Thomas Might calls it "The Road Show" — a PowerPoint-driven look at Cable One's four-year transformation from a company struggling with declining video service margins into a leaner, more efficient operation focused on more profitable connectivity services. Last year, around 46 percent of the MSO's $807.3 million in revenue came from broadband services, up from just 30 percent in 2010. And while operating cash flow margins for video services are at negative 25 percent, margins for high-speed Internet service are in the 50 percent range.
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Ranking Arris, Jinni, Huawei and more: Market share for vendors in set tops, multiscreen, broadband and video processing
For cable industry vendors, it's the best of times and most challenging of times, all at once. Keeping up with the rapid evolution of video technology -- everything from over-the-top delivery to high dynamic range (HDR) and 4K -- is not easy. In this FierceCable special report, we've worked with research firm IHS to look at how the vendors in four key pay-TV sectors are competing by examining their challenges, opportunities and leaders.
Arris reported a 33 percent uptick in first quarter revenue to $1.615 billion, a result that exceeded analysts' forecast and was driven by improvements in both network/cloud and CPE sales.
Frontier Communications reported the loss of 10,300 video customers in the first quarter, including 6,700 satellite video customers. This loss was wider than the fourth quarter net reduction of 5,800 video customers, including a reduction of 5,400 satellite video customers. Frontier ended the quarter with a total of 543,400 video customers.
Comcast-backed virtual-reality event producer NextVR has signed a deal with music promotor Live Nation to stream hundreds of concerts in VR, Variety reports.
With FCC Commissioners set to vote on Charter Communications' takeover of Time Warner Cable and Bright House Networks, opposition group Stop Mega Cable has made an 11th-hour plea with the agency to impose more conditions on the deals.
The cable industry, despite its challenges, will grow its aggregate top-line revenue by 4 percent this year, and Comcast will be driving that growth.
From Our Sister Sites
AT&T is shifting the web properties once hosted by Yahoo to a new provider, Synacor, including its att.net portal, search feature, and branded applications, The Wall Street Journal reports.
Prepaid customers have long been almost an afterthought for most major U.S. network operators, who have opted instead to focus on postpaid users who often generate higher ARPU and lower churn. But as the growth of smartphone sales slows-- and as the gap between prepaid and postpaid ARPU narrows-- carriers are increasingly focused on the prepaid segment.