Insight added 37.6K HSD customers in 3Q, more than double the adds it saw in 2Q and "by far the highest growth level we’ve had in the history of the HSD business," CEO Michael Willner said. Despite the 30% growth in HSD, Insight’s HSD penetration of just 13% lags big ops like Time Warner and Cablevision, whose HSD penetration stands at 24% and 28%, respectively. That means it’s a priority and big growth area for ICCI—HSD dollars accounted for 40% of Insight revenue growth in the Q. Insight’s focus on attracting/retaining customers hit the bottom line, however; margins declined to 41.9% from 42.7% last Q and 43.1% last year. — By the Numbers: Total revenue jumped 10%, to $250.5mln, driven by HSD adds, basic video volume and digital video revenue. Insight gained 21.2K digisubs, upping digital penetration to 36%. Available throughout the MSO’s footprint, HD DVR boxes helped boost digital sell-in, close to 60%, up from the 50% range. Operating cash flow grew 7%, to $105.1mln. — The company remains a candidate for takeover for the next 12-24 months, UBS believes, although risks remain in the form of the SBC/DISH bundle available throughout its footprint.

The Daily


GOP Probes NBCU on China Olympic Influence

House Commerce Republican leaders want NBCUniversal to discuss the level of influence the Chinese Communist Party and the International Olympic Committee has had on its 2022 Winter Olympics programming.

Read the Full Issue
The Skinny is delivered on Tuesday and focuses on the cable profession. You'll stay in the know on the headlines, topics and special issues you value most. Sign Up


Jan 28
Cablefax 100 – 2022 Nominations Due: January 28, 2022
Mar 11
The FAXIES 2022 Entry Deadline: March 11
Apr 1
Cablefax Top Ops – 2022Nominations Due: April 1, 2022
Jun 3
The Diversity List – 2022Nomination Deadline: June 3
Aug 12
Most Powerful Women – 2022Nominations Due: August 12
Full Calendar


Seeking an INDUSTRY JOB?

Hiring? In conjunction with our sister brand, Cynopsis, we are offering hiring managers a deep pool of media-savvy, skilled candidates at a range of experience levels and sectors, The result will be an even more robust industry job board, to help both employers and job seekers.

Contact for more information.