Pay-TV services delivered by companies like Comcast and Time Warner. "Must-carry" refers to requirments that cable operators provide the signals of local TV broadcasters over their systems.

A Time to Give Thanks

Rounding out our December meeting will be two matters that were previewed yesterday.

First, the Federal Communications Commission will consider an order that would restore Internet freedom and return to the bipartisan, light-touch framework that helped America's Internet economy become the envy of the world. And unlike the previous Administration, which pushed through its Internet regulations without letting the public see what was being proposed, anyone can read my plan. It's on the Commission's website —more than three weeks before our scheduled vote.

Amidst aging infrastructure, Ashland seeks to modernize city-owned internet

Ashland, Oregon, created the Ashland Fiber Network in the late 1990s, after discovering the city’s only internet provider wouldn’t upgrade its infrastructure to meet rising demands. Ashland decided to offer its own internet service. Now all this equipment is starting to become outdated. While AFN was a pioneer for city-owned internet at its inception, the service has since fallen behind other municipal fiber networks.

Charter CEO says the idea that fiber is superior is ‘just dead wrong’

MoffetNathanson's Craig Moffet asked Charter CEO Tom Rutledge if cable operators will inevitably have to spend big bucks on fiber deployments to stay competitive in the broadband business. Rutledge said, “We have a lot of fiber in our network, and it’s really a question of where do you end the fiber, and what technology do you use to maximize the connectivity with the end device?” He noted that even a fiber feed directly to a house doesn’t deliver fiber to a device. What delivers connectivity to a device is actually Wi-Fi in most cases.

NCTC Launches Connectivity Exchange

The National Cable Television Cooperative (NCTC), representing more than 700 independent broadband and pay-TV providers serving all 50 states and the US territories, announced the launch of Connectivity Exchange, a new program that allows its member operators to compete for and win bids to provide broadband network services to national brands or large-scale RFPs through a members-only, industry-first, fully automated platform from quote to order with unified billing and support.

The History of Broadband Price Competition

It’s sometimes easy to forget that the broadband business is just over twenty-five years old. Cable companies have adopted another interesting way to compete through what is called hidden fees, which are fees that are not clearly identified when new customers sign for service. Hidden fees have been around a long time, but in recent years have become gigantic. The motivation for having hidden fees is clear – it lets a cable company advertise a low price for basic service by not mentioning the hidden fees.

Broadband-Only Households Rise Sharply

While homes that get over-the-air (OTA) TV content continue to grow slowly, the greatest change over the last three years has been with broadband-only (BBO) homes—comprising 27% of TV homes in Q4 2021, according to Nielsen. In 2018, the percentage was 9%. This has come largely at the expense of homes with traditional cable TV and other TV services—so-called "Cable Plus." These make up 57% of U.S. homes, down from 76% in the fourth quarter of 2018. The remainder are OTA homes—now estimated at 15%, up from 14% three years earlier.

Cable companies battle for subscribers with fiber-to-the-home providers

Cable companies could soon find themselves stuck between a rock and a hard place as battles with fiber-to-the-home providers for subscribers intensify. Analysts at Cowen Equity Research noted cable’s standard response to competition from these players has been to lock in subscribers with promotional rates.

Altice USA says fiber is the ‘logical end state’ of coaxial cable

Altice USA isn’t afraid to march to the beat of its own drum and actually thinks it’s going about network upgrades the smart way by jumping straight to fiber rather than following other cable incumbents in pursuing DOCSIS 4.0. The operator recently laid out a plan to overbuild its hybrid fiber-coaxial (HFC) network to blanket 6.5 million locations with fiber by 2025.

Big Gap in Valuations Puts Private Companies in Broadband Catbird Seat

There has always been a valuation gap between public cable and private communication operators that offer internet, cable and phone services. In this report, we attempt to quantify the valuation gap and the factors driving it, and why it’s important to rural operators. We also weigh in on where we think valuations are headed. Key findings include:

Mediacom bumps up internet speeds for more than 80 percent of customers

Mediacom became the latest cable operator to boost internet speeds on its lower-tier plans, following earlier moves from Comcast, Charter Communications and Cable One. The changes apply only to download rates, with speeds on its entry level plan rising from 60 Mbps to 100 Mbps and its Internet 100 tier doubling from 100 Mbps to 200 Mbps. Speeds on its Internet 300 plan will jump to 400 Mbps. It is also doubling speeds to 100 Mbps on its Connect2Compete Plus tier for low-income consumers.