Hand it to TiVo once again to impress us with its ability to cultivate partnerships within the cable industry for mutual benefit. In this unique and effective pairing, TiVo partnered not only with cable operator Vyve Broadband but with Evolution Digital to create a DTA (digital terminal adaptor)-based interactive guide that gave this small operator access to the kind of features and enhancements that used to be available only to customers of the biggest cable players. Meanwhile, Vyve ended up with lower costs and a better interface to boot. Not a bad deal.

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Friday–July 24

Charter Says See You in September

If there was a subliminal message hiding in Charter’s 2Q26 earnings call Friday, it was, “Wait ’til September.” That’s when the Cox deal closes, a new COO arrives, and the promotional hangover fades. But first, it’s got to deal with worsening broadband losses and a revenue decline.

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