Craig Moffett
Craig Moffett
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?
cost customers love percent product research says tune
All the research says customers love bundles to the tune of a 20 percent discount, and if you don't give them that, they won't take them. If there aren't cost savings, it's just another product on a bill.
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.
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.
both hurt operating
That would have hurt both fees and operating income.
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.
fallen note per private public relatively remain strong subscriber
It's interesting to note that while per subscriber valuations have fallen for public (cable companies), they remain relatively strong in the private market.
carries chosen headline management mean obvious risk stock strategy
The resignation carries obvious headline risk -- the stock is down heavily. But (it) does not mean that the strategy chosen by XM management is incorrect.
aggressive posture t taken
AT&T ( T ) has historically taken the most aggressive competitive posture vis-a-vis cable.
blades obvious radios stimulate
This is a razors and blades business. Discounting of radios is one of the obvious levers they've got to stimulate subscription demand, because over the long term, that's where they make their money.