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Comcast outbids Disney for Fox, as court clears way for AT&T takeover of Time WarnerJune 14, 2018Comcast has made an offer for the entertainment assets of 21st Century Fox, outbidding the Walt Disney Company by around 19%. The offer, which would bring the NBC Universal and Fox movie and TV studios, cable networks and other operations including Sky under the same roof, was delivered by Comcast in a letter to the Fox board of directors yesterday. Comcast’s offer is for $35 per share in cash, with a value of $65 billion. In December, Fox shareholders agreed to sell the assets to Walt Disney for $52.4 billion in an all-stock transaction. Comcast is also making an offer to buy Sky, and said it would continue to pursue the acquisition in parallel with the Fox deal. The UK government approved both this offer and the Fox proposal to buy full control of Sky earlier this month. On Tuesday this week, a US federal court judge cleared the way for AT&T to acquire Time Warner, dismissing the government’s view that the takeover would be anti-competitive. The offer, worth $106 billion, was first made in December 2016. Barring a further move to block the deal by the US government, AT&T said it would aim to complete the deal by 20 June.Subscribers Only
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Third time lucky? Sprint and T-Mobile strike merger dealApril 30, 2018Sprint (Softbank) and T-Mobile (Deutsche Telekom) have announced a new plan to merge the two US businesses in an all stock merger that will leave Deutsche Telekom with a 42% stake to Softbank’s 27%. The combined company will maintain the T-Mobile brand and serve a base of 127 million subscribers, approaching the country’s top two mobile operators, Verizon and AT&T.
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Comcast makes its offer for Sky officialApril 25, 2018Comcast has made a formal offer for Sky, valuing the UK-based satellite operator at £22 billion ($30.7 billion). Today's official offer of £12.50 represents a premium of more than 16% over 21st Century Fox’s offer for the 61% of Sky it does not own. Sky's independent board of directors has this morning withdrawn its recommendation of the Fox bid, making a battle for ownership of Sky between Comcast, Fox and possibly Walt Disney Co, seemingly inevitable.
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Mobile Video Opportunities for OperatorsApril 23, 2018This report analyses mobile operator video strategies and opportunities, analysing the performance and strategies of the 25 leading operators globally. It also includes regional case studies and consumer survey analysis.Subscribers Only
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Video as a core service for operatorsApril 23, 2018This report analyses how telecoms operators are positioning video as a core service to maintain their market position and drivie future growth. Covering the 50 leading global operators this report provides case studies and best practices for video success.Subscribers Only
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Disney launches ESPN’s long awaited direct to consumer offerApril 17, 2018Disney has launched online subscription service ESPN+, which will feature 10,000 live MLB, NHL and other live events. The service, which launched on 12 April, is meant to supplement existing linear pay TV channel strategies, and will feature content which is not available on the company's existing linear channels. It is built on technology provided by BAMTech, which Disney took a majority stake in last year, specifically to enhance the company's streaming initiatives.
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Comcast intends to outbid 21st Century Fox for ownership of SkyFebruary 27, 2018US cable giant Comcast has unveiled a possible takeover offer for Sky, aiming to outbid 21st Century Fox. Comcast today made an all-cash offer of £12.50 per share in cash for the UK-based satellite operator, which represents a 16% increase on 21st Century Fox’s offer, implying a valuation of £22.1 billion ($28.5 billion). Fox, which already owns a 39% stake in Sky, offered £18.5 billion ($23.8 billion) to acquire the shares in the operator that it does not own.
