Showing posts with label cablevision. Show all posts
Showing posts with label cablevision. Show all posts

Thursday, October 28, 2010

Time Warner Cable Tells Subs How to Cut Cord

Though it is Cablevision Systems Corp. that now is feuding with Fox over the cost of programming, the temporary content blackout is not unprecedented. Time Warner Cable has had its own programming cost disputes, and produced this video to show its customers how to connect their PCs to their TVs to watch content online, during the blackout.

Cablevision is doing the same at the moment. It's ironic, though.

Thursday, April 15, 2010

Cablevision, Time Warner Cable, Comcast Federate New York Hotspots

Federation nearly always is good for widespread adoption of any application. Email and text messaging provide recent examples, as usage exploded once messages were made interoperable. But one can point to any number of other examples, including railroad, telegraph and telephone services, each of which benefitted from interoperability.

A positive usage effect likely will happen for cable public hotspot users as Cablevision Systems Corp., Time Warner Cable Inc. and Comcast Corp. have agreed to allow their broadband Internet subscribers to roam freely across the Wi-Fi deployments of all three major cable operators in the New York metro area.

The agreement will allow customers of those companies to use Wi-Fi for no additional charge in places like Madison Square Park in Manhattan, areas of the Jersey Shore and the Hamptons on Long Island.

In key ways, the agreement attempts to keep pace with public hotspot access offered by Verizon Communications and AT&T. The issue isn't so much the public hotspot access as such, but the fact that cable modem, DSL and wireless dongle services now typically come with "no additional charge" Wi-Fi hotspot access. So any provider that can offer free Wi-Fi at more locations has an advantage retaining and acquiring fixed broadband access customers.

Wednesday, March 24, 2010

AT&T, Cable Companies, Intel, Microsoft Back Broadband Stimulus Application

A newly-formed coaltion of cable companies, AT&T, Intel, Microsoft and industry trade and non-profit groups have created a "Digital Adoption Coalition" to apply for funding under the "broadband stimulus" program.

The Digital Adoption Coalition includes AT&T, BendBroadband, Bresnan Communications, Bright House Networks, Cablevision Systems Corp., Charter Communications, Comcast, Cox Communications, Connected Nation, Eagle Communications, Inc., Dell, Intel Corporation, Mediacom Communications Corp., Microsoft, Midcontinent Communications, the National Cable & Telecommunications Association (NCTA), One Economy Corporation, Sjoberg’s Cable TV, Suddenlink Communications, Time Warner Cable, US Cable Group, and USTelecom.

To improve broadband access, services, and technology in approximately 250,000 low-income households nationwide, the coalition would work with the U.S. Department of Housing and Urban Development to increase broadband outreach efforts in public housing, project-based Section 8 properties, and multi-family assisted communities.

One Economy, a global nonprofit, filed an application with NTIA on March 15 on behalf of the coalition for funding through the Broadband Technology Opportunities Program (BTOP) to support digital literacy training, discounted computers, and project administration.

Monday, March 8, 2010

Academy Awards High Stakes Standoff Ends 13 Minutes into Telecast

A high-stakes "Academy Awards" game of chicken ended 13 minutes into the telecast when Walt Disney Co. and Cablevision Systems Corp. settled their dispute over a new contract.

Disney had said it would pull the ABC feed from Cablevision if the cable operator did not negotiate a more-favorable contract, potentially affecting about 3.1 million homes in the New York area.

The drama, some might say, could have been higher only if the contract dispute had occurred in the hours and minutes leading up to the Super Bowl.

The contract dispute, and temporary programming interruption, underscores the increasing financial stress in the multi-channel video entertainment ecosystem. Both broadcasters and distributors face rising programming costs, lower profit margins and growing competition.

In past years broadcasters have struck different deals, agreeing to allow "no incremental cost" carriage of local broadcast feeds in exchange for operators agreeing to add new cable networks to their program lineups. Programmers essentially bartered "free" local station carriage in exchange for carriage of new cable networks.

But that was then, and this is now. These days, both broadcasters and distributors are trying to squeeze more profit out of their video operations. And consumer opposition to ever-increasing monthly subcription fees is a background issue, at the same time distribution alternatives are growing.

In a sense, the broadcast networks also are looking over their shoulders at the potential threat Internet distribution represents. But so are the cable operators. After watching the music industry become disrupted by online distribution, as well as the continued decline of newspapers, video content owners are trying to avoid "no incremental cost" distribution of their content.

Given those pressures, it does not seem likely this will be the last tussle threatening program carriage. Versus, for example, now is dark on DirecTV and has been for months, as those two firms have not agreed on new contract terms, either.

As content ecosystems are rearranged, disputes between partners are bound to grow. The same sort of ecosystem change is behind the network neutrality debate as well.

