Craig Moffett
Craig Moffett
both hurt operating
That would have hurt both fees and operating income.
almost blame both cable certainly costs light report seeing shine tactic
What you're seeing is a combination of negotiating tactic and legislative posturing. The GAO report is almost certainly going to shine unflattering light on both programming costs and the cable operators. There's probably enough blame to go around.
closer coming customers determine figure industry market number percent radios sign toward
More than any one figure, that's the figure that's going to determine just how big this market is over the long term. We're trending toward more and more of the industry coming from radios that are factory-installed in new cars. Are you going to get 60 percent of those customers to sign up as subscribers, or is the number going to be closer to 50, or is it going to keep going lower?
alone astute dollars free gotten investment millions turn value worth
I think it will turn out to be a very astute investment by Sirius. The value of what (Sirius has) already gotten from him in promotional appearances alone is worth tens of millions of dollars in free advertising.
cost digital raise recorders video
That could raise the cost of digital video recorders in the home.
came data focus line number quarter spot
Going into the quarter the high-speed data number was going to be the focus and they came spot in line with expectations.
approval companies condition groups likely merger press tech
Watchdog groups and tech companies are likely to press for 'Net neutrality' as a condition of merger approval in Washington.
cable cleaner invest ways
There are cleaner ways to invest in cable than Cablevision.
close investor key largely metric quarter
Overall, the quarter was very close to investor expectations. Every key metric was largely as expected.
bullish cable entire
The read-across is bullish for the entire cable industry.
balance company conserving eventually fast favor growing pay sign spends struggle subscriber
Any young company is going to struggle to find the right balance between growing and conserving money. But if a new subscriber is going to eventually pay more than XM spends to sign them up, then the company is doing shareholders a favor by growing as fast as they can.
broadband building cable case companies fall forced investment price provided reach services therefore true
If there's forced neutrality, 100% of building out services provided by cable and telecom companies fall to the consumer. It's going to price true broadband out of the reach of consumers, and therefore there won't be an investment case of building it in the first place.
appears areas launch results voice
Their voice launch appears to have boosted results in other areas as well.
beyond costs far networks returns services
The costs of these networks are far beyond what the returns of the new services can provide.