Agreement with Scopia Capital Management leads to some wild speculation about what it all means, but it appears that the motivations behind it are much more straightforward.
Product integrations alongside a broader refresh would be an obvious catch-up move against the likes of Amazon, Google and even Roku.
The story is not done playing out, but the road leading to CommScope's decision to spin out its Home Networks division has taken many twists and turns, crossing the paths of Digeo, Motorola and Google along the way.
Winding down of T-Mobile's in-house pay-TV service and teaming with YouTube TV and Philo is 'an incremental positive' for T-Mobile, analyst says. Will other MobiTV partners follow suit?
The discussion is no longer about offering a low-margin OTT-TV service out of Comcast's footprint, but about generating scale for a broader platform supported by a much more diverse economic ecosystem.