Light Reading
Also: Ziggo goes for IPO; Comcast still says no to usage-based broadband; fewer than 1M Google TV devices activated

Knology Surges on M&A Speculation

Jeff Baumgartner
LR Cable News Analysis
Jeff Baumgartner
2/29/2012
50%
50%

Welcome to the cable news roundup, Leap Day edition.

  • Knology Inc. (Nasdaq: KNOL) shares jumped US$1.66 (10.5 percent) to $17.47 Tuesday amid speculation that the competitive cable overbuilder is on the block and could fetch about $1.5 billion, according to the Wall Street Journal. Private equity firms are among those that are sniffing around, the paper said. Knology had a decent 2011, pulling in a profit of $43.1 million, up 115 percent, on revenues of $518.6 million, up 12.7 percent year-on-year. The M&A chatter comes amid continuing consolidation of Tier 2 cable providers, including pending purchases of Insight Communications Co. Inc. by Time Warner Cable Inc. (NYSE: TWC), and SureWest Communications (Nasdaq: SURW) by Consolidated Communications Inc. (See Consolidated to Buy SureWest for $340.9M and TW Cable's $3B Insight Buy Gets FCC OK.)

  • Dutch MSO Ziggo B.V. filed for an initial public offering Wednesday, looking to list shares on the Amsterdam exchange and raise more than $1.3 billion, according to Bloomberg. Ziggo's going public amid rumors that Liberty Global Inc. (Nasdaq: LBTY)'s has shown interest in the cable operator, which ended 2011 with about 3 million video subscribers.

  • Comcast Corp. (Nasdaq: CMCSA, CMCSK) CFO and Vice Chairman Michael Angelakis reaffirmed at a Morgan Stanley investor conference Tuesday that the MSO has no plans to deploy a usage-based broadband policy such as the optional one TW Cable has put in place in southern Texas. "We have a very high customer satisfaction rating and we don't really want to rock the boat on that product," he said. Comcast does have an "excessive use" policy for residential broadband that caps monthly consumption at 250GB. (See Usage-Based Broadband Returns to TW Cable and Comcast Draws the Line at 250GB.)

  • The Senate Antitrust Subcommittee has scheduled a hearing on Verizon Wireless 's proposed deal to purchase Advanced Wireless Services (AWS) spectrum from four cable operators for March 21, reports Multichannel News. (See Cable-VZ Wireless Deals to Face Senate Grilling .)

  • Fewer than 1 million Google TV devices are in use, says NewTeeVee, basing that estimate on the current active install base for the TV and Movies app, which comes pre-installed and serves as the Android-based device's core programming guide.

  • thePlatform Inc. , the Comcast-owned media publishing firm, has notched a deal to handle the TV Everywhere management needs of A&E Networks, which runs A&E, The History Channel, Lifetime Networks and The Biography Channel.

    — Jeff Baumgartner, Site Editor, Light Reading Cable



    (3)  | 
    Comment  | 
    Print  | 
  • Newest First  |  Oldest First  |  Threaded View
    Jeff Baumgartner
    50%
    50%
    Jeff Baumgartner,
    User Rank: Light Beer
    12/5/2012 | 5:41:05 PM
    re: Knology Surges on M&A Speculation


    Speaking of M&A, TW Cable closed it's purchase of Insight Communications Wed. at high noon. JB

    Jeff Baumgartner
    50%
    50%
    Jeff Baumgartner,
    User Rank: Light Beer
    12/5/2012 | 5:41:04 PM
    re: Knology Surges on M&A Speculation
    Kit digital was the supposed suitor but theplatform squashed that one right away.
    msilbey
    50%
    50%
    msilbey,
    User Rank: Blogger
    12/5/2012 | 5:41:04 PM
    re: Knology Surges on M&A Speculation
    About Comcast selling off thePlatform? Doesn't look like that amounted to much.
    Educational Resources
    sponsor supplied content
    Educational Resources Archive
    Flash Poll
    From The Founder
    It's clear to me that the communications industry is divided into two types of people, and only one is living in the real world.
    LRTV Custom TV
    Advantech Accelerates 100G Traffic Handling

    10|17|14   |   7:56   |   (0) comments


    Paul Stevens from Advantech explains why handling 100GbE needs a whole new platform design approach and how Advantech is addressing the needs of equipment providers and carriers to give them the flexibility and performance they will need for SDN and NFV deployment.
    LRTV Huawei Video Resource Center
    Holland's Imtech Traffic & Infra Discusses Huawei's ICT Solution and Services

    10|16|14   |   4:49   |   (0) comments


    Dimitry Theebe is from the business unit at Imtech Traffic & Infra which delivers communications solutions for transportations. His partnershp with Huawei began about a years ago. In this video, Theebe speaks more about this partnership and what he hopes to accomplish with Huawei.
    LRTV Huawei Video Resource Center
    Huawei's Comprehensive Storage Solutions Vital for SVR

