The costs of these networks are far beyond what the returns of the new services can provide.

Overall, the quarter was very close to investor expectations. Every key metric was largely as expected.

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

I don?t think it?s a transformational product,

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

This looks to be a pretty attractive price and it underscores a cable market theme: in the last year, the private equity markets continue to value cable much more highly than the public equity markets,

Cablevision is now definitely taking back share from satellite TV.

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...

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

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.

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,...

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

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...

There are cleaner ways to invest in cable than Cablevision.

As always with Cablevision, their motives are inscrutable,

It’s interesting to note that while per subscriber valuations have fallen for public (cable companies), they remain relatively strong in the private market.

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...

It is not entirely a surprise that the deal fell apart. Valuations in the sector have fallen dramatically since the initial offer was made.

From what we can tell, this is nothing more than a reasonable disagreement among reasonable people.

What you’re seeing is a combination of negotiating tactic and legislative posturing. The GAO report is almost certainly going to shine unflattering light on both programming costs and the cable operators. There’s probably enough blame...

The company’s governance remains highly unpredictable.

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,...

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...

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...

Clearly, private equity investors see that that the glass if half-full here.

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...

That could raise the cost of digital video recorders in the home.

The market expectations were consistently too high for all of the (telephone companies) just a few weeks ago, and it appears they were too high for cable.

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

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...

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

This looks to be a pretty attractive price, … and it underscores a cable market theme: in the last year, the private equity markets continue to value cable much more highly than the public equity...

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 would have hurt both fees and operating income.

These are finally the numbers that investors are looking for.

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.

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.

AT&T ( T ) has historically taken the most aggressive competitive posture vis-a-vis cable.

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

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).

The key story at the cable unit continues to be their digital telephone product.

That could be posturing,

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

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...

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...

By all indications, the inventory position going into the fourth quarter looks strong, … Having (previously) announced third-quarter subscribers … there aren’t a lot of surprises (in the report).

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

It?s something else in their arsenal,

Investors are likely to be relieved, as well, by the relatively limited capital commitments imposed by such a strategy.