Who are the crazy people that wait hours for a phone? We interviewed some of them earlier today and you can see them first hand in the video below. The vast majority of customers we spoke with were existing AT&T iPhone customers upgrading to the iPhone 4 but we did find people that were new…
We wanted to show the difference in the line for the iPhone 4 today compared to the lines we saw for Sprint’s recent launch of the HTC EVO but we couldn’t fit the Apple line in one shot so we shot a video of the line that wrapped around a city block. Lines are…
An influx of new smartphones could make for a competitive third quarter in the wireless industry in the United States, which is approaching 100% penetration. The consensus view is that industry pricing has stabilized, but as we examined in our AT&T initiation, ARPU declines remain steep within individual device categories. The new product launches in Q3 could provide more visible signs…
One way to get “inside the head” strategically of a company is to look at how they survey their current customer base about their product/services. Following a Phish concert at the Saratoga Performing Arts Center in NY this past weekend, several people we know were sent a web-based survey from Live Nation about their experience.…
With DISCA shares up 28% ytd (DISCK up 27%), and up 94% (DISCK up 83%) over the past year compared to S&P 500 down slightly and up 25%, respectively (with DISCA/DISCK outperforming all their major rivals in the mid-large cap media sector), the key question is why do we still like Discovery? The answer is…
Clearwire’s stock could benefit from the expiration of its right’s offering at the close today. The rights, which trade under the symbol CLWRR, entitle holders to purchase 0.4336 shares of Clearwire stock at $7.33 per share. We suspect that arb activity has likely held the stock back in recent weeks and days as a buyer…
After Shrek Forever After came out, we questioned (click here) whether consumer excitement over 3D was fading, as Shrek’s level of 3D box office relative to total box office fell considerably from How to Train Your Dragon’s opening weekend box office mix. At the time, some investors questioned the thesis of our blog based on the fact…
Yesterday, we highlighted the potential of Google TV (click here for our blog post) to improve the multichannel television navigation/search experience that frustrates so many consumers today and which integrates traditional television content with everything the web has to offer. Yet, as we think more about the initial players involved with Google TV, it would appear that…
Comcast’s Brian Roberts last month demonstrated an iPad remote (click here for our blog post) that we viewed as revolutionary for the cable industry, as it enabled existing set-top boxes to be controlled by a virtual remote control on a mobile device (such as an iPad, iPhone, etc…). No upgrade cycle for boxes and no…
Music executives love to talk about how consumers’ annual expenditure on music has increased over the past decade, consumers are just not spending on physical recorded music the way they used to (spending hundreds of dollars for a floor seat at one Madonna concert makes up for a few less CDs bought in a year).…
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