Light Reading
Also: SeaChange cuts headcount; Comcast beefs up Internet Essentials; DTAs pay for Technicolor; SlingPlayer's on Fire

Comcast, VZ Wireless Bundle Up in the Bay

Jeff Baumgartner
LR Cable News Analysis
Jeff Baumgartner
2/1/2012
50%
50%

Welcome to the cable news roundup, Hump Day edition.

  • Comcast Corp. (Nasdaq: CMCSA, CMCSK) and Verizon Communications Inc. (NYSE: VZ) have extended their cross-marketing deal to the Bay Area, allowing cable subs there to bundle mobile services, reports The San Jose Mercury News. Verizon Wireless , in turn, can also resell the MSO's video, voice and Internet services. Comcast and Verizon Wireless have already launched the co-marketing program in Portland, Ore. and Seattle. Other MSOs that are in on the deal -- Time Warner Cable Inc. (NYSE: TWC), Cox Communications Inc. and Bright House Networks -- have yet to launch similar bundles in their respective territories. All four MSOs have separate deals in the works to sell their Advanced Wireless Services (AWS) spectrum to Verizon Wireless for about US$4 billion. (See Sparks Start to Fly in VZ Wireless-MSO Deal and Comcast Subs Get a Taste of Verizon.)

  • SeaChange International Inc. (Nasdaq: SEAC) said it will save $5 million annually from cost cuts and other operations-streamlining measures that primarily involve headcount reductions. SeaChange wouldn't say how many employees were let go, but a spokesman noted that the reductions occurred throughout the company's fiscal fourth quarter, which ended Jan. 31. The cuts follow a recent shake-up at the video software specialist. (See SeaChange Off the Block, CEO Exits and SeaChange CFO Quits.)

  • Comcast has sweetened and expanded Internet Essentials, a voluntary commitment linked to the company's acquisition of NBCUniversal LLC that helps low-income families access cable modem services. Among the changes, the MSO has doubled the program's downstream speed to 3 Mbit/s and has extended the qualifying criteria to include families with children that are eligible to receive reduced-price school lunches, a move that will expand the number of qualifying families to 2.3 million. It was originally offered to families that are eligible to receive free lunches under the National School Lunch Program. Comcast estimates that the program has connected 41,000 families and distributed about 5,500 discounted PCs. (See Comcast Goes Big With 'Internet Essentials'.)

  • Harmonic Inc. (Nasdaq: HLIT) earned 12 cents per share on revenues of $144 million, $2 million better than Wall Street expectations. The impressive thing is that it did that without having Comcast as a 10 percent-or-better customer for the first time since the second quarter of 2006, noted Jefferies & Co. Inc. analyst James Kisner.

  • Technicolor SA (Euronext Paris: TCH; NYSE: TCH) says it has sold more than 10 million DTAs to North American cable MSOs. Comcast, one of the vendor's bigger DTA buyers, is using the simple, one-way channel zapper to fuel Project Cavalry, its analog spectrum reclamation initiative. Standard-def DTAs run about $35 each; a new breed of hi-def versions are expected to sell for less than $50 per unit. (See Comcast Starts to Kiss Analog TV Goodbye and Comcast HD-DTAs Reach the FCC.)

  • Boxee has shelved its PC-based application as it begins to place all its emphasis on the broadband-connected Boxee Box and a plan to integrate its platform on other types of consumer devices, reports NewTeeVee. (See A Virtual MSO Shall Rise, Boxee CEO Says.)

  • Sling Media Inc. 's SlingPlayer app for the Amazon.com Inc. (Nasdaq: AMZN) Kindle Fire tablet debuted Tuesday. It'll set you back $29.99.



    — Jeff Baumgartner, Site Editor, Light Reading Cable



    (1)  | 
    Comment  | 
    Print  | 
  • Newest First  |  Oldest First  |  Threaded View
    joanengebretson
    50%
    50%
    joanengebretson,
    User Rank: Light Beer
    12/5/2012 | 5:43:44 PM
    re: Comcast, VZ Wireless Bundle Up in the Bay


    It's very interesting that Comcast is expanding Internet Essentials. There has been research showing that a high percentage of low-income people who sign up for limited-time discounted broadband keep the service after the discount ends. But Comcast doesn't have that kind of track record yet.


    I can only assume the company's profit margin on the discounted service is sufficient. Maybe the company is also finding that it helps keep video subscribers, etc.


    Other cable companies, including Time Warner, also have similar discounted broadband offerings for low-income users planned as part of the FCC's Connect 2 Compete initiative. It will be interesting to see if these companies eventually raise prices or whether prices remain at the discounted level.

