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Research

(Source: Kagan, the TMT research unit of S&P Global Market Intelligence)

➢ Traditional cable, telco and satellite video losses rose sequentially and year over year to nearly 1.7 million.
➢ In the meantime, virtual subscriptions increased by almost 1.4 million.
➢ Estimated traditional residential multichannel subscriptions slipped below 68.6 million, accounting for less than 53% of occupied households.
➢ The combined virtual and traditional multichannel households accounted for less than 64% of occupied households at 83.2 million residential subscriptions.

Up Ahead

December 7: Cablefax Most Powerful Women Celebration, NYC

January 11-14: CES 2022, Las Vegas

January 18-20: NATPE Miami

January 25-28: RealScreen Summit 2022, Austin

February 13-16: NTCA Rural Telecom Industry Meeting + Expo, Dallas

Quotable

“The NHL was a great property. We had a wonderful run with them, and we certainly wish them well. Premier League does a lot of other things for us. The number of games, the number of fixtures and exposures and windows become very important, but I think that our strategy has been from day one, and it’s something that we’ve been very consistent about, is that we are the network of the Premier League. We are not the network of soccer.”

– NBC Sports Programming President Jon Miller on the company’s more than $2 billion U.S. rights deal for the English Premier League

The Daily

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Moody’s Changes Charter Outlook

While Moody’s is affirming all of Charter’s credit ratings, it’s shifting its outlook for the company to negative amid a rising competitive landscape that’s led to higher customer losses across all services except mobile.

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