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Research Type - Insights Category - Enterprise Networks & Communication Category - Service Provider Broadband & Video Analyst - Erik BrannonBy Attribute
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Altice purchases Cablevision, advancing its US agendaSeptember 18, 2015European based telecom operator, Altice, is acquiring the nation’s fifth largest cable operator, Cablevision. The deal is worth $17.7 billion including debt, a signal that U.S. pay TV consolidation continues to be a hot topic. Four months after entering the U.S. cable market by acquiring Suddenlink for $9.1 billion, Altice is attempting to form the nation’s fourth largest cable operation, showcasing its ambition and determination to become a major player in the U.S. cable market.Subscribers Only
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Early reports indicate pain and opportunity for US pay TVAugust 03, 2015In the U.S., IPTV stumbles in Q2 2015 as cable sustains and improves on its momentum in early reporting from the top pay TV providers. The top cable companies, Comcast and Time Warner Cable, collectively lost 114,000 in the quarter, significantly improving over the nearly 296,00 lost in Q2 of 2014.Subscribers Only
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AT&T and DirecTV merge to form the largest pay TV provider in the USAJuly 30, 2015AT&T’s $48.5 billion acquisition of the largest satellite provider in the U.S., DirecTV, was officially completed on July 24. The approval – with conditions – was issued by the Federal Communications Commission (FCC). The newly formed company will be comprised of more than 26.3 million domestic video subscribers, surpassing Comcast as the largest pay TV provider in the U.S.Subscribers Only
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In weak quarter, one third of Verizon new customers sign up for skinny bundleJuly 23, 2015One third of gross video additions to Verzion's FiOS TV in Q2 2015 elected to take the company's Custom HD skinny bundle. Overall the company saw 26,000 net video adds in the quarter, markedly down from the same period of the prior year in which 100,000 net subscribers joined the service. Video subscriber growth was limited as certain broadcasters refused to carry ads for FiOS services from April 2015.Subscribers Only
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Comcast Launches Stream to Defend Position, Not Change the MarketJuly 16, 2015Comcast, the largest pay TV operator in the US, is set to offer a low cost ‘streaming cable’ pay TV service. The $15 per month service, Stream, will only be available to Comcast’s internet customers as the service uses the managed-IP part of Comcast’s cable infrastructure to deliver video and not the open internet.Subscribers Only
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Discovery stakes €1.3 billion on European Olympic rightsJuly 01, 2015Discovery Communications has agreed with the International Olympic Committee (IOC) to acquire rights for the four Olympic games from 2018-2022. Discovery, which acquired full control of Eurosport last year, is paying €1.3 billion ($1.5 billion) for exclusive rights across all platforms - including free-to-air TV, pay TV, mobile and broadband - in 50 countries.Subscribers Only
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Shaw gives up on IPTVJune 29, 2015Shaw Communications, Canada’s 2nd largest pay TV operator, has abounded its IPTV service in development since 2013. As a result, Shaw took a C$55 million write down charge in its fiscal 3rd quarter results for its abandoned IPTV assets. Instead, the company will look to license Comcast’s X1 platform and leverage Comcast’s cloud technology for multiple screen experience and use of devices both in and out of the home. Shaw is working closely with Comcast and will being a technical trial of the X1 cloud platform.Subscribers Only
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Sony brings A la carte to PlayStation VueJune 29, 2015Sony’s three month old online pay TV service, PlayStation Vue, will begin offering a limited a la carte offering in July. Three individual channels will become available for subscription on a monthly basis, with out the need of a TV bundle from PlayStation Vue: • Showtime priced at $10.99 per month ; • Fox Soccer Channel for $14.99 per month; • Machinima (an online gaming and video entertainment channel) for $3.99 per month.Subscribers Only
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Charter gets more Time (Warner Cable), its future looking brighterMay 26, 2015Charter Communications reaffirmed its commitment to cable consolidation by announcing its intention to merge with Time Warner Cable (TWC) and acquire Bright House Communications. After two years since first pursuing TWC, Charter Communications is slated to acquire the nation’s second largest cable operator for $78.7 billion (including debt).Subscribers Only
