FCC Chairman Tom Wheeler may drop attempts at Title II reclassification, but in exchange will approve the Comcast / Time Warner Cable and AT&T / DirecTV mergers only with conditions that will bar them from engaging in paid prioritization. It's a win for MVPDs, but will they accept it?
Programmers are holding up Comcast's acquisition of Time Warner Cable and AT&T's merger with...
“Why won't you give cable subscribers the same rights you're evidently giving broadband...
Speculators on Wall Street, eager for deals to move the market and frustrated by the collapse of talks between Sprint and T-Mobile, have been toying with the names of other companies who might step in and buy T-Mobile. Who's in a position to do it, though?
There are a lot of people insisting that 4K is the next big thing. 4K is demonstrably one of the technologies coming up next, and it is inevitable that 4K will eventually be big, but “next” and “big” both at the same time? You might want to adjust your expectations for the longer term.
The startup has developed a box it that will simultaneously split a TV or tablet screen into four functional windows. 4seTV will be going the retail route for its box, but it has an interesting proposition for cable companies: something for nothing.
The U.S. House of Representatives has reauthorized STELA. The cable industry had hoped to tack on provisions to reform retransmission consent rules, but the House declined. But the House did include language to end separable security requirements. In other words, the House has agreed to let the loathed CableCard die.
Another thing the average viewer doesn’t get is that Aereo and its approach was a hedge against rising cable costs. Retrans fees are going to keep going up. Cable fees are going to keep going up. That’s a win for broadcasters, but for no one else. It’s a clear loss for viewers, larger than most realize.
Google’s biggest success was getting customers to redline themselves, while inducing cities that want Google Fiber to compete with each other to see who will go farthest to weaken and/or jettison regulations that involve providing services, and building and operating infrastructure.
MSOs are getting crushed by their over the top rivals when it comes to TV Everywhere – an area where the only thing they have to do to become more competitive is to let their customers know that they are, in fact, competing. The Diffusion Group’s advice to MSOs: “Market the damn things.”
John Oliver’s rant about network neutrality early this week was impassioned, entertaining, and, in the end, completely wrong about what network neutrality is and how it works. But that may well end up being irrelevant for a couple of reasons.
AT&T is on the verge of buying DirecTV, according to reports. The deal could be worth $50 billion, but no one thinks this is about synergy, or subscribers, or scale. Most think it's about AT&T's dividend. Whoo. Hoo. AT&T can buy DirecTV, but it won’t be able to buy an exclamation point.
The Tablo is a nifty little item that lets you play over-the-air signals on your tablet. You can watch live, or record in advance and watch later. You can choose to record specific episodes, new episodes of a series, or an entire series. You can take your device anywhere, connect to the Internet, and you have access to your Tablo, including everything you’ve got stored on your disk drive.
Ultra high definition TV. Workflow management. End-to-end multi-screen (or “over the top”) delivery. For anyone even remotely involved in content preparation and distribution, those were the three big themes at the NAB Show that concludes today. And there’s a glut of vendors aiming to provide each of those technologies.
The fact that OTA broadcast stations are also carried on cable systems is thoroughly and absolutely irrelevant to Aereo – Cablevision is absolutely irrelevant to Aereo, and even if five Supreme Court Justices disagree I still won’t buy the argument.
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.
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