Over-the-top-TV (OTT) revenues in Western Europe will reach $13.72 bil. in 2020, climbing from $894 mil. recorded in 2010 and $6.34 bil. expected in 2015. By 2020, 32.2% of the region’s TV households will subscribe to a SVOD package, up from 9.0% by end-2014. // Simon Murray, broadbandtvnews.com, 7/2/2015

Satellite-Cable-Telco Subscribers
Company/Industry 2009 2010 2011 2012 1 yr. 3 yr.
(millions of subs)         Sub. Change
Comcast 23.559 22.790 22.331 21.995 -336 k -1,564 k
DirecTV 18.125 18.837 19.532 19.764 232 k 1,639 k
Dish 14.100 14.133 13.967 14.056 89 k -44 k
Time Warner Cable 12.859 12.422 12.061 12.218 157 k -641 k
Cox 6.200 6.150 6.090 6.000 -90 k -200 k
AT&T 2.500 3.373 4.144 4.856 712 k 2,356 k
Verizon 2.750 3.472 4.173 4.726 553 k 1,976 k
Charter Cable 4.824 4.520 4.314 4.158 -156 k -666 k
Cablevision 3.063 3.314 3.250 3.197 -53 k 134 k
Totals 87.980 89.011 89.862 90.970 1,108 k 2,990 k
Cable TV (5 MSOs) 50.505 49.196 48.046 47.568 -478 k -2,937 k
Satellite 32.225 32.970 33.499 33.820 321 k 1,595 k
Telco 5.250 6.845 8.317 9.582 1,265 k 4,332 k

COMCAST’S RALPH ROBERTS:GONE BUT NEVER FORGOTTEN

By Paul Kagan - June 19, 2015

Ralph Roberts, the dynamic pioneer who built a tiny system in Tupelo, Mississippi into Comcast--cable’s largest company--passed away yesterday at age 95. His vision, and devotion to the cause of a new communications medium, can be expressed by a quotation from Thomas Edison: "A diamond is a piece of coal that stuck to the job."  The company that Ralph founded--with his partners Julian Brodsky, Dan Aaron, and later, his son Brian, now the CEO--soared from a speck in the cable universe to a diversified, media giant. As noted in An Incredible Dream, William Novak’s bio of the company, “Ralph was in heaven” when, in the mid-1980s, in my Kagan cable newsletter, I called Comcast “a baby blue chip.” It wasn’t long before “baby” grew up to be cable’s leading multiple-system operator.

Today, we are in the midst of far greater change in the media. Comcast is now a movie-TV-cable enterprise that Ralph was able to see completed. But its arch-rival—AT&T—which sold its industry-leading cable subs to Comcast in 2001, is back via acquisition of DirecTV’s U.S. and foreign satellite footprint and expansion into Latin America TV.




© 2014 PK Worldmedia, Inc.   All rights reserved.

Stocks Up Despite Greek Debt; Cable One Spun Off

 
By Catherine Hertzberg - July 1, 2015
 

  Stocks closed up despite Greece showing no signs of relief for its debt crisis. The Dow added 138 pts. to close at 17,758. The S&P rose 14 pts. to 2,077.

  Graham Holdings gained 7% in 3x avg. trading after spinning off cable and Internet provider Cable One.

  Cable One dropped 6% on its first day of trading as an dependent company. JP Morgan began coverage on the stock at neutral.

  Comcast reached an all-time high of $61.94 before closing up 4% in heavy trading. Brean Capital reiterated its rating of buy for the stock and raised its price target from $67 to $69.

  Cable MSOs, up 5% YTD, are down 4% from their all-time high of 79.22, set May 26.

 

 Indices  6/30  7/1  %YTD 
 Home Video 351.87 351.53 75.7 
 Video Gaming 17.01 17.27 23.2 
 Digital Life 596.12 598.17 19.0 
 3D 39.89 39.84 15.7 
 Internet Content 68.00 68.45 12.9 
 Broadband Tech. 23.42 23.64 11.1 
 Movie Theaters 15.78 15.72 11.0 
 Wireless Prov. 29.03 29.20 9.0 
 Television 118.86 119.54 8.9 
 Cable MSO 77.43 78.56 8.7 
 Global Cable 144.59 145.79 7.2 
 Motion Pictures 40.82 41.04 7.0 
 Global Wireless 79.69 79.53 6.7 
 Internet Media 126.84 127.15 6.3 
 NASDAQ 4,986.87 5,013.12 5.9 
 NASDAQ 100 4,396.76 4,429.23 4.6 
 Wireless Tech. 12.98 13.19 4.5 
 Russell 2000 1,253.95 1,256.40 4.3 
 Satellite TV 79.41 80.53 2.0 
 Advertising 99.10 99.94 1.4 
 Towers 336.36 339.57 1.0 
 S&P 500 2,063.11 2,077.42 0.9 
 Consumer Elec. 89.80 90.53 0.7 
 Fiber Optics 2.82 2.84 0.4 
 Dow Jones Avg. 17,619.51 17,757.91 (0.4) 
 Radio 15.58 15.65 (2.5) 
 Satellite Networks 47.75 48.20 (4.6) 
 Telco 38.63 38.76 (4.6) 
 Interactive TV 17.20 17.31 (7.2) 
 Social Media 109.75 110.04 (8.1) 
 DJ Utilities 550.32 553.58 (10.4) 
 Publishing 105.70 73.26 (21.4) 
 © 2014 PK Worldmedia, Inc. All rights reserved.