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Altice moves west, buying controlling stake in SuddenlinkMay 22, 2015European based major telecom operator, Altice, is entering the US pay TV market in a big way, by acquiring the nation’s 7th largest cable operator, Suddenlink for $9.1 billion. Altice hints at further acquisitions in the U.S., a move that which would lead to further consolidation in the cable market.Subscribers Only
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Hulu partners with AT&T to ramp its multiscreen serviceMay 22, 2015Hulu has partnered with AT&T to bring its subscription service to AT&T customers. The deal builds upon AT&T’s existing agreement with Hulu for its free content and allows AT&T to resell Hulu Plus subscriptions to its customers through the AT&T website and AT&T-branded mobile apps.Subscribers Only
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Verizon buys AOL to boost mobile TV playMay 15, 2015US telecommunications giant Verizon is to acquire AOL for $4.4 billion, in a deal to enhance Verizon’s upcoming mobile first over-the-top (OTT) video service, amongst other things. The key component to Verizon’s OTT service will be AOL’s advertising platform, furthering the company’s pursuit of digital content and advertising along with a means to incorporate TV and online video advertising.Subscribers Only
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Cablevision further embraces cord-cutters with Hulu pactMay 05, 2015Cablevision continues to target 'cord-cutters' head on, announcing it struck a deal with Hulu to distribute the OTT SVoD service to its customers. The deal is a further sign that the cable operator is aggressively pursuing non-pay TV households. Cablevision is in the forefront of acknowledging that cord-cutters and cord-nevers are an ever-growing challenge.Subscribers Only
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Dish adds Hispanic packages to SlingTVMay 05, 2015Dish continues to add programming options for its pay TV OTT service, Sling TV, making Spanish-language programming available as add-on packages. Dish introduced Deportes Extra and Peliculas & Novelas Extra available for $5 /mo each as add-ons to its Best of Live TV core package.Subscribers Only
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Turner sells exclusive SVoD rights to Hulu PlusMay 01, 2015Hulu has gained exclusive subscription video-on-demand (SVoD) rights to Turner Broadcasting content. Under the multi-year agreement, content from Cartoon Network, Adult Swim, TNT and TBS will arrive exclusively on Hulu starting 1 May.Subscribers Only
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The mega merger that never was: Comcast gives up on Time Warner CableApril 24, 2015Comcast announced the termination of its $45.2 billion merger with Time Warner Cable, 14 months after announcing the deal. As a result, ancillary transactions with Charter Communications will also be dropped. The news comes after the US Department of Justice (DoJ) and Federal Communications Commissions (FCC) expressed opposition to the merger.Subscribers Only
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U-Verse and FiOS report lowest-ever combined Q1 gainsApril 22, 2015US IPTV operators Verizon and AT&T gained 140,000 video subscribers in the first three months of the year - their lowest Q1 gain since they began their aggressive rollout. Similar to Q4 2014, the sharp decrease in U-verse video gains is dragging down IPTV's overall results.Subscribers Only
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Verizon sets the trend once again with customisable TV packageApril 20, 2015Verizon has launched a new custom TV package, offering customers to add optional channel theme packs to a slimmed-down base package. Branded as FiOS TV Custom HD, the package launched on 19 April. The latest offer resembles what Canadian pay TV operators have been doing for years with theme pack add-ons and is also similar to the strategy of Dish Networks' Sling TV.Subscribers Only
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The future for Charter looks bright as it hunts for acquisitionsApril 06, 2015Charter Communications announced it will acquire Bright House Networks for $10.4 billion, forming the second largest cable operator in the US if the deal is approved. The deal will add two million video customers to Charter, most coming from Florida, but include operations in Alabama, Indiana, Michigan and California. Charter will look to have around 10.1 million video subscribers, including subscribers from Bright House and transactions from TWC and Comcast.Subscribers Only
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Dish adds HBO to Sling TV serviceMarch 26, 2015Dish TV is adding HBO to its over-the-top Sling TV service. The premium pay TV content provider will be available for $15 a month as an add-on package. The deal comes as part of a larger carriage deal between Turner Networks covering satellite and OTT.Subscribers Only
