Disney, TW, Cablevision, Viacom and other cable content owners could see a $3.8bln benefit from telcos’ entry into video, says a Citigroup report. The extra change is based on telcos entering the market with small sub number, thus higher programming fees. Comcast, News Corp and Scripps would benefit from telco video to a lesser extent. Citigroup estimates incumbents will pay an estimated $227 per sub in fees this year. That compares to $268/sub for telcos.

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Thursday–October 9

Tides of Change: AMC, NCTC on Meeting an Evolving Audience

During a panel on the last day of Advertising Week New York, AMC Networks Chief Commercial Officer Kim Kelleher and NCTC CEO Lou Borrelli discussed what each side of the content business is doing to address the demands of an evolving audience.

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