Comcast's upcoming over-the-top pay-TV service could prove popular enough to siphon subscribers away from the MSO's more profitable linear video products, an analyst tells FierceCable.
Wi-Fi hotspots are increasingly being aggregated together to form rudimentary, patchwork, nationwide wireless networks. However, some of the companies that are doing the actual work of aggregating those hotspots, including iPass, Boingo and Towerstream, don't have much to show for their efforts--at least, not yet.
Driven by Japan's determination to broadcast the 2020 Winter Olympics in 8K, and China's rampant consumption of new resolution formats, shipments of 8K ultra-high definition displays (7680 x 4320 pixels) are expected to only grow from just 2,700 this year to around 911,000 by 2020, according to IHS.
With Altice SA and Patrick Drahi circling Cablevision, FBN Securities' Robert Routh says the Bethpage, N.Y.-based MSO is actually undervalued as an acquisition target.
MoffettNathanson analyst Craig Moffett predicted that the pay-TV industry will continue to lose subscribers during the second quarter, led by 120,000 net losses of video subscribers at industry leader Comcast. Overall, Moffett predicted video subscriber growth of -0.5 percent in the second quarter, essentially flat from the first quarter but down significantly from the same quarter a year ago.
Comcast is planning to launch a $15-a-month OTT pay-TV service that blends streaming of the major broadcast networks and HBO, as well as access to the MSO's cloud DVR service and thousands of on-demand programs. However, the offering contains no major cable networks.
Presidential candidate Bernie Sanders and three of his fellow progressive Senators have written the FCC, asking the agency to investigate what they term the "ridiculous" price of cable TV and broadband fees.
Verizon is preparing for a strike involving 38,000 unionized employees, as talks with the Communications Workers of America (CWA) and the International Brotherhood of Electrical Workers (IBEW) continue to drag on.
Comcast now has less than six months to fulfill a pledge made in April to roll out 2 Gbps broadband services to 18 million customers by the end of 2015.
Although most analysts expect federal regulators to approve Charter Communications' bid to simultaneously buy Time Warner Cable and Bright House Networks, BTIG Research analyst Richard Greenfield remains highly skeptical.
While conceding his own companies "missed the boat a little bit" in letting upstart Netflix become the dominant force in over-the-top distribution, Liberty Media Chairman John Malone said his cable holdings, which include the burgeoning Charter Communications empire, are still well-positioned in an OTT future.
ESPN has lost around 3.2 million subscribers in a little more than a year, and 7.2 percent of its customer base since July 2011, as pay-TV users abandon their services or cut them back to cheaper skinny bundles.
Putting a size on the security exposure for authenticated streaming video services, Parks Associates said that 6 percent of U.S. broadband homes use a video service that belongs to someone living outside the home.
Already having landed in Portland, CenturyLink is set to secure franchise agreements for its 1 Gbps broadband and IPTV services in four more Oregon locales.
As it readies for its July 23 second-quarter earnings call, a new CFO at the helm, and its failed merger with Time Warner Cable behind it, Comcast is preparing to be peppered with questions regarding its growth strategy going forward.
TiVo's already hot MSO business is about to grow even faster, according to Jefferies. In a note to investors, the advisory firm said TiVo's subscriber base through its MSO partners could double over the next four or five years, from the 4.8 million reported at the end of first quarter, with Tier-2 cable operators looking to provide advanced video services to their customers.
Comcast officially opened its first Studio Xfinity concept store in Chicago, with the goal of changing its image as a cable conglomerate to that of a maker of elegant, forward-looking technology.
Charter Communications has issued a much-anticipated high-grade M&A bond as part of its $31 funding plan for the acquisition of Time Warner Cable.
In one of the most thorough studies yet on Netflix viewing habits--and more specifically, their effect on pay-TV use--The Diffusion Group found that cable, satellite and IPTV use among Netflix homes declined marginally from 2012 to 2015.
The YouTube MCN acquisition spree may be nearly over, but $10B market still has opportunities, analyst says
After a flurry of high-profile purchases that included Disney's $950 million acquisition of Maker Studios and Otter Media's $300 million takeover of Fullscreen, the bulk of the big YouTube multichannel network buys might be behind us. But acquisitions in the YouTube MCN market are still worthwhile to explore, according to Ampere Research.