In the early years of the Internet, the more time people spent online, the more they paid a provider like AOL for their connection. But as customers have shifted to always-on broadband services, many Web surfers have enjoyed all-you-can-eat Internet for a flat rate.
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.
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.
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.
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.
Time Warner’s hiring of Tim Armstrong to run AOL is, to misquote another Armstrong, a small step for AOL but a giant leap for Time Warner.
Whether or not the former Google executive can turn around the AOL business, his hiring clearly sets up AOL to be spun off. That is a step Time Warner must take, having wasted years trying to fix or find a buyer for AOL.
Clearwire shares are down sharply this morning after negative comments from analysts at J.P. Morgan and Stanford Group. Though its stock saw a lift yesterday following the completion of its deal to acquire Sprint’s Xohm wireless broadband business, the concern is that the company needs substantially more capital and that the intensely competitive landscape will overshadow its technological advantages.
New York Attorney General Andrew Cuomo announced on Tuesday that Verizon Communications, Time Warner Cable and Sprint would “shut down major sources of online child pornography.” What Cuomo didn’t say is that his agreement with broadband providers means that they will broadly curb customers’ access to Usenet–the venerable pre-Web home of some 100,000 discussion groups, only a handful of which contain illegal material.
In an effort to slow Google’s siphoning of advertising dollars away from television, the nation’s six largest cable companies are making plans for a jointly owned company that would allow national advertisers to buy customized ads and interactive ads across the companies’ systems. For the last six months, executives from Comcast, Time Warner Cable, Cablevision, Cox Communications, Charter Communications and Bright House Networks have been meeting monthly, alternating between New York and Philadelphia. Quarterbacking the initiative–code-named Project Canoe to emphasize that the companies must all work together–has been Stephen Burke, president of Comcast, and Landel C. Hobbs, the chief operating officer of Time Warner Cable.
Last week, we learned from a leaked memo that Time Warner Cable is preparing to roll out usage-based broadband service tiers to new customers in Beaumont, Texas. The company has since confirmed its plans, with monthly bandwidth caps set at 5GB, 10GB, 20GB and 40GB. Customers who exceed their cap would be hit with an undetermined per-gigabyte charge.
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