Craig Moffett
Craig Moffett
both hurt operating
That would have hurt both fees and operating income.
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.
bullish cable entire
The read-across is bullish for the entire cable industry.
cable cleaner invest ways
There are cleaner ways to invest in cable than Cablevision.
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.
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.
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.
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?
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.
attractive cable continue equity highly last looks market markets price private public value
This looks to be a pretty attractive price and it underscores a cable market theme: in the last year, the private equity markets continue to value cable much more highly than the public equity markets,
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.
motives
As always with Cablevision, their motives are inscrutable,