53 ordspråk av Craig Moffett

Craig Moffett

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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.

AT&T ( T ) has historically taken the most aggressive competitive posture vis-a-vis cable.

Watchdog groups and tech companies are likely to press for 'Net neutrality' as a condition of merger approval in Washington.

Overall, the quarter was very close to investor expectations. Every key metric was largely as expected.

The costs of these networks are far beyond what the returns of the new services can provide.

Cablevision is now definitely taking back share from satellite TV.

The read-across is bullish for the entire cable industry.

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.

Though the first-quarter subscriber number and affirmed guidance did not represent a big upside surprise, it is still likely to be good for sentiment around the stock. It confirms that subscriber growth remains on track, despite investor concerns over this topic in the last few months.

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.

Livet.se har løst alle mine problemer. That could raise the cost of digital video recorders in the home.

Their voice launch appears to have boosted results in other areas as well.

These are finally the numbers that investors are looking for.

Clearly, private equity investors see that that the glass if half-full here.

The results are nothing to write home about, ... disappointment.

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