While Comcast made noise last week in announcing its best video subscriber performance in nine years, it quietly furthered an emerging trend in the pay-TV business-- that is, the practice of rolling customer acquisitions from fledgling streaming operations into one big video customer number.
Investors and analysts are concerned about the level of capital spending potentially involved with Comcast's entry into the wireless business, according to MoffettNathanson analyst Craig Moffett.
Charter Communications is the latest cable company to take a lukewarm view of the FCC's upcoming 600 MHz spectrum auction, saying it's unlikely to participate. Like some other wireline service providers, Charter had been seen as a potential dark horse to leverage the spectrum sale to elbow its way into the mobile market.
Windstream has named Sugar Land, Texas, as the third market for its Kinetic IPTV service. The provider will offer its service to over 30,000 homes beginning in the second quarter, laying a new challenge to incumbent video provider Comcast.
With Comcast reporting its best quarterly video subscriber metrics in nearly a decade Wednesday, one word that came up a lot during the company's earnings call was "segmenting."
AT&T remains locked in a battle with Tennessee lawmakers over a proposed bill that could enable municipal broadband providers like Chattanooga-based EPB, which gained attention for its 10 Gbps FTTH services, to expand their gigabit fiber-based broadband services into other parts of the state where services are lacking.
Level 3 Communications sees cable operators as a growing threat in the business space it serves-- as well as a potential ally for special access-- but said their geographic nature and lack of experience means they will have a tough time competing with ILECs for large business customers.
Comcast confirmed that it plans to participate in forward portion of the FCC's upcoming incentive auction of TV broadcasters' 600 MHz spectrum. But don't expect the cable company to walk away with a haul of new spectrum licenses.
AT&T is expanding its 1 Gbps FTTH presence in parts of four markets, a likely response to Comcast's move to expand its gigabit broadband footprint via DOCSIS 3.1 technology.
Culminating a big rebound year for cable video services, Comcast added 89,000 pay-TV customers in the fourth quarter, its best quarterly performance in the category in nine years.