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Four Questions For The Cable Guys

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2008-05-19 11:01:00 by Dan Frommer in Silicon Alley Insider
...cable industry converges on New Orleans this week for its annual trade show . The industry is in decent shape -- by cable industry standards. But growth is slowing, and the future is a bit blurry, as competition heats up from phone companies and Internet-based TV/video services; now the cable guys are trying to figure out what to do about...
 
Tags: cable, cable industry converges, industry, internet, cable internet service, cable guys, cable industry fight, cable giants, internet tvvideo
 
 
 
 
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Cable Broadband Growth Beats Telcos 3-To-1 In Q2

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2008-08-06 10:23:00 by Dan Frommer in Silicon Alley Insider
...cable and phone companies have reported their Q2 results, and the trend we spotted last week -- cable companies fiercely beating out telcos for new broadband subscribers -- is even stronger today Add in today's results, including Time Warner Cable (TWC) and Qwest (Q), and cable has signed up 74% of the 744,000 net new high-speed Internet...
 
Tags: cable, cable companies, cable companies fiercely, cable company rcn, time warner cable, cable broadband, cable internet, telcos, internet subscribers
 
 
 
 
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Kagan: Ad Recession Hits Cable TV Next Year

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2008-08-12 14:30:00 by Michael Learmonth in Silicon Alley Insider
...cable TV. But that's about to change, according to research firm SNL Kagan Kagan says cable TV advertising will have grown 10.7% by the end of 2008, a very healthy increase in a down year. Next year, however, the bottom drops out: ad revenues will grow a mere 4.7 Kagan doesn't offer much explanation for the drop, besides the obvious. Analyst...
 
Tags: cable tv, cable networks, cable networks strong, cable, networks, hit cable tv, kagan, cable dollars, recession
 
 
 
 
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Indiana Jones, Iron Man Push Viacom's Q2, But Ad Sales Sputter At Cable Networks

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2008-07-29 16:34:00 by Michael Learmonth in Silicon Alley Insider
...cable TV affiliate revenue is growing at a double-digit pace But underlying this is that ad sales on Viacom's TV networks is looking really bad and got worse during the quarter. Pullbacks from in retail, automotive and consumer goods are casting doubt on an otherwise strong upfront. The upfront TV ad deals are committments, not actual orders,...
 
Tags: cable, networks, scatter market continues, scatter market, upfront sales, upfront, growth, provide growth, cable networks
 
 
 
 
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Telcos Routed: DSL Customers Fleeing To Cable Broadband

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2008-08-04 06:00:00 by Dan Frommer in Silicon Alley Insider
...cable industry is sucking their DSL subscribers away As cable and telcos report Q2 results, one trend is clear: Cable companies are taking the majority of new broadband subscribers. So far, 69% of 476,000 total Q2 net broadband subscriber additions have gone to two cable companies -- Comcast (CMCSA) and Cablevision (CVC). And just 31% have...
 
Tags: cable, cable companies, companies, time warner cable, dsl, cable internet, cable industry, phone companies, dsl subscribers
 
 
 
 
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Cable Finally Whacks DSL In Battle For Broadband Subscribers

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2008-05-15 19:15:00 by Michael Learmonth in Silicon Alley Insider
...cable. But now that the discounts are largely gone, DSL is on the wane . Leichtman Research Group added up the numbers for Q1 and the 19 top cable companies added 1.19 million subscribers in the quarter, compared to 1.01 million for the phone companies in the same period Since the third quarter of 2004, DSL had been adding customers at a...
 
Tags: cable, cable companies, top cable companies, dsl, cable modems, broadband subscribers, cable competitors, naked dsl, match cable
 
 
 
 
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Cable Exec: "Shame On Us" If We Don't Figure Out Ad Targeting

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2008-05-21 14:58:00 by Michael Learmonth in Silicon Alley Insider
...cable TV advertising, you'd think the era was upon us. Well, not quite. Cox Communications president Pat Esser said the third-largest cable TV operator is at least two years from realizing any material upside from higher ad rates Shame on us if it's not material by 2010," he said at the National Cable Television Association show in New...
 
Tags: cable, cable tv, cable tv operator, cable systems, cable guys hope, cable guys, ads, tv ads, google
 
 
 
 
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Cable To Share Booty From Ad Targeting With TV Nets

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2008-06-10 14:18:00 by Michael Learmonth in Silicon Alley Insider
...cable operators have been talking about their joint venture to deliver targeted ads to the home, dubbed Project Canoe. Today the WSJ has an interesting tidbit from the newly appointed CEO of the joint venture, former Aegis Group chief David Verklin. Specifically, the cable operators involved--Comcast (CMCSA), Time Warner (TWX), Cox,...
 
Tags: networks, cable networks, ads, cable operators, top cable operators, tv ads, cable guys, cable guys hope, canoe ventures