Monday, January 25, 2010

Newsday Pay Wall Apparently Leads to 47% Decline in Visitors

Newsday.com, which has put unlimited access to its content behind a pay wall, is finding what most of you would have predicted: it is losing readers. But Cablevision may be banking on a business model it has used in the past: providing "no incremental cost" access for customers who buy other Cablevision products.

In December 2009, unique visitors declined 47 percent while page views fell 32 percent compared to December 2008.

In December, Newsday.com had 1.4 million unique visitors and 18.9 million page views, according to Nielsen. That was down from 2.7 million and 27.8 million, respectively, for the month in 2008.

December was the second full month where Newsday's policy of charging people $5 a week for unlimited access to the site was in effect. People who subscribe to home delivery of the paper, or receive broadband service from its parent Cablevision, do not have to pay extra.

That provides another clue to the success or failure of "pay walls." Cablevision has ways of supplying "no incremental cost" viewership in the same way that it provides "no incremental cost" access to its metro Wi-Fi network.

If a person is a subscriber to Cablevision's fixed broadband access service, then use of the Wi-Fi network is available at no extra cost.

Cablevision does not appear to expect the new pay model to "materially" impact revenues in the "near term." One reason: many people interested in the site also receive the paper at home or get Cablevision high-speed Internet service.

Thursday, January 21, 2010

Cablevision and Scripps Networks; Fox and Time Warner Cable Deals Have Implications for Telcos and App Providers

Cablevision and Scripps Networks Interactive have reached an agreement that paves the way for the return of the Food Network and HGTV programming to the cable operator’s system. Inability to come to terms meant HGTV and Food Network disappeared from Cablevision after the old contract expired on Dec. 31, 2009 and the two sides could not agree on terms for a new contract.

Separately, News Corp and Time Warner Cable managed to agree on a new deal without a service interruption. That deal meant no service interruption for viewers of the Fox television stations, Fox, Fox Cable Networks and Fox’s Regional Sports Networks.

That deal also covers Bright House Networks sibscribers in Florida.

DirecTV and Versus have not come to terms and Versus has been dark on DirecTV since Nov. 11, 2009.

Contract disputes between programmers and cable operators are not new, and the precedent likely applies to telcos and their application providers and handset providers as well. Which is to say that although all the value chain or ecosystem partners rely on each other to create end user value, each participant has a specific role in the value chain and distinct financial interests that have to be accommodated.

The same sort of thing exists in the online video and music and e-book reader spaces as well. The point is that there is a temptation to see application providers and Internet access providers as enemies with little in common. In fact, applications make networks valuable, and without networks, the increasing number of valuable network-based services cannot work.

Of late there are signs some of the former tension between Google and some ISPs, for example, has melted. Google and Verizon are working together on creating applications and optimizing Android device operation on the Verizon network, for example.

That isn't to deny that some amount of tension always will exist between ISPs and application providers. As the cable, music (Apple and music companies) and online video examples illustrate, each participant always will seek to maximize their own value and revenue within the overall value chain and ecosystem.

Financial interests are distinct, not identical. Ultimately, though, a stable ecosystem producing end user value will benefit from some stable understanding that key value chain participants all must profit, if the widest use of new applications and maximum end user experience are to be supported.

It won't be easy. Skype is a contributor to the declining value of basic voice revenues, for example. App developers obviously want to secure a place in the revenue and value chains. ISPs want to continue restructuring their own revenue models away from voice and towards new services based on IP networks.

Over-the-top app providers often believe they "don't need the ISPs." But over time, as the cable example shows, and as music, video and print content value chain participants will have to continue to work out, the best outcome is a flourishing new value chain where the key participants all win. That's best for providers and best for end users. Though it certainly will not be easy, it is the best way forward.

Wednesday, April 22, 2009

Cablevision Systems Corp. Introduces Mobile Portal

If you are looking for some idea of what a cable-centric wireless service might look like, consider what Cablevision Systems Corp. is doing. After putting into place an extensive metro Wi-Fi network, it is launching a  mobile version of its Optimum.net Web portal that's designed for all forms of cellular handsets but tailored for the company's 2.5 million cable modem subscribers.

The new mobile platform, accessible to handset browsers at m.optimum.net, is starting off with features including email, local traffic, weather, movie theater info, and access to Cablevision's digital TV lineup, but a remote DVR scheduler is on the roadmap.

Thursday, December 20, 2007

Digital TV Transition: Not Y2K

In February 2009, all over-the-air analog TV broadcasting will be shut off. Some observers are concerned that consumers aren't acutely aware of the coming changes, resulting in massive disruption of the TV experience on the day of the analog broadcasting shut off.

Maybe not. The only potentially-affected customers are those who rely solely on over-the-air signal reception. Customers of cable, satellite or telco TV services won't have to do anything. To be sure, cable, satellite or telco TV providers will have to supply a new digital decoder if one is not already in place. But the point is that the providers will take care of their own customers, and that's 85 percent to 90 percent of all TV viewers.

