After yesterday’s blog post on another studio agreeing to a window with Netflix (click here), we received a number of questions related to Coinstar’s Redbox and whether we were seeing similar trends at Redbox. The short answer is NO. Despite Sony delaying Karate Kid DVDs to Netflix by 28 days, Karate Kid is available right…
We believe AT&T is experiencing a high level of upgrades in the third quarter and not just from the iPhone refresh. Upgrades to the Blackberry Torch and the Android-based Samsung Captivate, among others, are driving record levels of phone upgrades to existing customers at AT&T. The higher level of upgrade activity comes with new…
Last week, BTIG surveyed 1,400 consumers related to cord-cutting risk (click here), with survey respondents overwhelmingly indicating that live sports, specifically regional sports were a key reason why they maintained their multichannel video subscription (read the survey comments in our 10/4 blog post, click here). While consumers can watch Sunday afternoon NFL games with an…
Remember how you use to check out the upcoming new release board at your local Blockbuster so you could be the first to get a particular movie or remember lining up on “New Release Tuesday” at Wal-Mart to buy a DVD? Fast Forward to today, where Netflix has essentially convinced 15 mm-plus American consumers that convenience is…
In the past year, Netflix has added over 4 mm subscribers (to 15 mm-plus subs) and Hulu’s monthly unique users have grown to over 43 mm (during TV season), while multichannel distributor subscriber growth has stagnated (slight loss in Q2) after decades of growth. Our Sept. 28th survey (click here) was designed to address the…
Over the weekend, the SCT finally awarded the license that Televisa and NII Holdings won in an auction over one month ago. While Iusacell will undoubtedly file a host of new lawsuits, the signing and handing over of the license should enable NII to close on the investment by Televisa into Nextel Mexico. We believe…
We are increasing our News Corp. estimates for fiscal (September) 2011, as well as revising our forecasts, including 100% of BSkyB in fiscal 2011. While the ad market has started off the fiscal year quite strong for News Corp., propelling its cable network and broadcast station/network businesses in fiscal September Q1 (newspapers benefitting as well),…
The departure of the Sprint executives from Clearwire’s board further clears any future potential conflict if Sprint decides to tender for control of Clearwire or negotiate a new pricing scheme for the rising usage of Clearwire’s network by 4G phones. We believe this is positive news for Clearwire shareholders that might have been concerned about…
Sprint’s network modernization program will be a key component in the company’s plan to increase the company’s sub 20% EBITDA margins. However, the company is still in the planning stages of this program and many of the margin benefits might not occur for several years. We recently spent some time on the phone with Bob…
We are lowering subscriber growth in aggregate across the group, with basic video subscriber losses impacted most significantly. We are also making slight negative adjustments to EBITDA, but the changes are slight enough that they are truly not meaningful. The industry is losing its least valuable subs (economically challenged), as individual companies focus on increasing…
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