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Bernstein Research 
88 posts and columns on Bernstein Research
Google Fiber Is World-Changing! Or Maybe Not. Or Both!
Let’s hear what Larry Page has to say about his company’s plans to take on Comcast, Verizon and everyone else in the broadband business.
What if Mobile Ads Don’t Catch Up?
The mobile ad market is small, but the mobile Web is booming, so dollars will follow eyeballs, right? Here’s the counter to that argument.
Facebook’s Early Christmas Gift: Shares Surge on Analyst Upgrades
Facebook’s usual Wall Street Scrooges do a sudden, positive about-face on the stock’s prospects.
Facebook Exchange Will Be Big, but Not Big Enough to Stop Slowing Web Ads
The good news: Facebook’s ad targeting program is working. The less-good news, at least for the ad tech guys: It’s always going to be a sideline, says Bernstein Research.
Cord-Keeping: Pay TV Shrinks for the Quarter, Stays Steady for the Year
Time for another installment of “Cord-Cutting: Fact or Fantasy”?
The Math Behind Disney’s “Star Wars” Deal
Maybe a Mickey-Yoda mashup: Bob Iger needs to sell $4.5 billion in tickets to make the math work, says Bernstein Research.
Why an Apple TV Is Not an iPhone
Some Apple fans predict a replay of 2007, when Steve Jobs upended the mobile business with a sexy new device. This time around could be much different.
“Yes, There Are Homes That Are Cutting the Cord.”
The growth rate remains below the level of even anemic new household formation, suggesting that penetration is falling even as the Pay TV subscriber base is still growing. And that, in turn, suggests that yes, there are homes that are cutting the cord. Whether they are doing so because of online video options (as the technology press would have it) or poverty/affordability (as we would argue) is unclear.
– Bernstein analyst Craig Moffett in a research note today, analyzing the next-to-no-growth of the pay-TV business
Mother’s New Little Helper: Netflix
Mom and Dad got Netflix for themselves. Now they use it to show Junior the same episode of “SpongeBob.” Over and over and over.
Why the Feds’ Cable Probe Means More Expensive Web Video for You
If you’re hoping that the DOJ investigation blows up the cable business, we’ve got bad news.