This ends up being less than The WSJ makes it out to be… at first. After paragraphs and paragraphs of speculation, the paper reports that Apple is asking for an arrangement Comcast has no doubt already laughed off, assuming the report has all the details.
Malone is a tremendously astute executive, who knows full well that Wall Street loves a deal. Furthermore, TWC had been turning in some disappointing quarterly results, and Wall Streeters fervently despise disappointment. All that combined with the retirement of Glenn Britt, and TWC looked like a pretty good opportunity.
The FCC is encouraging experiments in moving from POTS to VoIP. As a practical matter, the FCC is talking to phone companies, but the results might have some ramifications for cable operators that got into the voice market with VoIP, as well as those cable operators who also operate POTS networks.
The likelihood that Comcast will participate in the takeover of Time Warner Cable seems to be increasing, with word leaking out that if Charter Communications were to buy TWC, Comcast would be interested in buying TWC’s New York City, North Carolina, and New England systems from Charter.
If there’s anybody who knows how to get screwed in a merger, it’s Time Warner Cable. TWC was a pawn in AOL’s acquisition of Time Warner, among the most disastrous mergers in history. Time Warner subsequently used TWC as a piggy bank it could bust open, emptying TWC of cash when it spun off the MSO.
Optical local area networking has some clear advantages. It is roughly comparable in price, and can last for 50 years or more. Fiber requires vastly less infrastructure to support, and significantly less maintenance. It is far more difficult to tap, and is impervious to EMP (electro-magnetic pulse) disruption.
Two bills were introduced to fix the video market, one from Rep. Steve Scalise, one from Rep. Anna Eshoo. You have to wonder if Scalise was even trying. Just look at that acronym: NGTMA. What are we supposed to do with that? Pronouncing it is a nightmare: N-n-ngitma? Ingateema? Nagtama?
Late Friday, those agitating for consolidation in the cable industry floated the notion of Charter Communications and Comcast bidding on Time Warner Cable together, then breaking it up into pieces, with each claiming chunks. The news was well received by Wall Street merger-and-acquisition (M&A) experts and investors, who bid up the values of the stock of any MSO rumored to be party to any such deal.
SeaChange VP of Strategic Marketing Alan Hoff explains how the new Cloud Adrenalin product is particularly appropriate for smaller companies looking to fend off over-the-top competition with a multi-screen product they can deploy quickly and economically.
There is no shortage of speculation about whether Comcast doing a deal with Netflix makes business sense – some say yes, some say no – but there are few evaluations of whether a Comcast-Netflix deal makes technological sense, which is key to why a Comcast-Netflix agreement is far more likely than not.
The margins on the low-cost, IP-based TV package might have been half what they were on Cox's comparable standard video package, but was that why the MSO pulled the plug on the service after only three months? Even after announcing FlareWatch was only an experiment?
That service providers will have to deliver TV everywhere is a foregone conclusion, but a couple of recent announcements – one from Sling and another from TiVo – provided an interesting juxtaposition of alternatives of how to accomplish the feat.
Transparent caching is essentially edge caching, ultimately on behalf of OTT providers. Several companies have solutions in which they cut deals with either the MVPDs or with the CDNs to do transparent caching. The amount of equipment that needs to be added can be minimized, and the improvement in quality of service (QoS) ultimately benefits everyone all up and down the value chain.
The cloud is being sold as the greatest innovation since the food industry started building zip-lock technology into the packages of everything from hot dogs to shredded cheese, but there have been concerns: can cloud computing scale to cover hundreds of thousands of subscribers, and aren’t you just courting trouble by automatically building in too much delay? But the world is safe for the cloud, according to ActiveVideo.
Incognito Software just released data that pretty much settles the “over-the-top: friend or foe?” debate, at least in North America. OTT is has widely come to be seen as an opportunity, and MVPDs are actively preparing for it. Part of that preparation is learning how to deliberately collect, store, and analyze IPDR data.
The merger & acquisition boys are bored and frustrated, and that can spell trouble. The way these guys work is that stuff has to happen and it doesn’t much matter what it is. So now the rumor mill is churning that Charter Communications, prompted by new investor Liberty Media, might buy Time Warner Cable. Or Cablevision. Or both!
We're in Washington D.C., for the 2013 NCTA Cable Show. Eight of 10 buildings surrounding the convention center are being constructed, reconstructed, or deconstructed -- even the Washington monument is wreathed in scaffolding. There's a metaphor in there somewhere...
More than two decades after the Cable Act of 1992, and almost that long since the Telecommunications Act of 1996, it appears that the sentiment that it’s time for wide-ranging, substantive telecom reform is beginning to coalesce among legislators.
Cablevision’s antitrust suit against Viacom is long overdue, but it might also be too late. Trends are leading the industry is heading toward an a la carte model, which promises to undermine programmers’ ability to bundle. The question is: how long will the suit drag out?
Ray Milius and his team are responsible for engineering matters at Starz. Starz is not among the largest programmers, but it frequently is among the first programmers to adopt new technologies. Recently, Ray and his team got Starz into TV Everywhere with its Encore and MoviePlex On Demand And Play services.
Chicago intends to do what no American city even remotely its size has ever pulled off – get a municipal broadband network built. There isn’t a city in the country that doesn’t want better broadband infrastructure. Several cities, tiring of waiting for the market to create those networks, have attempted to build their own.
Dean Kamen tried and failed to change the world with the Segway personal transport. Now he’s taking another shot at it, this time with a 200-year-old technological curiosity, and with the unlikely encouragement of one of the cable industry’s technology leaders.
The U.S. cable industry appears to have decided what its wireless strategy is: It is going to create a vast public Wi-Fi network that requisitions bandwidth from all the home routers it has installed and allocate it to public access. Broadcom is ready with software to enable the approach.
Just when the FCC was ready to consider lifting the ban on encryption for cable’s basic tier, along came Boxee throwing a wrench into the works.