The question is whether customers will stick with [DirecTV Now], or will they react with the same kind of frustration they had with rising cable and satellite bills.

Craig Moffett

Categorized in : Company News

Sprint used the comical tagline : We're almost as good for less money, and almost as good is, for obvious reasons, not a terribly compelling value proposition.

It has been widely expected for some time that John would exit next year, so this won't come as a shock to anyone, and Mike has always been extremely highly regarded by the investment community. I expect they'll make the transition without missing a beat.

It is time to acknowledge that the odds of the deal are less than... by Craig Moffett

It is time to acknowledge that the odds of the deal are less than a coin toss.

The reason you're getting that reaction is this is a battle of marketing vaporware rather than real network evolution, they're tripping over themselves to claim they have a 5G network.

They're tripping over themselves to claim they have a 5G network, but we're years away from it having any impact on user experiences.

The one thing that is clear is that this is a generally lousy bus... by Craig Moffett

The one thing that is clear is that this is a generally lousy business.

Disney has the superior balance sheet, cost of debt, equity and rationale to emerge victorious over Comcast in a bidding war.

When a company has to explain why they probably won't default on their debt, it's usually not a good day for equity holders.

It was critical that they get the deal done... but it is smaller than investors would have hoped for, coupled with their recent 50 percent off price cut, it's not really enough to stop the bleeding.

If T-Mobile is acquired before they get that chance, Sprint's in... by Craig Moffett

If T-Mobile is acquired before they get that chance, Sprint's in a world of hurt.

To achieve their targeted 50-50 portfolio mix between U.S. and non-U.S. holdings, Altice would need to virtually run the table and buy half of everything out there that isn't named Comcast or Charter, if one assumes that Cox isn't a seller (they're the largest remaining company after TWC and Charter itself, and they have sounded relatively resolute in their desire to remain independent) then Altice would need to successfully buy essentially everyone else.

The real question now is if Time Warner Cable has any more appeti... by Craig Moffett

The real question now is if Time Warner Cable has any more appetite to be acquired now.

There's always a flurry of promotional activity around big new phone launches, the question is : Will this be the so-called supercycle ? ... I think it's hard to imagine that when the most important feature of the phone just isn't ready for prime time, that that will be enough to drive a supercycle.

Nobody expects to make very much money on this, but everybody is afraid that if they don't do it, they'll lose share to the people who did.

If large numbers of residents [ in a small ] town try to connect simultaneously, they may find that the town itself is virtually cut off by the lack of fiber capacity linking the town to larger Internet hubs.