“DHX Media Benefits From Growth In Value Of Children’s Programming In A Digital World” is available on Seeking Alpha



  • Analysts’ recommendation
  • International agreements
  • Growth of digital activities
  • Risks
  • DHX Media Revenues breakdown (TTM)

Louis Rhéaume

Infocom Analysis

Twitter: @InfocomAnalysis

“DHX Media veut jouer dans la cour des grands” est disponible dans le journal Les Affaires

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L’action du plus grand producteur et diffuseur indépendant de contenus télévisés pour enfants DHX Media (DHX.TO) a beau avoir explosé de 160% l’an dernier, elle continue de séduire certains financiers.  L’article est disponible dans le journal Les Affaires, version papier.

Louis Rhéaume

Infocom Analysis

Twitter: @InfocomAnalysis

2013 State of Journalism in America by Pew Research Center



The Pew Research Center today released the 2013 State of Journalism in America.  The popularity of the printed press and the radio is in decline, while online media, on the other hand, is experiencing fast growth.

39% of respondents said that they saw their news yesterday from a mobile device, versus 34% in 2010.   When one takes into account all digital devices, the figure is 50%, second only to watching the news on television.  Traditional media are in decline for those who say that their source of information is the radio  (just 33%) or the newspaper (29%). There is a growing online audience  reporting that they get their news from social networks (19%), 16% by email and 8% from podcast.

The rapid growth of online information is impressive, according to the study, mainly due to access to mobile devices (31% of adults have a tablet, and 45% own a smartphone, ten points more than a year ago). More than 60% of the mobile device owners, (whether a tablet or smartphone) watch the news on these devices at least once a week, and 36% even watch the news on a daily basis.

The most popular sites to see the news is Yahoo News, in part because of its agreement with ABCNews, followed by The Huffington Post, which has risen from fourth to second place. The New York Times lost three places in the ranking.

The HuffPo is clearly the world’s first content aggregator (reproduced stories in September: 2531), and the web site is benefiting from its interactions with Facebook and Twitter.  It is followed by (1715), (1668) and (1621).

Digital advertising revenues

In 2011, digital advertising revenues (23% of all advertising sector in the United States, up 3 points from 2011)  were exceeding advertising revenues from newspapers.   In 2016, Digital Advertising could reach 29% of the total. Although mobile advertising revenues grew by 80% compared to 2011, it only accounts for 7% of the total. According to eMarketer, in three years, it should account for 21% of total advertising revenues.

One of the problems of digital advertising media is that 64% of total revenues are concentrated in only five companies: Google, Yahoo, Facebook, Microsoft and AOL.

Video advertising grew by a huge 47% in 2012. 38% of those surveyed by Pew Research said they used their tablets to watch video once a week, 12% watch: daily. Video is already the second type of advertising, but it will compete more effectively with the banner in the coming years.

Advertising revenues of the press fell last year to $22.5 billion, with $3.3 billion consisting of online advertising (15% of total). However, for every 15 dollars lost in press advertising, online only earned one dollar.

Moderate optimism

For the first time since the crisis of 2007, the newspaper industry appears to have stabilized.   Of the 1,380 daily newspapers, 450 plan to adopt paid content plans, which together with rising paper prices and increased subscriptions, have helped stabilize the situation caused by the declining advertising.  Newspapers are cutting the number of days of publication per week, while reducing paper newsrooms, for online expansion.

For more information see:


Louis Rhéaume

Infocom Analysis

Twitter : @InfocomAnalysis

The tech media universe [map]


This is a  map representing the main players of the tech media industry according to SAY Magazine.

Louis Rhéaume

Infocom Analysis

Twitter: @InfocomAnalysis



The evolution of media consumption [infographic]

A report from InMobi found that approximately 6 in 10 consumers are now as “comfortable” with mobile advertising as they are with advertising in other mediums. Moreover, mobile ads have influenced 46% of survey respondents to actually purchase something on their mobile devices.

“Mobile devices now permeate every aspect of modern life,” suggests Naveen Tewari, CEO of InMobi. “The study reveals that mobile users are always-on, whether surfing the mobile web while spending time with family (48 percent), at a social event (45 percent), commuting (60 percent) and shopping (43 percent). This creates a huge opportunity for brands and marketers to engage with consumers throughout the day unlike traditional advertising like print and TV.”

InMobi reports that the average mobile web user consumes 7.0 hours of media daily. Mobile devices represent 26% of this time and it is quickly growing. The following  infographic (by InMobi) explains the evolution of media consumption.


Louis Rhéaume

Infocom Analysis

Twitter: @InfocomAnalysis



“Canadians Consuming More Digital Media – but Not at the Expense of Traditional Media” is available on Techvibes

Louis Rhéaume

Infocom Analysis

Twitter: @InfocomAnalysis

How Social Media is transforming the News Industry [INFOGRAPHIC]

Social media has been more popular than ever with the exponential growth of Twitter, Facebook and Pinterest. It appears that what is happening in the world as traditional news outlets become increasingly less relevant to the digital generation.

Ordinary citizens are making major news stories through Twitter for example, the stories of Osama Bin LadenWhitney Houston‘s death or the Hudson River plane landing.  Professional journalists are often using Twitter to diffuse news quickly before writing up full articles.  Furthermore, online news now generates more revenue than print newspapers.

Social media is not perfect: around 50% of news consumers have received “breaking news” via social media, only to find out later it was erroneously reported.

