Dashboard 05-19-23
Twitter Hits
New construction coming soon to Connellsville, PA!
Armstrong recently hosted a groundbreaking for a warehouse, located next to the former Murphy Hall. The facility will be the new location for Armstrong's store in town. pic.twitter.com/jG7fhtVHUc— Armstrong (@followarmstrong) May 16, 2023
I often say NTIA stands on the shoulders of giants in doing our work.
That felt especially true as I moderated a discussion with previous Assistant Secretaries as part of @NTIAgov’s 45th anniversary celebration.
It was an honor to host them. pic.twitter.com/xqDLz9I4lU
— Alan Davidson (@DavidsonNTIA) May 10, 2023
Come to cable, we skipped to 10G! https://t.co/W5uiw5qXwW
— Todd Smith (@toddpr) May 18, 2023
Research
(Source: Parrot Analytics 1Q23 Streaming Report Card)
➢ The consistent decline in demand for Netflix originals domestically and globally is worrisome, particularly as global demand for streaming originals as a whole continues to grow.
➢ The third season of Disney+’s “The Mandalorian” was among the top 0.2% of all TV titles across its eight episodes, but dropped 24% in average demand from Season One.
➢ Peacock Originals hit their highest-ever demand share in 1Q23, accounting for 3.3% of U.S. demand for original content.
Up Ahead
May 19: Final Deadline To Enter Cablefax’s Diversity List
May 23: House Communications Subcommittee Hearing on Oversight of NTIA
June 8: FCC Open Commission Meeting; DC
June 21: FBA Regional Fiber Connect; Lake Tahoe, CA
Quotable
“It’s not a convergent strategy in that we haven’t seen evidence, in the U.S. at least, that convergence is anything more from a cable perspective than a discount… So for us, fixed wireless was really an ability to monetize the massive excess capacity we’re creating with this network and create very high margin-accretive customers… The ARPU profiles are near post-paid phone levels, and yet the equipment, the handset equivalent or CPE, is much lower-priced and it just provides a great value prop for customers.”
– T-Mobile CFO Peter Osvaldik at the MoffettNathanson TMT Conference speaking about convergence and his company’s fixed wireless strategy