Friday, March 11, 2011

Telcos Driving "Premium Channel" Growth

Showtime and Starz networks recorded substantial increases in their sub counts during the fourth quarter of 2010, up 937,000 and 735,000, respectively. Telco once again contributed the lion's share of new additions accounting for nearly half of both networks new units.

In fact, telcos have premium channel take rates far above that typically seen at cable TV and satellite networks.

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On the Use and Misuse of Principles, Theorems and Concepts

When financial commentators compile lists of "potential black swans," they misunderstand the concept. As explained by Taleb Nasim ...