Archive for the ‘TV Business’ Category

September 24th, 2007 at 11:01 am

Cable vs. Satellite US Subscribers, 2002-2007Q2

(click on chart for full-sized image) *2007 numbers are for June, all other years are December.

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September 24th, 2007 at 10:59 am

Satellite TV Subscribers 2002-2007Q2

(click chart for full-sized image) Full table of Satellite Subscribers by company:

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September 14th, 2007 at 9:45 am

DirectTV: 100 HD Channels May Not Be an Easy Sell

  One thing that surprised me looking through DirecTV’s earnings (ticker: DTV) was how high the churn is (greater than 1.5% monthly).

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September 11th, 2007 at 11:03 am

DVR Installed Base, August 2007

TiVo's slices of the pie slipped from 23% to 20%, as it's subscriber losses continued. For a chart of TiVo net new

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September 8th, 2007 at 9:39 pm

Ad Spending By TV Segment

Network TV advertising still takes the highest share of TV advertising, but not an overwhelming share. (click on images for full-sized versions)

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September 8th, 2007 at 7:49 pm

Cable System Revenue Growth all Predicted from Existing Subscribers.

All that predicted revenue growth for the residential cable business is going to come from existing subscribers, because the cable industry isn't

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August 31st, 2007 at 9:18 am

Is Comcast on its Way to Owning TiVo?

Tivo didn’t have a great quarter, losing $.18/share. I didn't need to wait around to listen to the earnings call to hear

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August 30th, 2007 at 8:39 am

Quarterly Net New TiVo Subscribers 2001-2007

To see TiVo's share of the current DVR installed base go here. The latest quarter's TiVo subscriber results are here.

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