Craig Moffett Quotes (26 Quotes)

The guidance (for 2010) was very positive for both long term subscriber trends and for profitability implying roughly 19 to 20 million subscribers. This is likely to be significantly above consensus expectations, and confirms our belief in the strong cash generation ability of the satellite radio platform.

That would have hurt both fees and operating income.

Howard Stern is a business. Sirius is paying, in essence, a license fee for what is a large and successful business.

To use the word 'crisis' was unfortunate. It would hardly be a crisis if the company were growing faster than people expected and, therefore, had to defer free cash flow for a quarter or two.

Ratings are strong, which is good for advertising, but it is being offset by the renegotiation of affiliate fees.

The implication that Comcast did not 'chase' the contract can be taken as a sign of fiscal restraint.

Both of them are playing a game of brinksmanship. The risk both run is regulatory intervention, which neither wants. But this is a complicated issue that defies the simplistic analysis.

They both share the same set of strategic concerns Both are struggling to find a way to compete against cable's triple-play bundle to offer a competitively priced package of video data and voice that satellite has not been able to match.

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.

This is a razors and blades business. Discounting of radios is one of the obvious levers they've got to stimulate subscription demand, because over the long term, that's where they make their money.

The resignation carries obvious headline risk -- the stock is down heavily. But (it) does not mean that the strategy chosen by XM management is incorrect.

That, coupled with the confusion around the announcements of covenant defaults, doesn't mean good news for the stock.

Their revenue growth guidance is considerably below the growth you're seeing at Time Warner and Cablevision, both of which are now in the ramp-up phase of (digital phones).

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.

As always with Cablevision, their motives are inscrutable,

Going into the quarter the high-speed data number was going to be the focus and they came spot in line with expectations.

I think it will turn out to be a very astute investment by Sirius. The value of what (Sirius has) already gotten from him in promotional appearances alone is worth tens of millions of dollars in free advertising.

The results are nothing to write home about, ... disappointment.

Their voice launch appears to have boosted results in other areas as well.

The read-across is bullish for the entire cable industry.

More than any one figure, that's the figure that's going to determine just how big this market is over the long term. We're trending toward more and more of the industry coming from radios that are factory-installed in new cars. Are you going to get 60 percent of those customers to sign up as subscribers, or is the number going to be closer to 50, or is it going to keep going lower

Watchdog groups and tech companies are likely to press for 'Net neutrality' as a condition of merger approval in Washington.

This just adds more fuel to the fire for investors, who are wary about the unpredictability of governance at Cablevision. The main thing people want to find out is, if the dividend is off the table, then what comes next

Despite the best efforts of the F.C.C. to create competition, after the bubble burst, there weren't any competitive alternative to the Bells. Now that the cable operators are able to offer voice service to complement their high-speed data, commercial services are a cherry waiting to be picked.

The phone companies are in the awkward position of initiating a service in an already mature market with a disadvantaged cost structure, ... And on top of that, they have to offer the service at a discounted price just to compete. It's a hard strategy to sustain long-term.

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.