One analyst is betting that Univision‘s decision to end its must-carry status and elect retrans will be bad news for Time Warner Cable. Noting that 46% of all US Hispanic HHs fall within the MSO’s footprint, Pali‘s Rich Greenfield wrote Fri that he believes the company will be "forced to absorb significant incremental costs in 2009 and/or lose a significant number of subscribers." Pali estimates that 14% of all TW subs are Hispanic HHs.

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Monday–July 14

FCC Approvals Raise Speculation for More Mergers

The FCC’s approval of a trifecta of deals—T-Mobile-UScellular, Intelsat-SES and T-Mobile-Metronet—could open the floodgates for more consolidation

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