New customers to Sprint can receive a 40% discount on popular rate plans by going to http://www.sprint.com/sero and using the email address savings@sprint.com. Sprint has offered steep discounts to customers referred by its employees for some time but the company appears to be gradually opening up these offers more broadly over the past six months.…
Sunrocket, the second largest “over-the-top” hardware-based VOIP provider behind Vonage, is no longer taking new subscribers and appears to have ceased operations (calls to their customer service reps indicate they are no longer taking calls). While we are not sure what this means for current Sunrocket subscribers, it is definitely an indication of how difficult…
It is time for the complexity of Time Warner to come to an end. TWX’s conglomerate structure simply needs to be undone. We believe the board and management have had long enough and must act over the next 12-months to radically reshape Time Warner – with its upcoming board meeting (late July) likely to begin…
Anatel, the Brazilian telecom regulator, reported total industry wireless subscribers for the month of June this morning that were stronger than expected. Monthly net additions of 1.2 million handily beat our estimate of 844,000 and were equal to the number of net additions in 2006 and higher than our estimate of a 30% decline. We…
This weekend Verizon took its FIOS marketing to the streets, offering a $0.25 per gallon of gas discount at each of the 4 gas stations in Port Washington, NY. Sandwich board wearing Verizon representatives pitched the $95/month triple play of voice/data and video to customers pumping gas even though TV services had not yet been…
While the closing of a single music store in the US should not be exaggerated, when the store has been a fixture in a city for 30 years the broader industry implications are worth noting. Music Millennium has closed one of its two Portland, Oregon stores, which have been serving the city for the past…
BN Americas cited a El Pais news report today (that we cannot locate) which apparently said the CTI Movil, AMX’s operator in Uruguay, currently has 600,000 customers which in inline with our Q2 estimate. It further stated that it expect to grow subscribers to 900,000 by the end of the year which is above our…
We believe it is ironic and foolish for the FCC and Congress to call for rules that they incorrectly believe will increase wireless competition at a time when the industry is already seeing increased competition from existing operators. We are pessimistic about the outlook for the wireless industry in the United States over the next…
Time Warner has begun a soft launch (trial) of discounting bundles for subscribers that are willing to commit to 1-2 year contracts (with termination penalties) in certain portions of their NYC-metro footprint (currently limited to Brooklyn, Queens and Staten Island). Click here for the new rate plan options (use zip code 11103 if it asks)…
Variety is reporting that 20th Century Fox (News Corp-owned) has extended its movie output deal with HBO (owned by TWX) thru 2015. The deal is similar to the Universal HBO deal we wrote about in April 2007 (click here to read that post). Output deals remain critical to the health of the movie studios (particularly…
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