Where Does Comcast Go from Here?

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1Q 2014 | IN-1018454


You’re the Biggest U.S. MVPD


By now you’ve read the mind-boggling account of a US$45 billion acquisition of Time Warner Cable by Comcast, including:

  • Entry into the New York and Los Angeles advertising markets
  • Growth from about 22 million to 30 million cable households, significantly extending their lead on nearest video rival, DIRECTV (20.1 million U.S. households and 31.5 million total, excluding its investment in Sky Mexico)
  • Selling off about 3 million consumers to cap Comcast’s market share at 30% of the U.S. multiscreen market
  • Odd lack of a break-up fee in case regulators get cold feet on approving this acquistion
  • Unknown carriage concessions will have to be agreed to by NBCUniversal and Comcast so the FCC can live up to its consumer protection mandate
  • Charter (4.2 million video subs) CEO Tom Rutledge failed with his acquisition engine and is now sitting on a pile of cash; assumi...

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