Sanford Bernstein

Wait a Minute. Does Google Really Want to Be a Cable Guy?

Peter Kafka in Media on November 4, 2011 at 11:00 am PT

Running a cable TV operation is an expensive, messy, un-Googley business. Which is why there’s no way Larry Page is going to do that, says Sanford Bernstein.

After All Its Corporate Drama, Hewlett-Packard is Crazy Cheap, Bernstein Says

Arik Hesseldahl in News on September 27, 2011 at 2:06 pm PT

Sick of all the corporate drama at Hewlett-Packard? So are most investors, who have relegated its share price to the toilet. Yet for all that, one analyst says HP is a screaming buy at its current price.

HP Analysts Like Losing Léo, Not Sold on Whitman as CEO

Arik Hesseldahl in News on September 22, 2011 at 9:59 am PT

Analysts covering HP all seem united in their approval of its apparent move to oust CEO Léo Apotheker. They’re a lot less enthusiastic about his replacement.

No One Is Happy With the FCC Chairman's Speech, Except Broadband Investors

Arik Hesseldahl in Enterprise on December 1, 2010 at 12:52 pm PT

Everyone has something to say about today’s speech by FCC Chairman Julius Genachowski on the subject of net neutrality. Having been blocked in the courts from imposing sanctions on Comcast for throttling users of BitTorrent, the commission has been spinning its wheels trying to find a way to nudge the broadband industry in a direction toward treating all Internet content fairly.

Another Hint of (Very) Cautious Optimism for the Ad Market

Peter Kafka in Media on August 13, 2009 at 2:34 pm PT

Economists may be declaring that the recession is over, but declarations won’t do much for media businesses that have seen their ad dollars disappear. But here’s a bit of (very) cautiously optimistic news for them: Two reports from Wall Street research shop Sanford Bernstein noting the mildest of turnarounds.

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"Family Guy" Beating Skateboarding Bulldogs, for Now

Andrew LaVallee, Reporter, The Wall Street Journal in News on August 7, 2009 at 12:25 pm PT

While the occasional wedding-dance entrance, skateboarding bulldog or Novocained kid makes a YouTube splash, most Internet users are still watching standard television when they go online, a new survey says.

Comcast Not Really Feeling All That “Comcastic” Right Now

John Paczkowski in News on May 29, 2009 at 12:13 pm PT

The econalypse and the job losses and lower housing starts it’s brought with it are having a nasty effect on Comcast’s bottom line. And according to CEO Brian Roberts, that’s not going to change any time soon. “It’s still a scary time,” he said in remarks at Sanford Bernstein’s 25th annual Strategic Decisions Conference in New York.

Time Warner on AOL: We Ought to Have That Removed…

John Paczkowski in News on April 6, 2009 at 2:30 pm PT

Here’s further confirmation that Time Warner is looking to spin off AOL. In an SEC filing Monday, the company said it is seeking to amend debt agreements that restrict it from unloading the struggling business. Coming as it does after the hiring of Tim Armstrong, a former Google executive, as AOL CEO and chairman, the move would seem to suggest that Time Warner CEO Jeff Bewkes has given up on the idea of an AOL merger with Yahoo and is pushing ahead full-bore with a spinoff.

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PlentyofFish Adds Pay Option for “Serious” Daters

Andrew LaVallee, Reporter, The Wall Street Journal in News on March 6, 2009 at 6:01 am PT

Online dating site PlentyofFish announced plans to add a pay option aimed at customers who want to show that they’re serious about meeting someone. PlentyofFish has long been a free site, which has made it hugely popular. It claims on its Web site that members will go on 18 million dates with each other this year.

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Bernstein: The Rich Get Richer in U.S. Wireless

Tiernan Ray, Blogger, Barron's, Tech Trader Daily in News on November 6, 2008 at 2:02 pm PT

In wireless, it appears, the old adage applies: The rich get richer. The poor? Not so much. AT&T and Verizon Wireless are reporting impressive numbers while everyone else (Sprint Nextel, T-Mobile, Metro PCS and Leap Wireless) is not. The gap between the tiers in the market are “stark,” according to Sanford Bernstein analyst Craig Moffett.