    10|16|14   |   6:16   |   (0) comments


    SVR Information Technology provides cloud services for academic and special sectors. With Huawei's support, SVR and Yildiz Technical University has established Turkey's largest and most advanced High Performance Computing system. CSO Ismail Cem Aslan talks about what he hopes Huawei's OceanStor storage system will bring for him.
    LRTV Huawei Video Resource Center
    Mexico's Servitron's Impression of Huawei at CCW 2014

    10|16|14   |   6:35   |   (0) comments


    Servitron is a network operator in Mexico that has been in the trunking industry for the past 20 years. Its COO, Ing. Ragnar Trillo O., explains at Critical Communications World 2014 that his company has been interested in the long-term evolution of LTE technology and its adoption for TETRA.
    LRTV Huawei Video Resource Center
    Building a Better Dubai

    10|16|14   |   2:06   |   (0) comments


    Abdulla Ahmed Al Falasi is the director of commercial affairs, a telecommunications coordinator for the government of Dubai. Their areas of service span across multiple industries, including police, safety, shopping malls and more. In this video, Abdulla talks about his department's work with Huawei.
    LRTV Huawei Video Resource Center
    Huawei Lights Up Malaysia Partner Maju Nusa

    10|16|14   |   1:59   |   (0) comments


    Malaysia's Maju Nusa is an enterprise partner to Huawei in networking, route switches and telco equipment. At this year's Critical Communications World in Singapore, CTO Pushpender Singh talks about what Huawei's eLTE solutions mean to his company and for Malaysia.
    LRTV Custom TV
    Evolving From HFC to FTTH Networks

    10|15|14   |   2:19   |   (0) comments


    Cisco's Todd McCrum delves into the future of cable's HFC plant, examining how DOCSIS 3.1 and advanced video compression will extend its life and how the IP video transition will usher in GPON and EPON over FTTH.
    LRTV Custom TV
    Exploring the Future of Cable Access

    10|15|14   |   6:23   |   (0) comments


    Cisco's Brett Wingo looks at where cable access architectures are heading, discussing the impact of DOCSIS 3.1, CCAP, Remote PHY, SDN, virtualization of cable networks and related technologies.
    LRTV Custom TV
    Optimizing & Monetizing WiFi

    10|15|14   |   5:53   |   (0) comments


    Cisco's Vince Pandolfi outlines the reasons for cable WiFi's rapid growth, lays out the issues with the technology and explains the new Cisco tools that can help operators monitor and improve their WiFi delivery.
    LRTV Huawei Video Resource Center
    Emulex & Huawei Collaboration Mutually Beneficial

    10|14|14   |   4:17   |   (0) comments


    US company Emulex collaborates with Huawei in areas such as blade servers and workload documentation. Mike Heumann of Emulex believes that Huawei has done incredibly well moving from a telecom company into servers and networks, working closely with customers to realize their needs.
    LRTV Huawei Video Resource Center
    Chile's VZION Looks Forward to Seeing More of Huawei

    10|14|14   |   4:43   |   (0) comments


    VZION is a systems integrator company in Chile with a focus on virtulization technology. In this video, Cesar Alcacibar talks about the challenges in virtualization and how Huawei helps his company to achieve the best results possible. Alcacibar is expecting more adoption and integration of Huawei technologies in Chile.
    LRTV Huawei Video Resource Center
    Pro-Datech & Huawei for a High-Tech Singapore

    10|14|14   |   2:59   |   (0) comments


    Pro-Datech Systems is a specialty IT solution provider based in Singapore. For an added value to its customers, the company uses Huawei's hardware and trusted performance and features for a total solution. It's looking forward to the creation of a lab, to be based in Singapore, for the two companies' coorporation on total storage solution.
    Upcoming Live Events
    October 29, 2014, New York City
    November 6, 2014, Santa Clara
    November 11, 2014, Atlanta, GA
    December 2, 2014, New York City
    December 3, 2014, New York City
    December 9-10, 2014, Reykjavik, Iceland
    June 9-10, 2015, Chicago, IL
    Infographics
    WhoIsHostingThis.com presents six of the world's most extreme WiFi hotspots, enabling the most epic selfies you can imagine.
    Hot Topics
    Forget the Internet, Brace for Skynet
    Stephen Saunders, 10/15/2014
    HBO Will Go OTT in 2015
    Mari Silbey, Independent Technology Editor, 10/15/2014
    Google: Carriers & Cloud Providers Need to Cooperate
    Mitch Wagner, West Coast Bureau Chief, Light Reading, 10/16/2014
    Could Data Be the New 'Currency'?
    Ray Le Maistre, Editor-in-chief, 10/16/2014
    CBS Takes OTT Plunge
    Mari Silbey, Independent Technology Editor, 10/16/2014
    Like Us on Facebook
    Twitter Feed