Executives from Time Warner Cable, Charter and Cablevision faced the same question Wed at the Bear Stearns media conference: after a banner ’06 for cable, where’s the future growth? CVC COO Tom Rutledge said that in addition to commercial services, advertising has much potential. "What is the mass media form in New York? It’s Cablevision," he said. "We think there is opportunity to create new [ad] inventory and new commerce engines on the video screen." But Rutledge still believes an upside exists in traditional services, even with digital penetration at 78%. CVC’s 4.6mln homes passed represent $10bln in rev potential, of which only $4bln has been mined to date, he said. "The opportunity to convert the DSL universe is still in front of us," he said. Time Warner Cable CFO John Martin stuck to the MSO’s focus on expansion and upgrades in acquired systems (Cfax, 3/1) while also citing VoIP growth and customer care marketing as key initiatives. On the commercial voice side, TWC expects to complete deployment throughout its legacy footprint by the end of the year and aggressively suit customers in ’08, said Martin. He said the big growth driver for residential phone services will be differentiation and segmentation in the legacy markets while an ’07 roll out completion in acquired markets will yield 2mln phone additions in these areas. Charter’s eye is largely trained on residential VoIP expansion, too, even if its 7% phone penetration is higher than both Comcast’s and TWC’s, said COO Michael Lovett. "We don’t see penetration levels and pass rates waning as the market matures," he said. Meanwhile, Charter CEO Neil Smit said commercial market expansion is possible despite the $300mln in segment rev Charter pulled down last year.

The Daily


What About WarnerMedia-Discovery?

Don’t expect AT&T CEO John Stankey to give any details around AT&T’s view of WarnerMedia’s merger with Discovery until the deal’s construction is further along.

Read the Full Issue
The Skinny is delivered on Tuesday and focuses on the cable profession. You'll stay in the know on the headlines, topics and special issues you value most. Sign Up


Dec 7
Most Powerful Women Celebration Register to Join Us in NYC to Celebrate!
Full Calendar


Seeking an INDUSTRY JOB?

Hiring? In conjunction with our sister brand, Cynopsis, we are offering hiring managers a deep pool of media-savvy, skilled candidates at a range of experience levels and sectors, The result will be an even more robust industry job board, to help both employers and job seekers.

Contact John@cynopsis.com for more information.