The Evolution of the Television Bundle: There's Still Plenty of Profit in Couch Potatoes
The television ecosystem is constantly evolving and the traditional bundle model has come under pressure recently, but we believe investors have...
393 Views
AT&T Data Center Auction Fails
AT&T Inc.’s auction of its data centers has not resulted in a deal after more than a year, and can be considered a “failed” auction, a sector...
345 Views
Verizon Selling Data Centers, Not Enterprise Unit
Verizon Communications is selling its data center business, primarily what used to be known as Terremark, not the whole enterprise business,...
416 Views
Skinny Bundle Propels Short Selling of Cable and Satellite Providers
The “skinny bundle” phenomenon - where U.S. consumers seek pay-TV packages that include Internet access and relatively few channels - creates...
488 Views
HILLARY! Scourge of Wall, Savior of Main - Preventer of Market Crashes, and Economic Crises
On October 8th, Hillary Clinton offered an Op-Ed on Bloomberg Views (available on the website here) which was a shorter version of...
359 Views