    Flash Poll
    LRTV Documentaries
    Sprint's Network Evolution

    7|24|14   |   14:59   |   (0) comments


    Sprint's Jay Bluhm gives a keynote speech at the Big Telecom Event (BTE) about Sprint's network and services evolution strategy, including Spark.
    LRTV Documentaries
    BTE Keynote: The Software-Defined Operator

    7|24|14   |   18:43   |   (1) comment


    Deutsche Telekom's Axel Clauberg explains the concept of the software-defined operator to the Big Telecom Event (BTE) crowd.
    Light Reedy
    Numbers Are In: LR's 2014 Salary Survey

    7|24|14   |   1:25   |   (2) comments


    Our fourth annual Salary Survey paints a picture of who's hiring, firing, earning, and yearning for a change in the telecom industry.
    LRTV Custom TV
    Driving the Network Transformation

    7|23|14   |   4:29   |   (0) comments


    Intel's Sandra Rivera discusses network transformation and how Intel technologies, programs, and standards body efforts have helped the industry migration to SDN and NFV.
    LRTV Custom TV
    Distributed NFV-Based Business Services by RAD

    7|18|14   |   5:38   |   (0) comments


    With the ETSI-approved Distributed NFV PoC running in the background, RAD's CEO, Dror Bin, talks about why D-NFV makes compelling sense for service providers, and about the dollars and cents RAD is putting behind D-NFV.
    LRTV Custom TV
    MRV Accelerating Packet Optical Convergence

    7|15|14   |   6:06   |   (0) comments


    Giving you network insight to make your network smarter.
    LRTV Custom TV
    NFV-Enabled Ethernet for Generating New Revenues

    7|15|14   |   5:49   |   (0) comments


    Cyan's Planet Orchestrate allows service providers and their end-customers to activate software-based capabilities such as firewalls and encryption on top of existing Ethernet services in just minutes.
    LRTV Custom TV
    Symkloud NVF-Ready Video Transcoding, Big Data

    7|9|14   |   3:41   |   (0) comments


    Kontron and ISV partner Vantrix demonstrate high-performance video transcoding and data analytic solutions on same 2U standard platform that is ready for SDN and NFV deployments made by mobile, cable and cloud operators.
    LRTV Huawei Video Resource Center
    The Evolving Role of Hybrid Video for Competitive Success

    7|4|14   |   4:09   |   (0) comments


    At Huawei's Global Analysts Summit in Shenzhen, China, Steven C. Hawley from TV Strategies speaks to us about the evolving role of hybrid video for competitive success.
    LRTV Huawei Video Resource Center
    How CSPs Leverage Big Data in the Digital Economy

    7|4|14   |   4:48   |   (2) comments


    Justin van der Lande from Analysys Mason shares with us his views on how telecom operators can leverage customer asset monetization with big data. His discusses the current status of big data applications and the challenges and opportunities for telecom operators in the digital economy era.
    LRTV Huawei Video Resource Center
    Accelerator for Digital Business Future Oriented BSS

    7|4|14   |   3:08   |   (0) comments


    Mobile and internet are becoming intertwined; IT and CT are integrating; and leading CSPs have begun to transform to information service and entertainment providers. How should the BSS system evolve to enable this transformation? Karl Whitelock, an analyst at Frost & Sullivan, shares his views.
    LRTV Huawei Video Resource Center
    Orange Tunisia Discusses Multi-Band Antenna With EasyRET Solution

    7|4|14   |   2:45   |   (0) comments


    As new site acquisition becomes more difficult, Orange Tunisia has requested multi-band antenna to support UMTS and LTE innovation. Some things considered include reducing the cost of antenna maintenance and having high reliability antenna and EasyRET solution.
    Upcoming Live Events!!
    September 16, 2014, Santa Clara, CA
    September 16, 2014, Santa Clara, CA
    October 29, 2014, New York City
    November 11, 2014, Atlanta, GA
    December 9-10, 2014, Reykjavik, Iceland
    June 9-10, 2015, Chicago, IL
    Infographics
    Allot's latest MobileTrends Charging Report shows that value-based pricing plans are up from 35% in 2011 to 85% in 2014.
    Today's Cartoon
    Vacation Special Caption Competition Click Here
    Latest Comment
    Hot Topics
    The Municipal Menace?
    Jason Meyers, Senior Editor, Utility Communications/IoT, 7/22/2014
    Cisco Puts a Fog Over IoT
    Sarah Reedy, Senior Editor, 7/23/2014
    GM: 10 Car Models on Road With AT&T's LTE
    Dan Jones, Mobile Editor, 7/18/2014
    Apple Earnings: Strong iPhone Sales, iPad Sales Slump, $7.8B Profit
    Mitch Wagner, West Coast Bureau Chief, Light Reading, 7/22/2014
    Like Us on Facebook
    Twitter Feed