Arris' planned buy of Pace faced more opposition than anticipated but still is expected to get regulatory approval without major conditions, said industry watchers and Arris' CEO. That it faces any regulatory pushback is somewhat surprising given the numerous other set-top box market players, said ABI Research analyst Sam Rosen. He pointed to Cisco, Samsung, increasing participation by LG in the area and "a whole host of vendors" in Europe that could decide to enter the U.S. market.
Arris' planned buy of Pace faced more opposition than anticipated but still is expected to get regulatory approval without major conditions, said industry watchers and Arris' CEO. That it faces any regulatory pushback is somewhat surprising given the numerous other set-top box market players, said ABI Research analyst Sam Rosen. He pointed to Cisco, Samsung, increasing participation by LG in the area and "a whole host of vendors" in Europe that could decide to enter the U.S. market.
Iridium now expects the first launches of its Next satellite constellation in April, with the constellation to be fully operational by end of 2017, CEO Matt Desch said Thursday, announcing Q3 results. The company previously said it expected the first Next launch to come in December (see 1510230011). The new launch timeframe is due to "an updated delivery schedule" from Thales Alenia Space, Desch said.
Charter Communications still hopes to close on its acquisitions of Bright House Networks and Time Warner Cable this year, but "realistically" the deal will wrap up in Q1, CEO Tom Rutledge said Thursday as it and TWC separately announced Q3 results. Charter is making available any information the FCC and Justice Department need as they review the transaction, he said, saying the company hasn't had any discussions with the FCC about potential conditions. Charter also has received approvals needed from most states and raised "nearly all" the financing needed for the acquisition, Rutledge said.
Charter Communications still hopes to close on its acquisitions of Bright House Networks and Time Warner Cable this year, but "realistically" the deal will wrap up in Q1, CEO Tom Rutledge said Thursday as it and TWC separately announced Q3 results. Charter is making available any information the FCC and Justice Department need as they review the transaction, he said, saying the company hasn't had any discussions with the FCC about potential conditions. Charter also has received approvals needed from most states and raised "nearly all" the financing needed for the acquisition, Rutledge said.
Comcast plans to take part in the broadcast TV incentive auction through NBCUniversal and plans to activate the Verizon mobile virtual network operator "to trial some things and test some things," Comcast CEO Brian Roberts said Tuesday during the company's Q3 earnings call. "We're in a [wireless] test-and-learn mode and I think it's a natural part of the evolution of our company and participation in the mobile space beyond Wi-Fi," Comcast Cable CEO Neil Smit said in response to a question about the company's wireless strategy. Q3 revenue was up 11.2 percent year over year to $18.7 billion, due to factors including a growing high-speed Internet subscriber base and the performance of Hollywood blockbusters like Jurassic World. Roberts said deployment of X1 set-top boxes is at 40,000 per day, with 25 percent of its video subscribers now X1 customers, which is lowering churn and leading to higher revenue per subscriber. While multichannel video programming distributors saw their biggest customer losses ever in Q2, Comcast said it hasn't been a major contributor to that. It reported 69,000 video customers lost in Q2, and 48,000 for Q3. Those 48,000 make for Comcast's best third quarter in nine years, and cable "is now unmistakably taking shares from satellite and TelCo TV is fading fast," Craig Moffett of MoffettNathanson Research emailed investors Tuesday. While broadband has driven some of that, Moffett said, so too has "cable's two-way architecture and Comcast's ... user interface and VOD libraries. Cable's improvement in basic video looks sustainable." Though Comcast is buying a majority of Universal Studios Japan, large acquisitions in the U.S. are "unlikely ... under the current administration," wrote analyst Jeffrey Wlodarczak of Pivotal Research Group.
Comcast plans to take part in the broadcast TV incentive auction through NBCUniversal and plans to activate the Verizon mobile virtual network operator "to trial some things and test some things," Comcast CEO Brian Roberts said Tuesday during the company's Q3 earnings call. "We're in a [wireless] test-and-learn mode and I think it's a natural part of the evolution of our company and participation in the mobile space beyond Wi-Fi," Comcast Cable CEO Neil Smit said in response to a question about the company's wireless strategy. Q3 revenue was up 11.2 percent year over year to $18.7 billion, due to factors including a growing high-speed Internet subscriber base and the performance of Hollywood blockbusters like Jurassic World. Roberts said deployment of X1 set-top boxes is at 40,000 per day, with 25 percent of its video subscribers now X1 customers, which is lowering churn and leading to higher revenue per subscriber. While multichannel video programming distributors saw their biggest customer losses ever in Q2, Comcast said it hasn't been a major contributor to that. It reported 69,000 video customers lost in Q2, and 48,000 for Q3. Those 48,000 make for Comcast's best third quarter in nine years, and cable "is now unmistakably taking shares from satellite and TelCo TV is fading fast," Craig Moffett of MoffettNathanson Research emailed investors Tuesday. While broadband has driven some of that, Moffett said, so too has "cable's two-way architecture and Comcast's ... user interface and VOD libraries. Cable's improvement in basic video looks sustainable." Though Comcast is buying a majority of Universal Studios Japan, large acquisitions in the U.S. are "unlikely ... under the current administration," wrote analyst Jeffrey Wlodarczak of Pivotal Research Group.
Comcast plans to take part in the broadcast TV incentive auction through NBCUniversal and plans to activate the Verizon mobile virtual network operator "to trial some things and test some things," Comcast CEO Brian Roberts said Tuesday during the company's Q3 earnings call. "We're in a [wireless] test-and-learn mode and I think it's a natural part of the evolution of our company and participation in the mobile space beyond Wi-Fi," Comcast Cable CEO Neil Smit said in response to a question about the company's wireless strategy. Q3 revenue was up 11.2 percent year over year to $18.7 billion, due to factors including a growing high-speed Internet subscriber base and the performance of Hollywood blockbusters like Jurassic World. Roberts said deployment of X1 set-top boxes is at 40,000 per day, with 25 percent of its video subscribers now X1 customers, which is lowering churn and leading to higher revenue per subscriber. While multichannel video programming distributors saw their biggest customer losses ever in Q2, Comcast said it hasn't been a major contributor to that. It reported 69,000 video customers lost in Q2, and 48,000 for Q3. Those 48,000 make for Comcast's best third quarter in nine years, and cable "is now unmistakably taking shares from satellite and TelCo TV is fading fast," Craig Moffett of MoffettNathanson Research emailed investors Tuesday. While broadband has driven some of that, Moffett said, so too has "cable's two-way architecture and Comcast's ... user interface and VOD libraries. Cable's improvement in basic video looks sustainable." Though Comcast is buying a majority of Universal Studios Japan, large acquisitions in the U.S. are "unlikely ... under the current administration," wrote analyst Jeffrey Wlodarczak of Pivotal Research Group.
The documents the FCC is poring over in its review of Charter Communications buying Bright House Networks and Time Warner Cable give snapshots of everything from interconnection policies to plans of a number of ISPs and cable companies. The released versions of the filings in docket 14-159 -- in response to Media Bureau document requests (see 1510130063) -- are in most cases heavily redacted. However, they illuminate some video and broadband strategic directions and policies.
The documents the FCC is poring over in its review of Charter Communications buying Bright House Networks and Time Warner Cable give snapshots of everything from interconnection policies to plans of a number of ISPs and cable companies. The released versions of the filings in docket 14-159 -- in response to Media Bureau document requests (see 1510130063) -- are in most cases heavily redacted. However, they illuminate some video and broadband strategic directions and policies.