“The outlook remains unchanged, but the business has to pedal faster on subscriber growth to offset falling average revenue per user in order to meet expectations.”
Christian Maher
“The numbers were great ... they have great ratios, they have very affluent subscribers and their revenue per subscriber goes up every month. These guys are what every cable company wants to be when they grow up.”
Shelly Lombard
“Despite the improved revenue outlook, market conditions remain broadly unchanged as significant promotional activity is required to maintain seat factors.”
Martin Broughton
“It's interesting to note that while per subscriber valuations have fallen for public (cable companies), they remain relatively strong in the private market.”
Craig Moffett
“There is nothing like returning to a place that remains unchanged to find the ways in which you yourself have altered.”
Nelson Mandela
“As a result, we believe forward EPS estimates at best will remain unchanged and most likely will need to be lowered.”
Dan Niles
“From this perspective, it is somewhat disappointing that corporate tax remains unchanged at 29% and that STC also remains unchanged at 12.5%.”
Colen Garrow
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