Peter Kafka in Media on May 8 at 10:20 am PT
It’s easier than ever to get what you want to watch without paying for TV. But you’re still doing it.
Peter Kafka in Media on April 27 at 6:40 am PT
A new study confirms what you already knew: If you’re watching lots of stuff on Netflix, you’re watching less on TV. Except, people who watch Netflix sometimes watch more TV, too.
Peter Kafka in Media on March 1 at 7:47 am PT
If lots of people are ditching cable for Netflix, YouTube and Apple TV, how come pay-TV numbers went up last quarter?
Peter Kafka in Media on February 22 at 3:29 pm PT
Don’t expect Google to break the bundle when it experiments with cable TV. But you could see some cool features, like a cloud-based DVR, and a programming guide that doesn’t make you want to scream.
Peter Kafka in Mobile on February 10 at 8:45 am PT
The search business becomes a mobile business by 2016. Maybe even earlier.
Arik Hesseldahl in Enterprise on November 1, 2011 at 5:59 am PT
With the drama at Hewlett-Packard now hopefully subsiding, analyst Toni Sacconaghi examined the company’s business units — and likes what he sees.
Arik Hesseldahl in Enterprise on October 17, 2011 at 11:44 am PT
IBM reports quarterlies after the close of markets today. Bernstein Research’s Toni Sacconaghi says it should beat the Street, but expectations for its revenue growth should come down.
Arik Hesseldahl in Enterprise on September 14, 2011 at 3:15 pm PT
A scathing analyst report concerning Hewlett-Packard’s pending purchase of the British software firm Autonomy says investors dislike the deal but have little chance to stop it.
Fifteen years after their initial Comcast investment, Microsoft’s vision of a Windows-based gateway to the television still hasn’t materialized. Now it is Google’s turn to storm the fortress. And, like Microsoft before them, they have decided to do it from the inside.
Bernstein Research’s Craig Moffett, in a note (reg. required) savaging the notion that buying Motorola will allow Google to disrupt the TV business. Moffett does see a role for Google in helping cable operators measure and target TV advertising, though. For a less pithy take, read AllThingsD.
