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DirecTV Sees US Sub Slowdown

Today's cable news roundup leads off with slow subscriber rates at DirecTV Group Inc. (NYSE: DTV), giving more ammunition to Dish Network LLC (Nasdaq: DISH)'s strategy to transform its business. (See Charlie Ergen's Spectrum Grab and Dish's Latest Buy Is a Blockbuster .)

  • DirecTV Group Inc. (NYSE: DTV) didn't lose video subs in the second quarter like many of its cable competitors did, but the satellite TV giant's rate of sub adds in the U.S. has slowed to a crawl as the market becomes increasingly saturated. DirecTV's 26,000 net sub additions (whiffing Wall Street's expected 57,000) marked the company's lowest total ever, Sanford C. Bernstein & Co. Inc. analyst Craig Moffett pointed out in a research note. DirecTV's big bright spot was Latin America, where it signed on 473,000 net new subs.

  • Technicolor (Euronext Paris: TCH; NYSE: TCH) is building the custom adapter that Comcast Corp. (Nasdaq: CMCSA, CMCSK) will use to run a Skype Ltd. -powered service that turns HD sets into videophones. (See Comcast Skypes to the TV and Comcast's Self-Serve Skype Scheme.)

  • Some AT&T Inc. (NYSE: T) broadband customers are whining that the telco has been slow to offer meters that track their data consumption, while others are complaining about meter accuracy. AT&T's new policy sets a monthly 150GB cap on DSL and a 250GB cap on U-verse tiers before subs face excess charges. (See AT&T to Fit Subs With Broadband Caps .)

  • HBO Go is coming to game consoles and connected TVs, but access will be limited to "authenticated" customers -- those that subscribe to HBO via a traditional pay-TV service provider.

  • EchoStar Corp. LLC (Nasdaq: SATS)'s Sling Media Inc. is reportedly in talks with at least two Indian service operators -- Bharti Airtel Ltd. (Mumbai: BHARTIARTL) and Reliance Industries Ltd. (RIL) -- about bundling the Colorado-based vendor's video place-shifting device.

  • The Gizmo Lovers blog points out that Cablevision Systems Corp. (NYSE: CVC) has introduced a self-install CableCARD kit. The Federal Communications Commission (FCC) 's new rules go live Aug. 8, but MSOs have until Nov. 1 to meet the self-install provision. (See New Rules! .)

  • Get your thinking caps on if you're heading to Atlanta in November to attend the Cable-Tec-Expo. The Society of Cable Telecommunications Engineers (SCTE) said it's doubling the number of engineering sessions and workshops, with IP video among the hotter topics.

    — Jeff Baumgartner, Site Editor, Light Reading Cable



  • comtech3 12/5/2012 | 4:56:57 PM
    re: DirecTV Sees US Sub Slowdown

    Wither 900 phone calls because the pornies are going to have a field day with this one.I don't think this is a good idea,especially with child pornography on the rise.

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