...

Posted by David Jackson on February 14, 2005 at 01:21 PM in Sub-sector: Content, ticker: ADBL, ticker: NAPS | Permalink | Comments (0) | TrackBack (0)

Napster - bad math, bad ad?

Napster promoted Napster-to-Go in its Super Bowl ad and even in its Q4 financial conference call with the argument that Napster-to-Go at $15 per month for an unlimited number of songs is vastly cheaper than loading an iPod with 10,000 songs, which would cost $10,000. Napster's (ticker: NAPS) fortunes probably ride on that claim. But is it justified?

Continue reading...

Posted by David Jackson on February 14, 2005 at 10:59 AM in Sub-sector: Content, ticker: NAPS | Permalink | Comments (1) | TrackBack (0)

Wednesday, February 09, 2005

Napster (NAPS) on Napster-to-Go (quotes from the conf call)

Napster-to-Go is Napster's (ticker: NAPS) subscription MP3 service. Users pay a monthly flat fee, and can then download and listen to as many songs as they want to, and are able to transfer the songs to compatible portable MP3 players. Here's what Napster said about it on its Q4 conference call:

Continue reading...

Posted by David Jackson on February 9, 2005 at 10:15 PM in Conf call quotes, Sub-sector: Content, ticker: NAPS | Permalink | Comments (0) | TrackBack (0)

Audible (ADBL) under threat?

A comment on Napster's Q4 results conference call should make Audible investors think carefully:

Continue reading...

Posted by David Jackson on February 9, 2005 at 10:13 PM in Sub-sector: Content, ticker: ADBL, ticker: NAPS | Permalink | Comments (1) | TrackBack (0)

Key stats from Napster's 4Q04 results and guidance

Key stats from Napster's Q4 (fiscal third quarter) earnings and guidance announcement:

Continue reading...

Posted by David Jackson on February 9, 2005 at 09:21 PM in Earnings results, Sub-sector: Content, ticker: NAPS | Permalink | Comments (0) | TrackBack (0)

Sunday, February 06, 2005

Barron's likes RealNetworks

Andrew Bary writes a glowing recommendation of RealNetworks in this weekend's Barron's (paid subscription required). His key points:

Continue reading...

Posted by David Jackson on February 6, 2005 at 04:19 PM in Sub-sector: Content, ticker: NAPS, ticker: RNWK | Permalink | Comments (1) | TrackBack (0)