Of those customers who have over-the-air connections, those who have bought TVs with digital tuners will not notice anything other than universally-better pictures. So the real issue lies with a single-digits number of viewers who have analog-only tuners.

By the time the transition nears, every mass market electronics retailer will have taken steps to push the sale of digital decoders. So this will not be anything like a feared "Y2K" event.

Wednesday, December 19, 2007

700-MHz Bidders Surface



Some 266 bidders for 700 MHz spectrum auction have surfaced so far. Not all the bidders will content for the national C block, though. Many of the bidders are small, independent telephone companies angling for local blocks of spectrum. But a few cable companies also are on the list. Of course, over time those fragmented allocations probably will be rolled up into larger networks, as has always happened in the past.

The bidders include Google (GOOG) Airwaves Inc.; Towerstream; Vulcan Spectrum;
Alltel; AT&T Mobility Spectrum; CenturyTel Broadband Wireless; Chevron; Cincinnati Bell Wireless; Cox Wireless; Iowa Telecommunications Services; MetroPCS 700 MHz; Qualcomm
Cablevision (CSC Spectrum Holdings); Verizon Wireless (Cellco Partnership) and Advance/Newhouse.

Tuesday, December 18, 2007

FCC Reimposes Market Share Cap

The U.S. Federal Communications Commission has voted to impose a limit on the size cable operators can reach on a nationwide basis, limiting any single company from controlling more than 30 percent of total subscribers. The FCC in the past has maintained such a rule, but the limit was invalidated by a court decision in 2001.

Consumer groups say a strict limit on cable television system ownership is needed to prevent them from dominating television programming and Internet services and from blocking video competitors.

As a practical matter, the FCC action could affect merger deals Comcast Corp. would like to pull off, as Comcast already has about 27 percent. The rule might also affect smaller operators like Charter Communications and Cablevision , as it might rule out their acquisition by Comcast.

Monday, October 1, 2007

Skype Valued at $1.7 Billion


Skype is worth $1.7 billion, based on charges EBay has taken both for the Skype acquisition and payments to outgoing CEO Niklas Zennstrom, who has left EBay.

Since the second quarter, EBay CEO Meg Whitman has made clear its concern that Skype is not delivering financial results on the scale EBay had expected.

At the time of the acquisition, eBay and analysts trumpeted the move as a way to increase higher end auction sales by making it simple to connect buyers and sellers by voice. So far, it appears the synergies haven't materialized in any significant way.

Skype also has more competition these days from alternate providers offering calling from mobile handsets and standard analog telephones that provide a reasonable alternative for some applications.

PC-based calling remains the Skype mainstay, despite the availability of Skype-compliant phones, as probably had to be expected. There's nothing wrong with that. But the consumer electronics industry has proven the difficulty of getting mass adoption of specialized appliances of all sorts.

Then again, unified communications and messaging now have the attention in the business space, while video and audio get the attention in the consumer space. VoIP also is a victim of its own success. Now that it has become a mainstream product, it is, well, just a product.

Also, beyond obvious cost savings in the enterprise, small, medium business and consumer spaces, it might be hard to argue that VoIP has had the impact of text messaging, instant messaging, simultaneous ring, visual voice mail or "presence." True, some of those features are enabled by or enriched by VoIP, but the value is harder to convey in a marketing message, at least in the North American market.

We seem to have moved beyond the simple "cheap calling" stage and into a much more complex "new capability" stage in some sense. But that's a harder, more complex sell with a longer adoption cycle.

On the other hand, the market for IP-based replacement of voice lines is quite large, in comparison.

In its most recent quarter, Skype booked $90 million in revenue. Assume Skype does not worse than that for a whole year, generating $360 million in revenue. Attributing just $20 a month in revenue for U.S. digital voice accounts, and assuming just four million U.S. subs, the U.S. cable industry is earning $960 million a year selling VoIP services.

Even beleaguered Vonage, at its present pace, will book revenue of $784 million over a year.

Thursday, July 26, 2007

SunRocket, Vonage Not the Whole Story

As much as people think VoIP providers (other than cable) have got traction problems in the U.S. market, that is far from the case elsewhere. In western Europe, for example, independent VoIP providers are not only the market share leaders, but their share of market might actually be increasing, even though major incumbent telcos are actively in the market as well.

And where U.S. cable providers including Comcast, Cox, Time Warner and Cablevision are the new driving force for VoIP-driven POTS replacement, that is hardly the case in western Europe, where cable operators still have relatively slight market share.

Still, there is no denying the traction problem. According to analysts at TeleGeography, VoIP growth already has hit a plateau in the U.S. market. In western Europe growth rates not only have accelerated but might not hit a peak until 2008, says TeleGeography.

Hence the interest in VoIP 2.0, the integration of voice services with Web and enterprise applications, portals, email, documents, gaming and other end user experiences.

"Tokens" are the New "FLOPS," "MIPS" or "Gbps"

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