Last quote by Rich Greenfield
Rich Greenfield quotes
In our view, regulators will fear that AT&T will use its distribution footprint to favor Time Warner content vs. third parties.
Google could help Twitter's user acquisition problem. The unknown is whether regulators in the United States and European Union would allow the transaction.
The world of media is shifting to mobile and these newer platforms are becoming the future.
Just a few years ago, the industry was adding video subs at a 1-2 percent rate.
We wonder whether Twitter's focus on live video is a way to make Twitter more palatable as an acquisition candidate. With Twitter's pivot to live video, it potentially gives legacy media companies who are already heavily invested in sports (and news) a way to address their mobile shortcomings, while remaining focused on the content verticals they already prefer.
Quarterly subscriber volatility is nothing new to Netflix, nor are management excuses that are often difficult to digest.
When you cut $80 down to $40 or even to nothing, there's a lot of money to go around that you're going to spend on HBO Go, that you're going to spend on Hulu, that you're going to spend on Netflix.
Despite the continued subscriber volatility vs. investor expectations, the question remains, is Netflix poised for meaningful global growth over the next several years? We remain confident they are.
Viacom has really lost its mojo over the course of the last decade under Dauman, and I think the reality is they need someone that talent trusts. I think fresh blood is certainly needed.
I think his statement illustrates the level of denial that is concerning investors.