Here's what's moving and shaking in broadband and cable this morning.
Time Warner Cable Inc. (NYSE: TWC) won't give up its direct relationships with subscribers, but it's open to the idea of giving up some control of the user interface to alternative platforms, including Apple Inc. (Nasdaq: AAPL)'s, company President and COO Rob Marcus said Wednesday at a Goldman Sachs & Co. investors conference. His comments come into play as rumors spread that Apple's been in discussions about forming relationships with cable operators, including TW Cable, so an Apple-made set-top could deliver subscription TV programming. Meanwhile, TW Cable has developed a cloud-based UI of its own. (See Would an Apple Set-Top Box Pay Off? and Apple's Pay-TV Path May Run Through Cable .)
Comcast Corp. (Nasdaq: CMCSA, CMCSK)'s selection of a new super-charged Wi-Fi voice/data gateway from Technicolor (Euronext Paris: TCH; NYSE: TCH) could dent Arris Group Inc. (Nasdaq: ARRS) earnings next year, Jefferies & Company Inc. analyst James Kisner surmised in a research note. He expects Arris to keep its majority share of Wi-Fi-capable voice modem shipments at Comcast and kept his buy rating on the stock, but he's now anticipating Arris to earn $1 per share on revenues of $1.38 billion in 2013, versus an earlier forecast of $1.10 per share and $1.49 billion. (See Comcast's Technicolor Dream Gateway.)
Canadian operator Shaw Communications Inc. has launched a TV Everywhere service that initially works on iOS devices. The first phase of the service, called Shaw Go, offers access to HBO content and the MSO's subscription-based Movie Central service. Shaw says it will add live TV streaming, more VoD and a slate of family-focused programming "in the coming months."
Roku Inc. said its new over-the-top video Streaming Stick will sell for $99.99 when it goes on sale in October. The device, which resembles a USB flash drive, will initially be compatible with several TV models from Apex Digital, Insignia (Best Buy's CE brand) and Hitachi America Ltd. Other named CE partners include Element Electronics, GlobalVue International, Haier, Mitsubishi Electric, Onkyo and Integra.
Comcast has drafted retired Super Bowl-winning coach and current NBC football analyst Tony Dungy as the national spokesman for the MSO's Internet Essentials program for students of low-income families. More than 100,000 qualified families signed up during the first year of the program, which offers broadband for $9.95 per month and a $149.99 voucher good toward the purchase of a PC. (See Comcast: 100K Families Take Internet Essentials Tier and Comcast Goes Big With 'Internet Essentials'.)