Earnings season is far from over, with Charter, Cablevision and the satellite ops scheduled to report starting this week. But analysts said initial video and broadband results from 2 of the biggest cable MSOs appear weak when compared to those of telcos, which are on track for their best year since ’10 despite building out far fewer new homes than in past years. More on the story, including analysts’ takes, here.

More top stories in today’s CableFAX Daily:

 
The FCC’s nearly 40-year old sports blackout rules may soon go away.
 
 

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Friday–September 24

New Street Drops Altice USA to ‘Neutral’

New Street Research is downgrading Altice USA to “Neutral” after a warning from CEO Dexter Goei that the provider would lose subs in 3Q21. “The stock is too cheap, even with 12-18 months pause in share

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