Tag: charter

Six Weeks Into Broadcast Season, ‘Stacking Rights’ Taking Effect

Ever go to a network website in hopes of watching the pilot of one of their new shows? And when you get there you notice that the first episode is gone, yet they have the five most recent episodes, otherwise called the ‘rolling five.”

Well that’s about to change.  Back in May, the broadcasters, especially ABC and NBC negotiated ‘stacking rights’ with the studios that make the shows. Now, all episodes from most of the new series from the current 2016-17 season along with several returning shows, will be made available, or ‘stacked’ on their website and apps.  The one catch is that you must be an authenticated viewer, which means you still have to subscribe to a Pay TV service provider (e.g. AT&T DirecTV, Comcast, Charter, Verizon FiOS).

Continue reading “Six Weeks Into Broadcast Season, ‘Stacking Rights’ Taking Effect”

Earnings Calendar for Top Entertainment/Tech/Telecom Companies

Starting next week, through the second week of November will be the quarterly earnings conference calls for the major entertainment, tech and telecom companies.  The chart below has the complete schedule.  As usual, Netflix will kick things off first, with their Monday 5PM ET call.

Showbiz Brief will have a write up after each call.

Company DOW Date  Time
Netflix Mon Oct 17 5:00pm ET
Verizon Thu Oct 20 8:30am ET
AT&T Tue Oct 25 4:30pm ET
Apple Tue Oct 25 5:00pm ET
Comcast Wed Oct 26 8:30am ET
Amazon Thu Oct 27 5:30pm ET
Alphabet Thu Oct 27 4:30pm ET
Twitter Thu Oct 27 5:00pm ET
Regal Entertainment Thu Oct 27 4:30pm ET
Discovery Tue Nov 01 8:30am ET
Sony Corp Tue Nov 01 4:15am ET
Frontier Communications Tue Nov 01 4:30pm ET
Time Warner Wed Nov 02 8:30am ET
21st Century Fox Wed Nov 02 4:00pm ET
Facebook Wed Nov 02 5:00pm ET
Charter Thu Nov 03 10:00am ET
CBS Thu Nov 03 4:30pm ET
Lionsgate Thu Nov 03 5:00pm ET
AMC Networks Thu Nov 03 11:00am ET
Scripps Networks Mon Nov 07 11:00am ET
Viacom Wed Nov 09 8:30am ET
Disney Thu Nov 10 5:00pm ET
Altice Thu Nov 10 TBD
AMC Entertainment TBD
Cinemark TBD
Dish Network Corp TBD

Q2 2016 – Charter Earnings Call Summary

Charter

Below are my key takeaways from the Charter Q2 2016 Earnings Call on Aug 9:

Summary:

CEO Tom Rutledge’s opening statement: “On May 18th we closed our transaction with Time Warner Cable and Bright House Networks creating a new company with a bigger and a significantly more concentrated footprint giving us the local and national scale to innovate and grow faster.  Our high capacity network now reaches nearly 49MM homes and business and we have over 25MM residential and business customers in attractive markets.”

Bought Time Warner Cable and Bright House Networks for approximately $67,000MM. The new company will have over 25MM customers in 41 states and be marketed under the Charter Spectrum brand name.  They will be the second-largest U.S. broadband provider and third-largest video provider.

Total Q2 revenue for the new company was $9,988MM, a 6.6% YoY increase.  Here’s a breakdown by segment:

Continue reading “Q2 2016 – Charter Earnings Call Summary”

US Consumers are Shifting Towards Smartphones and Away from Home Broadband

According to the Pew Research Center, US broadband at home has dropped from 70% penetration in 2013 to 67% in 2015.  The main reason cited is cost, which has pushed people to access the web in other ways. That’s why 13% say they have a smartphone, but no high speed at home, up from 8% two years earlier.

These shifts are even more pronounced among African Americans, who 20% claim to have a smartphone, but no broadband at home.  In fact only 54% have high speed at home, down from 62% in 2013.

This movement away from home broadband to smartphones will affect cable operators and how they charge for high speed and other services; media and entertainment companies and how they produce content for a smaller screen and advertisers in how they reach mobile and micro audiences.

Pew Research - Home BB vs. Smartphones

Pew Research - Reasons for No BB

 

Source: Pew Research Center: Home Broadband 2015