The online education portal did an interesting infographic on how social media is replacing traditional journalism as a news source.  Sources are:  the Washington PostPew Research Center and Reuters.



Louis Rhéaume

Infocom Intelligence

Twitter: @InfocomAnalysis


Newspapers like the NY Times have to redefine their business models

According to Eric Jackson the NY Times and many newspapers face tough issues.  Those strategic issues are:

  • iPad proliferation suggests that Ad revenue could decline faster than the 2009– 2011 trend.
  • Circulation might start to trend down in the coming years instead of modest increases, as price increases can’t compensate fo cancelled subscriptions.
  • The Paywall vs.non Paywall debate seems to miss the larger point: this ad‐revenue supported business model will no longer be viable after 2015.
  • Why would Carlos Slim or other financiers want to refinance based on this business model?
  • 2014 appears to be the key year for the Times management and board to decide how they can exist after 2015

See the whole presentation here:


12px auto 6px auto; font-family: Helvetica,Arial,Sans-serif; font-style: normal; font-variant: normal; font-weight: normal; font-size: 14px; line-height: normal; font-size-adjust: none; font-stretch: normal; -x-system-font: none; display: block; text-decoration: underline;”>The New York Times Stares Into the Abyss


Louis Rhéaume

Infocom Intelligence

Twitter: @InfocomAnalysis

News is becoming more attractive for tablet users

According to a recent report by Distimo’s research, iPad users like games and news.  In February, the five most popular publications in the U.S. were the The Daily (an iPad-only publication), the New York TimesThe New YorkerNational Geographic and Cosmopolitan.  While some free content is available, users don’t seem to mind paying for access to their news on the iPad.  The most popular apps are games and news is one type of apps that is gaining important momentum according to Distimo: “This category is also bringing in a substantial proportion of the revenue, with over 7% of the top 200 grossing applications coming from this category.”

Source: Distimo and GigaOM

Louis Rhéaume

Infocom Intelligence

Twitter: @InfocomAnalysis

GigaOM Acquires PaidContent

[Published originally on WEDNESDAY, FEBRUARY 08, 2012]

GigaOM has purchased ContentNext, paidContent’s parent company, from the UK’s Guardian News & Media. The exact terms are undisclosed, but it is reportedly about $8 million. The Guardian Media Group paid for ContentNext and paidContent in 2008. As part of the deal, Guardian Media Group also becomes a minority shareholder in GigaOM.

“Technology and covering technology is a global endeavor, and you need to be in all the major centers,” GigaOM CEO Paul Walborsky told Wired, pointing to paidContent’s footprint in London and New York. “We’ve been following paidContent from the beginning, and we’ve always thought it was great journalism. Not only were they breaking news, they were analyzing news. They’ve followed how the media is changing and evolving. We thought if you combined that conversation with our knowledge of technology, and how technology has changed media, you would have a very powerful editorial base to work from.”

Talent and resources from both organizations will also be pooled for GigaOM Pro, the company’s premium business analysis publication service, as well as events spanning both companies, starting with paidContent 2012 in March.

“When you find a company with great coverage and credibility in these industries, that can be leveraged across all our businesses,” said Walborsky, “it makes more sense to partner or acquire than to build the resources from scratch.”

“If you really want to understand how media is going to change, you really need to understand where technology is going,” Walborsky said, when asked about the increased importance of technology in media coverage and vice versa. At GigaOM, we view our business not as building pageviews but building relationships with an audience over time. So we’ve seen first-hand how important it is for businesses to understand how media helps to build those relationships today.”

It’s a business that’s increasingly knotted and complex. Malik is a partner in the VC firm TrueVentures, which in turn is an investor in GigaOM, a media company that covers the technology and media industries. Since GigaOM was founded in 2006, it’s acquired mobile blog jkOnTheRun and The Apple Blog. It generates a remarkable amount of revenue from its events and the Pro version of its site. Now it owns paidContent’s own network of web sites, conferences and newsletters.

The perspective of GigaOM

The main reasons for the acquisitions according to GigaOM are the good quality of its writers, location (offices in New York and Europe).

“The question that mass amateurization poses to traditional media is ‘What happens when the costs of reproduction and distribution go away? What happens when there is nothing unique about publishing anymore because users can do it for themselves?’ We are now starting to see that question being answered.”— Clay Shirky

Shirky’s observation means that we are in a time of chaos where the very idea of media is being questioned. And as a Chinese proverb says, from chaos emerges opportunity. GigaOM founder Malik believes that the best is yet to come for media.

“Over the past few years we have started to see the transformation of media by new technologies, new methods of distribution and newer ways to consume information. Mathew Ingram has been writing about these disruptions on a regular basis, and now we are going to double down on what we think is a great new chapter in the media industry.

I have always believed that we’ve got to stop thinking of media as what it was and focus on more of what it could be. In the world of plenty, the only currency is attention and attention is what defines “media.” Zynga is fighting Hollywood for attention (and winning). Instagram is taking moments away from other media. They have attention. There are old companies that are dying and new ones that are being invented. We’re eager to expand our coverage of social and digital media editorially, in our research and at our events. paidContent is the best chronicler of the media industry, and by blending their coverage with ours, we hope to watch this fast-changing industry ever more closely.”

Source: and

Louis Rhéaume
Infocom Intelligence
Twitter: @InfocomAnalysis

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