EMM News Explorer: Michael Pachter

[ asked]: Why not step back and be profitable throughout?

wsj 25-OCT-11

[ said]: Everyone will be looking for some clarity on how many customers they’ve lost into October, and no one is sure we’ll get it,

theglobeandmail 24-OCT-11

[ said]: The separation of the websites is a strategic error,

theglobeandmail 20-SEP-11

[ said]: The question is, is this the right [share] price or is it lower? It’s probably lower,

theglobeandmail 16-SEP-11

[-said]: Netflix made a bad move, raising prices as much as they did,

AP 15-SEP-11

[ said]: This just won't work in Ecuador or Costa Rica or even Mexico as it has in the U.S.,

news 07-SEP-11

[ said]: Starz is the perfect example. Content owners have to play hardball with Netflix,

ibtimes 03-SEP-11

[-estimated]: If they sell 1 million units, they make $40 million to $50 million of revenue and $10 million in profit,

reuters 29-AUG-11

[ said]: Consider the difference between this generation, PS3 and last generation, PS2. The PS2 was under $200 after only 18 months of being on sale. This is still over $200, even after this most recent price cut, after five years,

ibtimes 17-AUG-11

[-said]: They aren't even looking at Nintendo. It's all about Xbox and Playstation 3. I think it's a bold, smart move. If Nintendo doesn't react, Sony has a big advantage,

ibtimes 16-AUG-11

[ said]: I can see how Disney would take 'Angry Birds' and turn them into a theme-park ride and a movie,

economictimes 13-AUG-11

[ said]: I can see how Disney would take Angry Birds and turn them into a theme-park ride and a movie,

chinadaily 13-AUG-11

[ said]: That's a way to woo developers to consider Google+ first...And somebody will. There's a lot of guys who have a lot of trouble getting noticed on Facebook,

ibtimes 13-AUG-11

[-says]: negotiate the rights to each piece of content separately.

npr 11-AUG-11

[-says]: They might have certain seasons of some of the series and not have seasons of the others,

npr 11-AUG-11

[-says]: All the content owners are going to figure out that they can get a lot more money out of Netflix if they just hold their breath and negotiate a little tougher,

npr 11-AUG-11

[ said]: They (Nintendo) are falling behind PS3 with Move and 360 with Kinect, and it is hard to know if the launch software will be compelling,

ibtimes 28-JUL-11

[-said]: Their biggest challenge is their content costs are escalating dramatically,

ibtimes 27-JUL-11

[-said]: By bifurcating its subscriber base into streaming and non-streaming plans, the company may be able to successfully argue that a lesser number of subscribers access streaming content, and may be able to control streaming content costs. Our central thesis has been that the company's streaming content costs are rising faster than its revenues; today's move reinforces our conviction that this thesis is correct,

ibtimes 13-JUL-11

[ said]: Netflix has another year or two on most of these contracts, and then the game completely changes,

ibtimes 13-JUL-11

[-said]: We expect limited impact on postage expense, which is included in cost of revenues, as any savings from subscribers seeking a cheaper combination plan with a lower DVD amount may be offset by subscribers that adopt DVD-only plans (potentially at higher DVD usage rates),

ibtimes 13-JUL-11

[-wrote]: Our central thesis has been that the company's streaming content costs are rising faster than its revenues; today's move reinforces our conviction that this thesis is correct,

ibtimes 13-JUL-11

[ said]: Facebook would love to lessen its dependence on Zynga, but it's not going to shoot Zynga,

ibtimes 01-JUL-11

[ said]: At 232 million monthly actively users and (revenue of) $235 million, that is $1 per monthly active user per quarter, which is impressive,

ibtimes 01-JUL-11

[ said]: The move to support HTML5 is smart,

finanznachrichten 22-JUN-11

[ said]: They've been losing their core customer,

japantimes 20-JUN-11

[-said]: stuff was the hardware, and even that wasn't that new. We knew all about the PSVita, but not the name, leaving the only unknown interesting stuff coming from ,

ibtimes 14-JUN-11

[-said]: I thought it was really cool.

