Aryeh Bourkoff
Aryeh Bourkoff
Aryeh B. Bourkoff is the founder and the Chief Executive Officer of LionTree LLC, an independent investment bank located in New York City. Previously, Bourkoff served as Vice Chairman and Head of Americas Investment Banking at UBS where he also held a seat on UBS's global Investment Banking Executive Committee...
articulate company contribute expects financial growth unit
The company will need to articulate the sustainability of a double-digit growth model, and when it expects (digital phone) to contribute not just to unit growth, but financial growth.
quarter weakest year
This is going to be the weakest quarter of the year for the company.
cash company continue exceed flow growth guidance pace
As a company they look to continue at this pace of cash flow growth and should be able to exceed its guidance for the year.
company good
That is a good transaction for the company to get out of a low-growth business.
cash company free investors low meet returning strong talking time
Investors have had low expectations for NTL and the company was able to meet these expectations for the first time in a while. Talking about the dividend and returning cash to shareholders was new and it's appropriate for a company with strong free cash flow.
advantage ahead build cable companies far industry near phone video wireless
The phone companies have the advantage of wireless today, but they have to build video and that's going to be very expensive. In the near term, the cable industry is far enough ahead of the competition.