Jeff Baumgartner

TiVo has not yet expressed a position on the proposed Comcast-Time Warner Cable merger, but the company gave Comcast high marks for its support for the CableCARD.

Among operators, “Comcast has been particularly cooperative in making CableCARD work for TiVo,” TiVo noted in an ex parte describing a meeting on May 8 between Tom Rogers, TiVo’s CEO and president, and Matthew Zinn, TiVo’s SVP, general counsel secretary and chief privacy officer, and Federal Communications Commission chairman Tom Wheeler, Chairman Wheeler’s special counsel for external affairs Gigi Sohn, and Maria Kirby, the chairman’s legal advisor.

The purpose of the meeting was to urge the Commission to grant TiVo’s July 2013 petition that seeks to reinstate the CableCARD rules that, TiVo claims, were “inadvertently vacated” by a DC court decision in which EchoStar won its challenge to FCC rules on the ability to record TV programming. During that same meeting, Rogers “noted that TiVo has not yet stated a position on the proposed Comcast-Time Warner merger,” according to the ex parte.

The nation’s top nine incumbent cable operators have deployed more than 47 million operator-supplied set-tops with CableCARDs, the National Cable & Telecommunications Association told the Federal Communications Commission in a report filed on May 9.

That’s up from about 45 million when the NCTA filed its FCC report in late January. The number of CableCARDs deployed in leased devices continues to dwarf the number of modules used in devices with CableCARD slots sold at retail, including TiVo DVRs and a limited number of HDTV models.

In its latest report, the NCTA said the nine largest US MSOs have deployed over 616,000 CableCARDs for use in retail devices, just 10,000 more than the 606,000 reported in January.

The proposed bill or CableCARD provision in the Satellite Television Extension and Localism Act (STELA) action would clear cable operators to deploy devices with integrated security, though the cable industry has pledged to continue supporting retail CableCARD devices.

Using a mix of quasi-public hotspots deployed in outdoor locations, businesses and on customer-side DOCSIS gateways, Comcast said its Wi-Fi network will span 8 million hotspots by the end of 2014.

Comcast, which announced it had surpassed the 1 million mark in early April, said it will be boosting that number throughout the year by deploying hotspots in several markets, including Atlanta, Baltimore, Boston, Chicago, Denver, Detroit, Hartford, Houston, Indianapolis, Miami, Minneapolis, Nashville, Philadelphia, Pittsburgh, Portland, Sacramento, Salt Lake City, San Francisco, Seattle, and Washington DC.

Usage is also on the rise. Comcast said nearly 200 million out-of-home sessions have been initiated on its Wi-Fi network so far in 2014, a 700% increase versus the same period in 2013.

In a wide-ranging discussion at The Cable Show, a handful of the cable’s top tech and engineering executives said technologies such as DOCSIS 3.1 position them well to offer Gigabit-level broadband services as they increasingly find themselves matched up with competitors such as Google Fiber and AT&T and the potential expansion of the telecommunication’s fiber-based “U-verse with GigaPower” platform.

Time Warner Cable, which is pairing off with Google Fiber in Kansas City, is wary of that competition, but has found that the new entrant has had limited success and that some customers are coming back because they like TWC’s video service better.

Google Fiber “is certainly a worthy competitor, if they’re going to overbuild us,” but that they offer “nothing dramatically different” than what TWC can bring to bear, Mike LaJoie, TWC’s executive vice president and chief technology and network operations officer, said. “Their product works. Our product works just as well.”

Cable’s incremental economics are generally better than someone who is entering the market in a greenfield situation and looking to cherry pick, Tony Werner, Comcast’s EVP and CTO, said, noting that Comcast has raised its speeds 13 times in the last 12 years and has begun to make 100 Mbps (downstream) its main flagship product in the Northeast and will look to continue that trend.

If cable operators are eager to keep the budding cord-cutting trend in check, they’d be well served to offer an integrated, aggregated one-stop-shop that combines traditional TV services with fare delivered over-the-top, according to a new study from Amdocs.

About 76% of purported cord-cutters or consumers who had reduced the size of their video subscription -- sometimes referred to as “cord-shaving” -- said they would reconsider if they were offered a service that aggregates all video content, according to a survey of 750 consumers in North America commissioned by the customer care and billing specialist. Roughly 66% of all respondents said they would prefer this TV/OTT mix, while 40% said they would pay more for that kind of combination, Amdocs found.

Although cable operators have fared poorly in recent consumer studies, Amdocs said its survey found that multiple service operators (MSOs) outperformed OTT players in terms of customer service (92%), content (89%), and video quality (83%).

Cable’s history with mobile services is full of stops, starts and outright disasters.

Now, many of the nation’s top cable operators have hitched their wagons to Wi-Fi, deploying hundreds of thousands of hotspots out on the HFC network coupled with roaming agreements, and an increasing use of in-home gateways as neighborhood hotspots.

