FiOS additions show sequential improvement in Q2

Verizon posted a slight sequential uptick in FiOS TV and data additions in Q2 '10, despite seasonal headwinds, with 174,000 new TV and 196,000 new data subscribers in the quarter. Read more >>

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U-verse TV growth of 209K in Q2 lowest in two years

AT&T added 209,000 U-verse TV subscribers in Q2 '10 results released today, its lowest quarterly net additions in two years. Read more >>

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Industry News

Comcast cable revenue rises 5.1% on solid RGU growth

WEDNESDAY, JULY 28, 2010

Comcast posted a 6.1% increase in overall corporate revenue in Q2 '10, as solid cable gains were offset by a small $22 million charge related to its purchase of NBCU.

Company & Sector Analysis

Verizon Wireless Q2'10 earnings analysis

MONDAY, JULY 26, 2010

Verizon Wireless may not have equaled the net subscriber gains of rival AT&T Mobility, but it did post generally solid metrics for the first quarter, with improving churn rates and another healthy ramp in data revenue.

Multichannel Video Subscriber Additions

Q1’00 through Q1’10

Source: One Touch Intelligence analysis of company reports

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VIDEOTRAK™ - Apple TV makeover may be in the works
Apple Inc. appears to be working on a major overhaul of its Apple TV service that could result in a much less expensive box — $99 versus $229 — and a closer alignment of the Internet video service with Apple’s iPhone architecture.
>> Find out more

WIRELESSTRAK™ - Apple, AT&T face rising legal backlash
Fed up with technical problems and angry over recent service plan shifts, iPhone and iPad customers are taking legal action against AT&T Inc. and Apple Corp.
>> Find out more

DBSTRAK® - DirecTV doles out “save” promos for existing Sunday Ticket subs
DirecTV is gearing up its above and below-the-line marketing for NFL Sunday Ticket, to keep legacy subscribers and gain new ones.
>> Find out more 
 

Qwest-CenturyLink combine

Friday, April 23, 2010

Merger raises video, wireless strategy questions

Matt Stump

Stewart Schley

Karen Brown

Sarah Ohmart-New

Wendy Pacheco

Grant Southwick

Noelle Botti