NII Holdings reported solid Q3 results driven by strength in Brazil. The 436,000 net subscriber additions are sure to impress investors even though Mexico came in a little light on a decline in gross additions. Brazil was the real star as net additions reached a record level of 245,000 compared to our estimate of 210,000…
Sprint continues to move forward with its modernization program which we estimate could cost the company several billion dollars and result in an increase in capital spending that could have a material impact on the company’s ability to generate free cash flow. In fact, a New York Times article today sized the modernization program at…
The court delays in Mexico have soured many investors’ views towards the regulatory process for spectrum auctions in Mexico and throughout Latin America. Even today, Mexican regulators are not able to silence or end the challenges from Iusacell, which has barely grown its customer base in 5 years and under utilizes spectrum that it appears…
Rupert Murdoch, earlier today, delivered his first major speech in the UK since 1989, as the inaugural speaker of the Margaret Thatcher Lecture series at the UK’s Center for Policy Studies. The timing of Murdoch’s speech is quite intriguing, given the current political storm surrounding News Corp.’s attempted bid to acquire the remaining 61% of…
We firmly believe that broadcasters need to move all of their current freely available online content (ABC.com, CBS.com, Fox.com, NBC.com, Hulu.com and the iPad’s ABC Player) behind a multichannel provider’s authentication “wall,” in order to maximize the value of retransmission consent and protect the existing multichannel television ecosystem (which we believe benefits everyone). If…
If you are a Cablevision subscriber, you got home from work yesterday, tuned into FOX 5 NY and saw the following phrase on your TV: “We believe this situation will be resolved” (photo shown to the right), instead of NLCS Game 4. Unless CVC is expecting divine intervention, we do not see anyone coming to…
On October 19, 2010, Time Warner Cable finally released its remote DVR scheduling service (click here for the TWC blog post announcing it), a mere 33 months after DirecTV launched their own DVR scheduling service (click here for our 1/24/08 blog post), albeit its worth noting that Comcast released its myDVR scheduling application in January…
Last week, blogger Bob Lefsetz (click here) flagged an Edison Research study that examined the media consumption habits of over 1,500 12-24 year olds in 2010 versus 2000 (we have embedded the survey results presentation below). In addition, the Edison Research survey also went back and compared the media consumption habits of its original 12-24…
Last week, we found it ironic that we were able to stream (click here) CBS’s Undercover Boss, featuring DirecTV CEO Michael White, less than 12 hours after the episode aired on CBS – so much for the value of retrans! We find it harder and harder to comprehend how broadcast television stations can demand retransmission consent…
First there was Real World, later came Laguna Beach, the Hills, the Osbournes, Jon and Kate Plus 8, Deadliest Catch, Real Housewives of “Everywhere,” Jersey Shore and now Sarah Palin. Starting on November 14th, Sarah Palin’s Alaska starts an 8-week run on TLC (we have embedded the first teaser video for the series below). We…
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