Q3'09 Sector Analysis reports 

Q3'09 Video Sector Analysis

Despite a recession marked by high unemployment and low housing starts, cable, DBS and telco video providers collectively produced an impressive net gain in video subscribers in Q3’09.
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Q3'09 Data Sector Analysis

Broadband data subscriber additions fell by 30% in Q3’09, as the recession and the maturation of the business continued to affect the market.
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Q3'09 Voice Sector Analysis

While voice cord cutting has picked up steam in the mainstream press, the rate of voice cord cutting appears to be slowing, based on an analysis of Q3’09 subscriber numbers.
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Q3'09 Wireless Sector Analysis

The third quarter was far from wireless business as usual, as subscriber migration patterns deepened the divide between the top four carriers and churn rose across the board.
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Industry News

Revenue drops 2.6% at BellAliant

TUESDAY, NOVEMBER 10, 2009

Bell Aliant posted a 1.1% gain in Q3 '09 EBITDA to $375 million despite a 2.6% drop in revenue to $786 million, as the recession continued to weigh on results.

Company & Sector Analysis

Comcast Q3'09 Earnings Analysis

WEDNESDAY, NOVEMBER 04, 2009

Surprising strength in RGU growth and prudent expense controls pushed Comcast forward in Q3 '09, as the company posted a 22.5% increase in net income from $771 million to $944 million.

Multichannel Video Subscriber Additions

Q4’08 through Q3’09

Source: One Touch Intelligence analysis of company reports

View company Key Performance Indicators...

Q3 09 Earnings Calendar

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VIDEOTRAK™ - Netflix survey uncovers high usage for 'Watch Instantly'
Less than three years after its launch, Netflix Inc.’s Watch Instantly service has cultivated a wide user base, with nearly two-thirds of Netflix DVD-by-mail customers saying they’ve tried the online video platform, according to our just-completed survey of Netflix customers. >> Find out more

WIRELESSTRAK™ - iPhone influence looms large in Q3 carrier results
The third quarter was a study of haves versus have-nots, as two of the top four carriers lost subscribers.
 >> Find out more

DBSTRAK® - Dish Network beats DirecTV in Q3 additions
Dish Network ended a long quarterly losing streak to DirecTV in Q3‘09, adding 241,000 net new subscribers, compared to DirecTV’s gain of 136,000. >> Find out more 
 

Surprise Dish 3Q sub additions a matter of promotion

Monday, November 09, 2009

Reversing a losing trend, Dish Network added 241,000 subscribers, well ahead of DirecTV’s 136,000 – and it has big promotions to thank for the about-face.

Matt Stump

Stewart Schley

Karen Brown

Sarah Ohmart-New

Wendy Pacheco

Grant Southwick

Noelle Botti

Telco Franchise Map