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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Eventful 2025 Sets Up a Busy Year Ahead

If 2025 was about positioning, 2026 is shaping up as a year of execution. That goes for the FCC, which has set the stage for spectrum auctions, broadcast ownership rules reform and heightened scrutiny of network/affiliate dynamics, as well as companies hoping to close on high-profile mergers that would reconfigure their respective industries.

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