Now wasn't that easy? No rude remarks, no belittling, etc. Good stuff, right getsirius!
Originally Posted by getsirius
SIRIUS XM SATELLITE RADIO FORUM
Now wasn't that easy? No rude remarks, no belittling, etc. Good stuff, right getsirius!
Much nicer this way Midas. Certainly makes it more comfortable to comment.
It's always a mystery why Mr. Market decides to give some companies a pass on something as basic as say, oh I dunno,....showing a profit (think P, think AMZN), while others get just hammered mercilessly because even though they are making a healthy profit and have huge margins, there is some question of sustainability (think AAPL). Again, I think it comes down to expectations for future growth and future profits. P has a HUGE subscriber base. Their problem is that they have not yet figured out how to fully monetize that base. Many users pay no fee and mgmt has not yet solved the riddle on how to wring meaningful advertising revenue from that base. I think the investing public is betting that they will eventually figure it out, much like FB did. When/if they do, the future is very bright and they will make some serious bank. If they can't figure it out then eventually investors will abandon P or mgmt will have to change it's business model. The real question is how long can P sustain it's Stock price on the hope and promise of future profits before investors move on. If AMZN is any indication, it's gonna be a quite a while yet.
I had an interesting experience over the weekend. I am a U-Verse customer and they offer live streaming of their service over the internet. I was in the position to watch live television while riding in the car. It was a fun and interesting experience. As "obvious" as this is to everyone, I honestly can't wait for the connected vehicle to become the norm. Having access to all your applications and services is going to be cool. The only thing I see being a problem, again pretty obvious, is if you are the driver. HA HA. I can see cars have 2,3,6 monitors for all passengers in the car.
@Muscle... do the cable providers offer free live streaming of their service to existing customers?
Last edited by midas360; 08-10-2015 at 01:33 PM.
I can see having monitors in the back seat but I think having one on the passenger side could be too much of a distraction for the driver.
Of course they do. Hey Midas did you see DirecTV sub losses for Q2? Horrendous numbers.
Miriam GottfriedVerified account
@miriamgottfried
MoffettNathanson: Cord-cutting accelerated in Q2. But cable posted slowest yoy rate of decline in > 6 yrs. Satellite/Telco losing share.
https://twitter.com/miriamgottfried/...64813359169536
Cord-cutting has been going on in the cable industry and satellite business for awhile now (only twice for DirecTV though). This is not news unless you are knew to the industry. I am actually kind of surprised you posted this being that this has been a huge problem for the cable industry. It looks like both sectors are not fairing well. AT&T will correct this because they can bundle a lot of products and services like television, phone, internet, connected car, mobile plans, home security, etc. Unlike the cable companies...
http://variety.com/2015/digital/news...q2-1201559878/
On the connected car, how do the cable companies plan on getting their content to the connected car? VIA WIFI????HAHAHA
Btw, I texted Demian. No response. I do hope he is doing well.
Edit: You may want to read the article a little closer on DirecTV pay-tv losses before you respond.
"For the second quarter, Time Warner Cable also posted higher-than-expected video subscriber losses Thursday, with a net decline of 191,000 subs, and Comcast lost 159,000 in the period."
Last edited by midas360; 08-10-2015 at 02:47 PM.
@muscle...
"For the second quarter, Time Warner Cable also posted higher-than-expected video subscriber losses Thursday, with a net decline of 191,000 subs, and Comcast lost 159,000 in the period." Hmmm...
You have to keep in mind that AT&T has Uverse and DirecTV. Those are 2 different video offerings from AT&T.
"Telcos continued to pick up share in Q2, with AT&T adding a net 233,000 U-verse TV subs and Verizon gaining 140,000 FiOS TV users, but it is unlikely those pickups will offset cable and satellite losses in the period."
Last edited by midas360; 08-10-2015 at 02:49 PM.
Why are you quoting an article from 2013??? Are you playing games or did you not see the date of the article?@muscle...
"For the second quarter, Time Warner Cable also posted higher-than-expected video subscriber losses Thursday, with a net decline of 191,000 subs, and Comcast lost 159,000 in the period." Hmmm...
Again I will ask you did you see the 2015 Q2 sub numbers? Or do you not follow the industry you are invested in?
Edit: I was just goofing around as I thought you were poking fun at the way I posted to you in the past.
I am not invested in the cable industry. I am invested in 1 company and that's AT&T. I am not concerned about their "video" business at the moment. Before buying DirecTV, it was a new business with what, about 10 million subs? I don't think it was even considered a real competitor. Again, AT&T is a data company. They want any and every device on their network. It's ALL ABOUT THE CONNECTED DEVICE with AT&T. It's all about NETWORK USAGE.
Last edited by midas360; 08-10-2015 at 03:10 PM.
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