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.
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.
The Federal Communications Commission says that the Supreme Court need not disturb an appellate decision ruling against the City of Eugene (OR) over its imposition of a seven percent fee on cable operators providing broadband Internet service that use municipal rights-of-way. The dispute partly stems from an FCC order governing franchising authority's ability to regulate cable operators’ provision of non-cable services.
People have been predicting the death of cable TV for a long time, but this really might be it.
In many ways, 2021 feels like the year fiber became real. Companies across the board unveiled plans for sprawling fiber deployments and billions in funding began pouring in from governments and private equity players alike. But the firm focus on fiber as we head into 2022 begs one big question: what does the future look like for cable? “I don’t think that you can talk about cable without also talking about fiber,” said Jeff Heynen, Dell’Oro Group VP of Broadband Access and Home Networking.
As executive VP of digital platforms at Charter Communications, Jodi Robinson is the go-to digital chieftain at the cable company, leading its video product management, customer self-service platforms, internal design agency and its data platforms organization. A graduate of Stanford University, Robinson joined Charter in 2014 as senior Vice President. She has led its digital platforms organization since 2019 and its user experience design and development organization since joining the company.
The slowdown in cable broadband subscriber additions may be even slower than anticipated after executives at two of the top three publicly traded cable companies -- Comcast and Altice USA -- hinted that customer growth is trending at an even more decelerated pace than expected. Comcast Cable CEO Dave Watson said he expected to end 2021 with 1.3 million additional broadband subscribers.
After years of broadband subscriber losses, larger telecom companies are poised to see subscriber gains in the 2023 to 2024 time frame, according to researchers at investment bank Cowen. This will occur as the telecom companies complete “record-setting” fiber broadband deployments. But the cable companies’ broadband market share will decline only slightly, from 60 percent today to 58 percent in 2027, the researchers argue. Meanwhile, the size of the broadband market will increase.
Telephone companies (telcos) may still be trailing cable operators in the broadband race, but their continuous fiber-to-the-home (FTTH) builds could help narrow the subscriber divide. As more customers want higher speeds, this group is moving to deploy fiber to the home (FTTH) across select markets as their traditional DSL and POTS voice base dwindles. This is being driven on two sides: Tier-1 telcos and Tier-2 telcos. The big three--AT&T, Verizon, and Lumen—are Tier-1 telcos that are all seeing growth in fiber-based broadband.
Despite its central role in Antarctic research, the McMurdo Station is lacking something most scientists working at 21st-century laboratories take for granted: high-speed internet. McMurdo sits on the only continent that doesn’t have a high-speed fiber optic cable connection to the rest of the world. In early 2021, the National Science Foundation began seriously exploring the possibility of building a fiber optic cable that would travel along the seafloor from Antarctica to neighboring New Zealand or Australia.
US cable operators are increasingly threatened by the vast sums of money being plowed into fiber overbuilders, but cable industry legend John Malone believes that multiple-system operators (MSOs) such as Charter Communications are well-prepared to handle the hazards of more capable competition. Malone, whose Liberty Broadband unit holds 26 percent of Charter and owns Alaska's GCI, remains upbeat about Charter's prospects in the face of new and emerging competition from fiber overbuilders. "I believe they can defend their territory quite effectively," Malone said.