Although Wi-Fi has traditionally been a fixed wireless technology, we’re already seeing evidence of next-gen Wi-Fi networks that can enable seamless handoffs between those hotspots, with Time Warner Cable taking the lead with its announced widespread deployment of Hotspot 2.0 technology.

As evidenced by Comcast’s TWC merger filing, Comcast has also been considering a so-called “Wi-Fi First” approach that would favor Wi-Fi over other connectivity options, namely cellular. But despite that important multiple service operator roaming partnership that remains limited to four card-carrying members (albeit large ones), Wi-Fi isn’t everywhere (yet), and there's still some doubt that it can offer mobility that is on par with cellular networks, so any notion of ubiquitous coverage still requires access to the cellular network. Cable doesn’t have one that it can call its own.

Timed with the Senate hearing on the proposed Comcast-Time Warner Cable deal, Comcast announced that it has boosted broadband speeds for two tiers in its Northeast division, and had deployed more than 1 million WiFi hotspots.

On the wireline side in the Northeast, a division made up of systems stretching across 14 states from Maine to Virginia that serve approximately one-third of Comcast's subscriber base, the cable operator bumped the max downstream capabilities of its “Xfinity Internet Blast” tier from 50 Mbps to 105 Mbps, and its “Xfinity Extreme” tier from 105 Mbps to 150 Mbps, without raising the price of those offerings.

On the WiFi side, Comcast said it has deployed more than 1 million hotspots, a number that factors in quasi-public hotspots (deployed in outdoor and in business locations) available to other MSOs that are part of the “CableWiFi” roaming consortium (Cox Communications, Bright House Networks, Cablevision Systems and Time Warner Cable) and home-side “neighborhood” wireless DOCSIS gateways that emit a separate “XfinityWiFi” signal that is accessible to Comcast cable modem subs.

Comcast said it marks the 13th time in the past years that the multiple services operator (MSO) had increased its broadband speeds. Comcast did not announce when it would expand those speed increases to other areas, but a spokesman said the plan is to do so on a market-to-market basis.

The saturated US pay TV industry achieved an unfortunate first when the top 13 multichannel video programming distributors, representing about 94% of the market, lost a collective 105,000 subscribers in 2013, Leichtman Research Group revealed in report.

While that’s not good news for the pay-TV industry as a whole, it’s not seriously damaging, either.

“2013 was the first year for multi-channel video industry losses, but the modest losses represent only about 0.1% of all subscribers,” said Bruce Leichtman, president and principal analyst for LRG, in a statement. “While the overall market remains fairly flat, further share-shifting has taken place. Cable providers now have a 52% share of the top multi-channel video subscribers in the US, compared to a 58% share three years ago.”

TiVo has surpassed 2.5 million subscribers in Europe, thanks in large part to rollouts by Virgin Media in the UK, Com Hem in Sweden, and Ono in Spain.

Broken down further, TiVo said its now covers nearly half of all subscribers at Virgin Media, which is now part of Liberty Global, and a third of ONO subscribers. While that number provides another indicator that TiVo’s seeing solid momentum across the pond with tier one multiple service operators (MSOs), it also spotlights the challenges it continues to face in the US, where it’s primarily working with tier 2/3 cable operators.

TiVo ended its fiscal fourth quarter with 4.2 million total subscribers after adding a record 313,000 subs via pay-TV partnerships during the period. TiVo’s last reported grand total comprised 966,000 TiVo-owned subs and 3.2 million coming from partners. Given the subscriber numbers, that means fewer than 700,000 TiVo subs are coming way of partnerships with US-based cable operators such as Suddenlink Communications, Mediacom Communications, and Atlantic Broadband, among others. TiVo also sells service in Canada, Australia, Mexico, New Zealand, and Taiwan.

Cable operators are well positioned to produce a new revenue stream through partnerships that support the rollout of small cell networks designed to beef up the capacity of mobile networks in concentrated, high-traffic areas, a recent Amdocs/Real Wireless survey shows.

According to a survey of the survey of 40 national and large cable operators and mobile network operators (MNOs) in North America, Europe, and the Asia Pacific, about 70% of the MNOs are prepared to use small cell networks rolled out by or owned by a third party, such as a cable operator. Of the mobile network operators surveyed, about 70% expect to have “significant” small cell deployments underway by 2018, though many predict a slow rollout due to several technical and operational challenges. MNOs surveyed identified several challenges that could hinder the speed of small cell rollouts, including project management (65%), negotiation with partners (45%), and “various technical aspects” (40%).

The survey also showed that 85% respondents viewed automation as critical or important for small cell deployment, and 80% said their existing processes and tools are inadequate. Multiple service operators, Amdocs and Real Wireless said, are “well placed” to overcome several challenges faced by MNOs as they pursue small cell strategies, citing cable’s expertise in the installation and maintenance of dense networks in the field. About 40% of the MSOs surveyed have plans to support small cell deployments.