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Net neutrality in the United States: Why it matters to operators (infographic)December 14, 2017With the repeal of net neutrality regulations passing at the FCC, this infographic shows why net neutrality matters so much to network operators in the United States.Subscribers Only
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Net neutrality in the United States: a once and future historyDecember 11, 2017As the FCC looks set to remove net neutrality protections at their next meeting on December 14th, net neutrality proponents claim this to be a death knell for an open and innovative internet ecosystem, while counter arguments claim this will spur infrastructure investment. This in depth report examines the history of net neutrality and looks at the relevant data on the competitive situation that will likely define the outlook for those affected.Subscribers Only
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FCC Chairman proposes elimination of net neutrality provisionsNovember 23, 2017After removing media cross ownership rules earlier in the week, the FCC chair Ajit Pai has released the agenda for the FCC’s next meeting on 14th December and included a proposal to “Restore Internet Freedom” that would see net neutrality regulations rolled back if it is passed by the commissioners.
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Altice USA reaches MVNO agreement with SprintNovember 06, 2017A day after the announcement that merger talks between Sprint and T-Mobile US have ended, Altice USA has announced an MVNO agreement with Sprint. The US cable operator will use Sprint’s network to provide mobile voice and data services. In return, Altice has allowed Sprint to access its cable network infrastructure. This will aid Sprint’s network densification process, helping the mobile operator deploy small cells throughout the US.
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5G Strategies & Opportunities Report - 2017October 04, 2017The path to full 5G adoption is complicated and still evolving. While preliminary 5G standard specifications are expected in 2018, standards development and deployment is expected to reach into 2022 and beyond. Operators, device makers, infrastucture vendors, component and media companies must act now to develop their 5G strategies.Subscribers Only
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European telcos dial up investments in contentAugust 01, 2017European telephone companies are facing the need to find the right strategy to survive in a rapidly-converging world with fixed line revenues declining, threats from OTT services eating into their core voice business, and ARPUs hit by the commoditisation of broadband and TV distribution. Many European telcos have responded to the digitisation of TV by carrying video services over their networks. Others, like BT and Altice, have made a massive play in pay TV sports, while Orange and Telefonica are planning ambitious investments in original TV series.Subscribers Only
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Altice adopts unified brand ahead of further expansionMay 25, 2017Altice will rebrand its portfolio of businesses under its own name, as part of a new unified global branding strategy. This will help Altice to reposition itself in the French market, while uniting its US operations before pursuing further M&A opportunities in the country, potentially including an entry into the mobile and content markets after further expansion in the cable market.Subscribers Only
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US: Sprint joins crowded music market with 33% stake in TidalJanuary 24, 2017Softbank-owned US mobile operator Sprint has acquired a 33% in on-demand music service Tidal. Financial details have not been disclosed.Subscribers Only
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Mediacom launches 1Gbps broadband service across IowaJanuary 19, 2017Mediacom has launched a 1Gbps broadband service using DOCSIS 3.1 across its entire Iowa footprint.Subscribers Only
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Consolidated Communications acquires Fairpoint for $1.5 billionDecember 06, 2016Consolidated Communications has announced that it is to acquire Fairpoint Communications in an all-stock merger valued at $1.5 billion including net debt of $887 million.Subscribers Only
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Deutsche Telekom third quarter boosted by continued US growthNovember 10, 2016Deutsche Telekom’s third quarter revenue rose 5.9% year-on-year (y/y) to €18.1 billion ($20.0 billion), as a 13% jump in US subscriptions boosted a stagnant performance in Europe.Subscribers Only
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Windstream to merge with EarthLink in $1.1billion dealNovember 08, 2016Windstream and EarthLink have struck an agreement to merge in an all-stock transaction that values EarthLink at $1.1 billion including debt. EarthLink shareholders will receive 0.818 Windstream shares per share, a 13% premium. With Windstream issuing stock valued at $673 million, EarthLink shareholders will take a 49% stake in the merged business.Subscribers Only
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Softbank Q3 held back by currency fluctuations as group diversifiesNovember 07, 2016Currency fluctuations limited the impact of Sprint’s first revenue growth for two, but helped mitigate the continuing losses at the underperforming unit while domestic revenues grew 0.9% y/y. Softbank Group’s future sees increasing diversification as strategic investments are made.Subscribers Only
