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Example question: Bloomberg reported that supply constraints are leading to iPhone shortages. Do Trefis analysts see a meaningful impact on AAPL?
Example comment: Competition will squeeze AMZN's operating margins from 4% to 2% meaning a 10% hit to the stock according to Trefis.
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* Companies:
Will Time Warner Cable ever be able to stop subscriber losses?
Will Time Warner Cable ever be able to stop subscriber losses?
While its cable competitor Comcast significantly reduced subscriber losses in Q4 2011, Time Warner Cable shows no sign of improvement. The company has lagged behind in terms of enhancing its service with streaming and on-demand options.
Will it ever be able to reverse subscriber losses? What are its options? Perhaps partnering with Netflix?
Let us know your views today! [ less... ]
While its cable competitor Comcast significantly reduced subscriber losses in Q4 2011, Time Warner Cable shows no sign of improvement. The company has lagged behind in terms of enhancing its service with streaming and on-demand options.
Will it ever be able to reverse subscriber losses? What are its options? Perhaps partnering with Netflix?
Let us know your views today! [ less... ]
Will Time Warner Cable ever be able to stop subscriber losses?
While its cable competitor Comcast significantly reduced subscriber losses in Q4 2011, Time Warner Cable shows no sign of improvement. The company has lagged behind in terms of enhancing its service with streaming and on-demand options.
Will it ever be able to reverse subscriber losses? What are its options? Perhaps partnering with Netflix?
Let us know your views today!