Thursday, October 22, 2009
Comcast, 1Cast and Boxee
Two seemingly unrelated announcements this week illustrate the intensifying pressure on cable TV’s business model.
Tuesday, October 6, 2009
Hotmail Phishing Attacks Spread to Other Email Services
Phishing attacks that affected customers of Microsoft’s Hotmail Monday have compromised more than 30,000 email accounts, including those of Gmail, Yahoo Mail and other services.
Microsoft blamed phishing, in which cybercriminals try to trick consumers into revealing personal information through fraudulent emails, for a list of Hotmail account passwords that appeared online.
Monday, October 5, 2009
Analyst: Swap Comcast for Time Warner
Collins Stewart analyst Thomas Eagan thinks you may be swapping your Comcast shares for Time Warner Cable sometime soon.
In a note to clients this morning, Eagan writes that investors may rotate out of Comcast if the company decides to invest $12 billion to $14 billion for a stake in GE’s NBC-Universal, as rumored.
Friday, October 2, 2009
Word to Comcast: Just Don’t Touch That Dial
Business leaders clearly think the world is back to normal: A media company is weighing a deal of dubious logic. News that Comcast is in talks to buy control of NBC Universal can only confirm cable investors’ worst fears about Comcast’s fixation on expanding in content.
Thursday, October 1, 2009
Comcast, GE in Talks to Combine Some Media Assets
Comcast Corp. and General Electric Co. are discussing a plan that would merge Comcast’s cable networks with GE’s NBC Universal, according to a person familiar with the matter.
Update: Comcast Reportedly May Buy 20-50 Percent of NBC Universal
So, the latest theory seems to be that Comcast is in talks to buy 20-50 percent of NBC Universal, the TV/movie studio/cable/theme park company owned 80 percent by General Electric and 20 percent by Vivendi.
Thursday, September 17, 2009
Why You Want TV Everywhere–Now
TV Everywhere is a concept put out by TV distributors that basically says that if you pay for cable or satellite, you should be able to watch the content you want, where you want. Everywhere. To some people this is not a good idea.
Thursday, September 10, 2009
Will Comcast Buy Time Warner Cable?
In a bold and controversial call, Citigroup analyst Jason Bazinet this morning proposed a cable industry mega-deal: he thinks Comcast should buy Time Warner Cable.
Monday, August 17, 2009
Comcast: Saving Up for a Mega Deal?
Will Comcast use its rising cash pile to make a large acquisition in the content business?
Reuters raised that question in a lengthy news analysis yesterday which wondered if the company is plotting a giant deal along the lines of its failed $54 billion bid for Disney in 2004.
Thursday, August 6, 2009
ComcastCares’s Eliason Shares Twitter Tips
Frank Eliason is famous for trolling Twitter as @comcastcares to solve customer complaints.
At the Comcast New Media Exchange conference in Philadelphia Wednesday, he doled out his top tips for effective Twittering. “If you look at anything I’ve ever done, it’s really service 101, search 101,” he said.
Comcast Q2 EPS Beats, Cash Flow Above Expectations
Comcast shares are on the rise this morning after the U.S.’s largest cable operator beat expectations for EPS on in-line revenue for its Q2. The company managed to beat analysts’ free cash flow projections as capital expenditures continued to decline despite the rollout of several interesting initiatives including wireless services and online video streaming.
Thursday, July 16, 2009
Comcast Unveils IPhone App
Comcast is now on the iPhone bandwagon. On Thursday, Comcast, the largest cable operator in the U.S. by subscribers, announced a free application for the Apple device that lets customers check their Comcast email and home voice mail as well as surf their TV schedules.
Thursday, June 25, 2009
Why the Comcast-Time Warner Deal Blasts Open TV
For people who hope the openness and flexibility of the Internet will come to mainstream television, the deal announced yesterday between Comcast and Time Warner is great news. They just don’t see yet how it blows apart the tight bond between cable content and cable delivery.
Tuesday, June 2, 2009
Comcast’s Twitter Guru on Comcastcares’ Tipping Point
If you’ve read anything about how companies are harnessing Twitter, chances are Frank Eliason, under the name “comcastcares,” has been mentioned.
He calls himself as “a simple customer-service guy” (not unlike Craigslist founder Craig Newmark, who goes by “customer-service representative”) and said at yesterday’s Federated Media conference that his team fields several hundred tweets a day.
Monday, April 6, 2009
Cable TV: Pushing to Become More Web-Like
When a guy like Steve B. Burke likens TV viewers’ stampede online to a “wildfire,” you know the cable industry is feeling the pressure. Burke is the president and chief operating officer of Comcast, America’s largest cable distributor.
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