Daniel Frankel
Cable Controlled 75% of U.S. Mobile Growth in Q1, Is Exploiting Convergence Advantage Over Wireless, Analyst Says
Cable operators controlled more than 75 percent of U.S. net additions for wireless customers in the first quarter, according to a new tally published by equity analyst Craig Moffett. Simply put, cable operators are able to bundle discounted bundles of fast, reliable wireline home broadband and mobile that are undercutting the offerings of wireless giants. “Cable’s success owes to a very clear advantage,” Moffett wrote in a Thursday morning report.
Leichtman Research Group Ends Distribution of Public Reports
Leichtman Research Group, which has published well-regarded quarterly tallies of U.S.
Cogeco Combines Canadian and U.S. Cable Operations
Montreal-based Cogeco Communications has restructured its operations, combining the “commercial, operational and technical” functions of its Canadian and Breezeline-branded U.S. telecommunications businesses into one North American unit. With the change, Breezeline president Frank van der Post will depart.
Is Comcast Experiencing a Goldilocks Moment in Broadband?
Comcast lost 34,000 broadband customers across consumer and business channels in the fourth quarter and bled 64,000 subscribers for the full 2023, results that might have tanked the cable company's stock in previous quarters. But the company’s shares are up nearly 4 percent. Sure, good news from theme parks and streaming platform Peacock have a lot to do with that.
Altice USA Sets Huge Broadband Price Cuts: 36 Percent Off on 300 Megabits per second Fiber-to-the-Home
After years of operational cuts and consumer price increases, Altice USA, under the direction of recently appointed CEO Dennis Mathew, has instituted fairly massive price decreases across its fiber-to-the-home and cable broadband product lines. According to Analyst Craig Moffett, the cable operator, which touts around 4.6 million broadband customers, is trying to undo the aftereffects of the “Altice Way,” the strategy of increasing EBITDA through cost cuts and price increases, which proliferated amid the aggressive expansion set forth by French-Israeli cable titan Patrick Drahi a decade ago
Charlie Ergen Makes ‘Inscrutable’ Moves, Shields Parts of Dish Spectrum and Pay TV Biz From Existing Creditors
After closing on his re-merger of Dish Network and EchoStar, Chairman Charlie Ergen outlined a series of strategic asset shifts that shield certain spectrum assets, as well as the cash generated by about three million Dish pay-TV subscribers, from existing creditors. The moves “further unlock incremental strategic, financial and operating flexibility for its business following completion of its merger” with Dish Network.
Comcast's Legal Battle With Key ‘10G’ Tech Vendor Gets Even More Interesting
Comcast's complex legal battle with one of the technology vendors behind its current “10G” network upgrade has heated up, with California-based chipmaker MaxLinear countersuing the cable operator. MaxLinear claims in a December 1 New York federal court filing that Comcast stole trade secrets associated with Full Duplex DOCSIS 4.0 technology.
NCTA Chief Michael Powell Kicks Off Cable’s Latest Rhetorical Assault on Net Neutrality: The FCC Is Trying to Solve a ‘Fabricated’ Problem
NCTA: The Internet & Cable Association President and CEO Michael Powell used an opening session at his industry’s annual tech trade show to launch a full-throated, very libertarian-leaning counter-offensive to the Federal Communications Commission's plan to reinstate net neutrality rules.
Trump Threatens to Investigate Comcast For 'Treason' if Reelected
Former President Donald Trump said that if he's reelected, Comcast will be "thoroughly scrutinized" for the "one-side [sic] viscous coverage" of its NBC News unit, "particular [sic] MSNBC, often and correctly referred to as MSDNC (Democrat National Committee)." Further, Trump said MSNBC should be investigated for "Country-Threatening Treason," and also threatened to pull its broadcast license.