Bazinet reasons that such a merger, which would create a 37 million-sub MSO monster, would benefit from $2.7 billion in cost synergies (including $1.6 billion in better programming costs), and that the combo would represent just 37 percent of the U.S. pay TV universe.
But it doesn’t appear that Comcast is in a big hurry to pull the trigger on any cable system acquisitions. Speaking at a Bank of American Merrill Lynch Media conference earlier this week, Comcast COO Steve Burke said the MSO would look to get bigger "if the economics were right.
"We don't wake up every day saying, 'How do we get bigger in cable?'" he continued, "But if there is a way to acquire cable systems for what we consider to be a good price, ones that are contiguous or well-managed, we would certainly look at whatever was out there."
Some consumer electronics interests are against it, claiming that such a waiver would dampen consumer interest in products that are subject to such a waiver. Cable, predictably, thinks the opposite, holding that the waiver "would add consumer choices, rather than reduce them: the movies which would be provided using SOC would not have otherwise been provided in such an earlier viewing window due to content provider security concerns."
According to an ex parte filing by the NCTA, cable spelled out that argument Wednesday, during a meeting with several FCC Media Bureau staffers, including bureau chief William Lake. NCTA general counsel Neal Goldberg and TWC EVP of technology policy and product management Kevin Leddy were among the cable guys at the meeting.
In part, they described how cable would technically implement an SOC-enabled service. Not much of that detail is in the filing, but it did note that cable MSOs would use existing digital connectors and content-protection technologies to keep the movies safe from meddlesome pirates.
Bresnan marks Clearleap's largest announced win so far. The startup's first score was with Atlantic Broadband. Clearleap has close to 20 deployments, according to a spokesman. (See Clearleap Jumps on First Win.)
— Jeff Baumgartner, Site Editor, Cable Digital News