Cable

A New Carriage Charter

When Charter and Disney struck a carriage deal in September after a 10-day blackout, many focused on Disney’s eight dropped channels (including Freeform and Disney Jr.) and the novelty of higher-tier Charter video subscribers getting free access to Disney+ and/or ESPN+. But eagle-eyed observers who read the press release recall a buried bullet that stated: …

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Give Peace a Chance?

The fact that the sudden deal this week between Charter and Disney came as a surprise even as “Monday Night Football” loomed tells us everything we need to know about the inhospitable state of the media industry right now. Like the 13 days that Kennedy and Khrushchev faced off over Cuba in 1962, the 10 …

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Cable Industry Hints at Competitive Strategy to Counter Fiber  

Cable executives at the SCTE Cable-Tec Expo provided a glimpse into how the industry plans to compete with multi-gigabit speeds even as it works to counter fiber’s high speeds with speed increases of its own. Impact: At the conference, executives from Comcast, Charter, and Cox emphasized how much customer expectations for their broadband service have …

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Cable Broadband Feels the Heat in Q2  

Cable operators struggled through a tough quarter of broadband subscriber growth in Q2, with Comcast reporting flat growth (negative on the residential side), Charter sliding into the negative, and Altice reporting its fourth consecutive quarter of losses. All three cable operators attributed some of their struggles to the same issues: low move activity combined with …

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Big Cable Continues to Downplay Potential Threat from FWA

The CEOs from Charter and Comcast had similar responses when asked during recent investor conference appearances about the potential threat to cable broadband from the explosion of fiber and 5G fixed wireless offerings in the Internet space.  Impact: Not only did Comcast CEO Brian Roberts downplay any potential broadband threat his company might be facing …

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