We've seen a lot of momentum in the IP video space over the past few months as major players in the space race to stake their claim in this rapidly shifting area. Programmers and distributors are forming alliances with each other and with device makers in the hope of finding the best avenue to the consumer.
A look at the mobile video apps Sprout NOW and USA Network NOW that Comcast's NBCUniversal has launched for two of its cable networks show both the progress the industry has made with TV Everywhere, and how over-the-top-video could shake up the sector.
As the industry weighs the impact of Comcast's merger agreement with Time Warner Cable, I thought it would be good to take a look at what happened to the TCI-Bell Atlantic deal that happened 33 years ago. Are there lessons from that failed merger that would be useful to consider when we gauge the prospects of the Comcast-TWC deal?
A Google-Verizon marriage would be the largest corporate merger ever, dwarfing the $164 billion AOL-Time Warner merger in 2000. I have no idea if Google and Verizon are discussing a merger. But here are 10 points to consider, including reasons why the deal makes sense and signs that it could actually happen.
I was starting to write a column last night about some predictions that former Tele-Communications Inc. chief Leo Hindery had in 1999 about the impact of cable consolidation when news broke about the Comcast-Time Warner Cable deal. Those statements from Hindery, the architect of a series of cable system acquisitions and swaps in 1997 that we called the "Summer of Love," are as relevant today as ever.
I thought separate meetings I had last week with the top video executives at Comcast and Verizon would help answer questions about their strategy with new technology platforms like X1 and LTE multicast. But my interview with Verizon's Shawn Strickland left me with many more questions.
Analyzing the impact of cable consolidation will likely be a key focus for us this year, but here some of the stories and ideas that we believe are worth keeping an eye on after the trip to the Consumer Electronics Show.
Cable investors who listened to Charter's conference call Tuesday afternoon might've been left with the false impression CEO Tom Rutledge walks on water, while the management team at Time Warner Cable has been asleep at the wheel for the last decade.