Dashboard 06-10-22
Twitter Hits
A little behind-the-scenes feel good moment from the @cspan control room: my summer intern William getting to push some buttons for tonight's hearing … his first time working on LIVE television. Not bad for his third day on the job! pic.twitter.com/hljN6jmJwt
— Nate Hurst (@nathanhurst) June 10, 2022
News flash! Announcement by @JRosenworcelFCC at today’s @fcc open meeting that “8th Floor” is now officially called “10th Floor.” But was there a PN seeking comment on this mega development? Does @FCBALaw have an opinion? #APA issues? Can old dogs learn this new trick? 😉
— Robert M. McDowell (@McDowellTweet) June 8, 2022
The “Art of the Possible” that #broadband provides for rural communities were the perfect stories to end the first day of #SRCLive on. @BLConnect @ConnectCTC & GRM/Mi-Fiber share the power of stories of service, innovation, customer service & community love! pic.twitter.com/XX5HrGv9R0
— Shirley Bloomfield (@sbloomfield15) June 9, 2022
Research
(Source: Dell’Oro Group)
➢ Total global revenue for the Broadband Access equipment market increased to $4.4 billion in 1Q22, up 14% YOY.
➢ Growth was largely tied to PON equipment and fixed wireless CPE.
➢ Total cable access concentrator revenue rose 5% YOY to just over $257 million. Growth in that sector came from Distributed Access Architecture deployments helped offset declines in traditional CCAP licenses.
➢ Fixed Wireless CPE unit shipments reached 3.8 million units in the quarter, with 5G Sub-6GHz units growing at the fastest rate.
Up Ahead
June 12: Cablefax’s Fiber Panels for Cable Operators, Fiber Connect Pre-Conference; Nashville
June 27-30: CTA’s CEO Summit, Santa Barbara
June 29: Cablefax’s FAXIES Virtual Celebration
July 24-27: NCTC and ACA Connects’ Independent Show; Orlando
Quotable
“I think the belief that there was unlimited growth in these spaces was just unrealistic. These are businesses, they’re like other subscriber and membership businesses in a lot of ways… it’s amazing how fast everyone has run away from Netflix. It’s still the most amazing story in the history of the business… We have been very aggressive with our story that we don’t spend crazy amounts of money on content. And particularly operating in the targeted space, there’s even more opportunity for us to create content at a reasonable price that’s going to be very attractive to our super fanbases. That hasn’t changed. What we’re really doing now is staying the course while the rest of the world is a bit off-course.”
– AMC Networks interim CEO Matt Blank on CNBC’s “Squawk Box” talking about the shifting in streaming strategies across the media landscape