japantoday 12-JUN-11

[-said]: I was really, really surprised at the stock price reaction,

japantoday 12-JUN-11

[ said]: They (Nintendo) is falling behind PS3 with Move and 360 with Kinect, and it is hard to know if the launch software will be compelling,

ibtimes 09-JUN-11

[-said]: It's going to grow a couple of percentage points a year from here on,

latimes 07-JUN-11

[-said]: They need to reassure people. They need to say they are pleased it's back up and that they hope everyone knows they will take care of them in the future. They need to make people feel good about it. They don't need to apologize, but they need to restore confidence,

ibtimes 07-JUN-11

[-said]: They have the belief that if someone is profiting from selling goods, it should be them,

ibtimes 28-MAY-11

[ said]: Once the network is back up and secure, and once people calm down and realize they didn't lose anything, the damage will largely be repaired,

ibtimes 11-MAY-11

[-said]: at the same time that they announced the attack,

ibtimes 11-MAY-11

[ said]: Our forecast is based upon a combination of channel checks, company press releases and intuition, with the greatest dependence upon intuition. We note that for a given game, a difference of only one unit per store per week could result in a difference of 100,000 units in volume, or $3 million to 6 million in retail sales for the month. Therefore, we caution investors to use our estimates as only one data point in a sea of information,

ibtimes 10-MAY-11

[ said]: We initially expected the launch of the 3DS to spike overall software sales growth back into positive territory beginning in April, but the handheld is off to a slow start, as a lack of compelling software has kept many consumers on the sidelines for the expensive hardware,

ibtimes 10-MAY-11

[ said]: We forecast software sales of $460 million, up 15 percent compared to last year’s $399 million, due to a very strong release schedule during the month. The slate was skewed toward non-covered publishers, with only Electronic Arts benefiting from a distribution deal during the month,

ibtimes 10-MAY-11

[-said]: Another vendor of the same content at the same price isn't very exciting,

news 10-MAY-11

[ said]: They've got years and years of growth ahead of them,

latimes 10-MAY-11

[ says]: it won't be seen as their fault,

irishsun 06-MAY-11

[ says]: They still haven't done enough to reassure people,

csmonitor 04-MAY-11

[ said]: There seems to be a little too much emphasis on how bad the hackers were, and a little too little emphasis on Sony's role in allowing this to happen in the first place,

finanznachrichten 01-MAY-11

[ said]: I feel bad for Sony,

news 27-APR-11

[ says]: They can't afford to be down longer than another week, because they will start to appear incompetent,

time 27-APR-11

[-told]: My guess is the person who hacked the network did it because they could,

news 27-APR-11

[-said]: I've asked a lot of hardcore gamers if they will buy it, and they all said, they will once there is more software. There is good software, but it's not enough, especially at the $250 price point. If it was 150 bucks, it would be sold out,

ibtimes 27-APR-11

[-said]: If it never happens again, I think it is over in two months and everybody forgets about it,

news 27-APR-11

[-said]: If Zynga is serious about going public, they need someone who knows how to do it. They just grabbed a guy to give them what they were missing -- public management experience,

news 26-APR-11

[ said]: The signal is streaming content costs are rising faster than we thought and that means earnings growth is slower than we thought,

wsj 26-APR-11

[-said]: consumer electronics and entertainment software from market share losses to lower-priced online and big box retailers should offset growth for home office (from mobile phones and computing), appliances, and services,

ibtimes 24-MAR-11

[ said]: The longer the lockout drags on, the more likely it is that NFL fans will become alienated,

time 15-MAR-11

[ says]: That's a lot of time to fix things,

time 15-MAR-11

[ said]: He's a super capable CFO, although he was sometimes gruff and was not very tolerant of people who didn't do their homework,

reuters 08-DEC-10

[ said]: OnLive's PlayPass and PlayPack plans give players maximum flexibility to try or buy video games,

engadget 02-DEC-10

[ said]: Microsoft (MSFT) apparently has good vibes from retail,

irishsun 05-NOV-10

[-said]: shows a lot of confidence,

irishsun 04-NOV-10

[-said]: They have a lot riding on it,

irishsun 04-NOV-10

[-said]: It’s them and Netflix; they’re going to divide the world,

irishsun 29-OCT-10

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