Articles of Interest
05.11.2012
The Internet Just Can't Kill Pay TV - businessinsider.com - Internet subscriber additions to pay TV services (like cable, satellite, or telecos) were up again last quarter. (Click to read article and view chart)
04.04.2012
Comcast Sizes Up All-IP Set-Top - http://www.lightreading.com - Industry sources say the model, referred to as the X3, is an IP-based, HD client device that's capable of running Comcast's new cloud-based navigation system and handling future services, including a network DVR. The box appears to be the latest device tagged for Xcalibur, Comcast's next-gen video platform. (click to read the article)
Cable Surpasses Telcos in the Broadband Subscriber race - firecetelecom.com - In the U.S. broadband race, cable operators have the upper hand over traditional telcos, according to Leichtman Research Group's latest report. As the two largest U.S. telcos, namely AT&T and Verizon begin to wind down their respective U-verse and FiOS rollouts, cable operators have been happily attacking markets with their DOCSIS 3.0-based services with speeds ranging from 20-100 Mbps and triple play bundles. (click to read article)
03.19.2012
Cable Continues to Dominate DSL - broadbandreports.com - Cable providers continue to gobble up the lion's share of the U.S. broadband market, according to the latest analysis of subscriber additions by the Leichtman Group. With many telcos unable or unwilling to engage in significant last mile upgrades, cable operators took home 75% of new subscribers in 2011 -- thanks largely to the triple play and faster DOCSIS 3.0 speeds. The eighteen largest cable and telephone providers in the US -- representing about 93% of the market -- acquired 3 million total new broadband subscribers in 2011. (read more)
03.01.2012
Where Did the Cord-Cutters Go? - allthingsd.com - The problem with the cord-cutting narrative is that, while the story sounds sexy, there haven’t been numbers to back it up. Consumers might say that they’re ditching cable, en masse, in favor of Netflix, YouTube and Apple TV. But the pay-TV industry’s results haven’t supported that. (click to read article and Bernstein analysis table)
02.16.2012
Comcast’s Net Income Increases, Lifted by Internet Subscriptions - nytimes.com - A decline in the number of customers canceling their cable service coupled with additional high-speed Internet subscriptions contributed to a 26.4 percent increase in quarterly net income at Comcast, the nation’s largest cable provider. (click to read article)
02.15.2012
OTT TV Numbers Rising - Media Daily News - A new report suggests that TV watching via broadband is on the rise, while devices facilitating over-the-top viewing are gaining more traction. Parks Associates found that 31% of homes with broadband regularly watch TV online. (click to read article)
