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Up Ahead

March 5-6: MFM CFO Summit, Ft Lauderdale
March 6: Rocky Mountain Cable Association Cable Apprentice 2020; Greenwood Village, CO
March 10: FSF 12th Annual Telecom Policy Conference; DC
March 17-19: ACA Connects Summit; DC
April 2-5: Adaptive Spirit; Vail, CO

Quotable

“I’ve worked in consumer businesses my entire career, and it’s not ironic that our strategy for the media business now is a direct-to-consumer business, where we have the one-on-one relationship with the customer without having a lot of middlemen in between. That’s my sweet spot and I think that’s something I can leverage now throughout all my experiences, not even Disney but even before Disney, in terms of figuring out how we take the data, the information, the technology and, once again, our storytelling right direct to the consumer so that we can take the great equities that we have and continue to build those for our shareholders.”

— New Disney CEO Bob Chapek in an interview with CNBC’s Julia Boorstin

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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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