Nearly 20 percent of online consumers consider online video to be a replacement for pay TV, says ABI Research, thus “representing significant risk to the traditional TV operator business of as much as $16.8 billion in the United States.” With the domestic pay-TV household penetration set to decline approximately 0.5 percent per year through 2017, the group believes this slow migration will continue, even with an economic recovery. To offset this, ABI suggests operators build a business that leverages OTT components, much like Dish Network’s Blockbuster strategy and Verizon’s venture with its Redbox Instant partnership…Good news for Cisco. "For the first time ever, Cisco captured the lead in the enterprise session border controller market, taking 26-percent revenue market share in the first half of 2012," notes Diane Myers, principal analyst/VoIP, UC and IMS at Infonetics Research. "Cisco’s been able to turn its market-leading position in IP PBXs, VoIP gateways and data-networking equipment into an advantage, upselling its enterprise SBCs to this customer base as they transition to services such as SIP trunking." Acme Packet came in second. Infonetics also says worldwide revenue for enterprise SBCs hit $82.5 million in 1H12, and systems with fewer than 800 sessions comprise the largest share of enterprise SBC sales…A Web-based ISPreview.co.uk poll of more than 740 U.K. Internet users found that just 15 percent of respondents would be willing to pay extra for a faster 4G based mobile broadband service. Nearly 80 percent already are using 3G for their wireless data connections, and 82 percent claimed to already be familiar with the forthcoming 4G technology.

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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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