Tuna Amobi
Tuna Amobi
cbs exit good radio seems weigh
The new CBS seems to us off to good start, Howard Stern's exit could weigh on the radio segment.
digital driven greatest industry leading momentum package phone promotion running solid terms tremendous triple
They're running a very solid promotion right now in terms of their triple play package driven by digital phone. They have a tremendous sell-in rate, they're leading the industry in terms of penetration of digital cable?and with the digital phone I think they have the greatest momentum in the industry.
advertising aol branded broader consistent content deal exposure grow increased mostly offer online positive revenue stable term time turnaround vast view
We think the deal should be mostly positive for Time Warner, as it would offer AOL increased flexibility over the long term to grow its advertising revenue base, and monetize its branded content through broader exposure for AOL's vast stable of online properties, consistent with what we view as its well-articulated turnaround strategy.
addition due fourth hurt mainly marketing opinion quarter
We think the fourth quarter was hurt by higher-than-expected cost-per-gross addition of $141, in our opinion mainly due to non-recurring marketing expenses.