Tag: verizon fios

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).

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Who Are the Top 10 US Pay TV Providers?

With all the acquisitions in the US Pay TV world, it’s hard to keep up with who owns who.

Below is a chart of the Top 10 and the highlights of how they got there:



Source: Company websites, Cox is private – used Kagan Q4 2015 estimates.


Q2 2016 – Verizon Earnings Call Summary


Below are my key takeaways from the Verizon Q2 2016 Earnings Call on July 26:


Agreed to buy Yahoo’s operating business for $4.8B (technically in Q3), which they see as a compliment to their AOL purchase last year.  Acquired a private company called Telogis for its suite of connected vehicle solutions.  Saw new revenue streams from the Internet of Things, or IoT, grow by 25% to $205MM.

Completed the Frontier deal of selling systems in California, Texas and Florida for $10.54B. Negotiated new labor contracts will generate $500MM in cash savings over the term of the contracts.

Converted go90 application to the AOL platform.

Continue reading “Q2 2016 – Verizon Earnings Call Summary”