UBS Warburg added BSkyB [BSY] to its "Global 50 Highlighted Stocks" list and deleted AOLTW [AOL]. — EchoStar [DISH] announced the early redemption of its outstanding 91/4% sr notes due ’06. The $375mln principal amount of the notes will be repurchased Feb 1 at 104.525%. Interest will be paid through the redemption date. — Sanford Berstein upped Disney [DIS] to "outperform" from "market perform," noting that all divisions save consumer products should show improvement in ’03. — Thomas Weisel believes VOD/SVOD can combat digital churn and DBS market gains. "The difficulty is predicting how long it will take to see the results because of the early stage of content availability, market pricing uncertainty and a lack of consumer awareness," it said. Weisel predicts that VOD success could help rejuvenate Motorola’s [MOT] and S-A’s [SFA] set-top businesses.

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Friday–April 26

Charter Unpacks Impact of ACP’s Sunset

Charter hasn’t been immune to the slowdown in broadband activity in 1Q24, reporting the loss of 72,000 residential and SMB internet customers. It’s looking at what the discontinuation of ACP will mean for its sub base.

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