U.S. Cable Industry Consolidation

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4Q 2013 | IN-1017654


Next Moves Played in U.S. Cable Consolidation Chess Game


The next moves have been played in U.S. cable industry consolidation. For perspective, in terms of U.S. video subscribers, Comcast is the largest with 21.75 million subscribers, Time Warner has 11.7 million subscribers, Cox has 4.4 million, Charter has 3.9 million, and Cablevision has 2.9 million (as of 2Q 2013):

  • Time Warner Cable is the primary acquisition target
  • Charter, which was reorganized from bankruptcy and recruited a significant management team with the intention of further consolidation, is the most aggressive, despite its smaller size
  • Comcast, based on its size, will suffer the most regulatory push-back and may be required to divest some markets where the acquisition removes competition
  • Cox (which is privately held) is another contender
  • Cablevision’s name, which surfaced as the subject of possible M&A deals in the summer, hasn’t been me...

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