Over the weekend Sprint user groups were buzzing with news of an Unlimited Family plan being offered by the customer retention department. There appeared to be various versions being offered with the access charge for the first two lines varying from $95 to $130 and in many cases including unlimited text. Additional lines reportedly cost…
Vivo reported very strong Q4 results on sales and marketing expenses that were substantially lower than our estimate. EBITDA of BRL 908 million was BRL 295 million higher than our BRL 614 million estimate as sales and marketing expense rose only 3.7% sequentially despite a 36% sequential increase in gross additions. Click here for a copy of…
T-Mobile USA is making another bold move by offering a home telephone service (VOIP) bundle for only $10 per month under the brand Hotspot @ Home Talk Forever. The plan requires a wireless rate plan of $40 or more. This $10 plan by T-Mobile is a substantial discount to Vonage’s $25 plan. More importantly, we…
China Mobile reported record net subscriber additions of 7.044 million (+45.0% y/y) that topped our estimate by 1.235 million subscribers. This month surpassed the previous record month of October 2007, which had 6.603 million net additions. This net addition growth implies 23.0% growth in total China Mobile wireless subscribers to 376.383 million,
China Unicom reported January net subscriber additions of 1.428 million, which were slightly below our estimate but grew 23% from last year. The GSM network added 1.125 million new subscribers, which were 14,000 below our estimate.
Preliminary wireless industry subscriber data from Brazil indicates another blow-out month of subscriber net additions in January 2008. These estimates are sometimes slightly revised when the final numbers are released. Monthly industry net additions of 1.877 million for January more than doubled annually and were nearly three times our estimate.
Jimmy Iovine is the Chairman of Interscope, Geffen, A&M Records (Iovine founded Interscope, one of the most iconic music labels), owned by Universal Music. The 21-minute video interview from Crazedhits.com (video posted below) provides a state of the music label business that is quite concerning; pinning the industry’s future on some form of subscription service…
Discovery’s new financial breakouts (DISCA 10-K breaks out Travel Channel, for/ex, etc…) allow investors to fully appreciate how rapidly the company is growing. On a 2006 base of $2.7 bn in revenues, excluding the Travel Channel (which was sold), Discovery generated over 10% revenue growth ($288 mm of incremental revenues), excluding the benefit of foreign…
It was encouraging to see Comcast take a more conservative approach to 2008 guidance than they took to 2007 guidance a year ago (they need to restore credibility). We continue to feel comfortable with our 2008 revenue/EBITDA growth assumptions of 9%, however, we are adjusting our estimates to account for the acquisition of Insight systems…
Sprint announced what it is calling a consolidation today but which only affects a small number of leaders. We are unclear on why the movement of a small number of leaders would merit a press release. Sprint’s operational groups are split between Virginia and Kansas. We had expected a headquarter consolidation to include the consolidation…
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