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Letter "C" » Craig Moffett Quotes
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«Any young company is going to struggle to find the right balance between growing and conserving money. But if a new subscriber is going to eventually pay more than XM spends to sign them up, then the company is doing shareholders a favor by growing as fast as they can.»
Author: Craig Moffett
«AT&T ( T ) has historically taken the most aggressive competitive posture vis-a-vis cable.»
Author: Craig Moffett
«Watchdog groups and tech companies are likely to press for 'Net neutrality' as a condition of merger approval in Washington.»
Author: Craig Moffett
«Overall, the quarter was very close to investor expectations. Every key metric was largely as expected.»
Author: Craig Moffett
«The costs of these networks are far beyond what the returns of the new services can provide.»
Author: Craig Moffett
«Cablevision is now definitely taking back share from satellite TV.»
Author: Craig Moffett
«The read-across is bullish for the entire cable industry.»
Author: Craig Moffett
«If there's forced neutrality, 100% of building out services provided by cable and telecom companies fall to the consumer. It's going to price true broadband out of the reach of consumers, and therefore there won't be an investment case of building it in the first place.»
Author: Craig Moffett
«Though the first-quarter subscriber number and affirmed guidance did not represent a big upside surprise, it is still likely to be good for sentiment around the stock. It confirms that subscriber growth remains on track, despite investor concerns over this topic in the last few months.»
Author: Craig Moffett
«All the research says customers love bundles to the tune of a 20 percent discount, and if you don't give them that, they won't take them. If there aren't cost savings, it's just another product on a bill.»
Author: Craig Moffett
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