NII Holdings reported Q2 results that were largely in-line with our estimates but likely above consensus. We attached tables that compare Q2 results versus our estimates. The company raised their revenue and EBITDA guidance to ranges that are reflected by our estimates but are likely above consensus. Most investors had expected an increase to subscriber…
Sprint reported Q2 results that were generally in-line with our estimates but included a post-paid churn rate of 1.85% which was below our estimate of 1.95%. We attached tables that detail Q2 results versus our estimates. The better than expected post-paid churn represents less than 100,000 customers who decided not to churn. We believe this was…
Nine months ago we wrote a blog post (click here) entitled, “Wake-Up Call for Media Industry: Farmville and Cafe World Leading Casual Social Gaming Revolution.” Since then Zynga has grown from $130 mm to $207 mm and was featured in the NY Times this past weekend in an article (click here) called “Will Zynga Become…
After watching Charlie Rose interview Pandora’s Tim Westergren earlier this month (click here for the charlierose.com video) and hearing at the Fortune Conference (click here) that Pandora now has 60 million users (without spending a penny on advertising) and is signing up 90,000 new users via mobile devices per day, one cannot help but ponder…
For the first time Straight Talk and its exclusive Wal-Mart distribution channel is offering two GSM phones for its unlimited pre-paid service which we believe will be operating on AT&T Wireless’ network. Previously Straight Talk only offered CDMA phones which operated on Verizon’s network. We have confirmed with AT&T that they signed a new agreement…
Update: Jeff Bezos appeared on Charlie Rose last night (click here). While the vast majority of the interview was spent on Amazon and the Kindle, near the end of the interview Charlie Rose asked Bezos about how social media was impacting consumer choice (meaning which products people buy and why). His answer illustrates how…
While the cable industry has yet to begin reporting Q2 2010 results, the two major RBOCs reported net wireline broadband losses for the quarter of negative 64K (slight gain at Verizon, more than offset by losses at AT&T), implying that even if Qwest adds broadband subs in the quarter, the big three RBOCs will collectively…
Earlier this week, Verizon began testing a new $50 unlimited pre-paid plan in at least 11 states in the Southeast. We suspect that in Q2 Verizon came under more pressure in its pre-paid business from the increased competition over the past year. Metro PCS might be having increased success against Verizon in these markets. We…
One week to go before Jersey Shore Returns (Jersey Shore GTL Miami clip at the bottom of this post) on July 29th at 10 pm. For those of you not familiar with MTV’s Jersey Shore, GTL is the daily routine of “Gym, Tan, Laundry.” While buzz continues to build ahead of Jersey Shore’s return, the…
Update: Two months ago, Imax hosted an analyst day, in which its EVP of Technology, Brian Bonnick explained the advantages of the Imax 3D system specifically addressing the brightness issue discussed in our 3D blog post this morning (including why it becomes a bigger problem for conventional theaters over time). Fast-forward to 1h 36 mins…
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