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Jeff Baumgartner
Jeff Baumgartner
12/5/2012 | 4:46:04 PM
re: Ex-Cablevision COO Becomes Charter CEO


In cast you're keeping score, Cablevision has 3.26M video subs and Charter has 4.13 million video subs.


Any one willing to guess when Charter will deploy its version of the network DVR? I give them until next fall. JB

Jeff Baumgartner
Jeff Baumgartner
12/5/2012 | 4:46:02 PM
re: Ex-Cablevision COO Becomes Charter CEO


ISI Group's Vijay Jayant points out in a note issued this morning that  Rutledge will have his work cut out for him at Charter. It's less densly clustered (operating in 25 states) with an "embarrassingly low" video penetration of  35% of homes passed, lagging the field, and its voice and data metrics aren't all that great either.


"Yet given Mr. Rutledge's decision to take on the "Charter Challenge" - in one of the toughest cities in the US, mind you - is indicative to us that at 58 years old, he's got plenty of fight in him," the analyst added..  JB

AESerm
AESerm
12/5/2012 | 4:46:01 PM
re: Ex-Cablevision COO Becomes Charter CEO


Rutledge may have his work cut out for him as Jayant says, but if analysts such as Bernstein Research are correct, coaxing more growth out of CVC would have been no cake walk either. In addition to N-DVR, I'd keep an eye out for a la carte and Netflix.

Jeff Baumgartner
Jeff Baumgartner
12/5/2012 | 4:46:00 PM
re: Ex-Cablevision COO Becomes Charter CEO


right, i think the point is that Cablevision's already exhausted its growth potential from an organic standpoint, whereas Charter has plenty to go after... and Rutledge knows a bit about how to maximize that , though it will be a much different kind of challenge at Charter. JB

craigleddy
craigleddy
12/5/2012 | 4:45:59 PM
re: Ex-Cablevision COO Becomes Charter CEO


Charter is a challenge, which is why I was a bit surprised about Rutledge's move, but he is first and foremost an operations guy and he is no stranger to disparate cable operations. There could be upside through improvements in Charter's operations and efficiency. As for new products, my bet is he'll start by looking to get more out of existing product lines such as business services.            


 



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