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Content by Jeff Baumgartner
Jeff Baumgartner
Member Since: April 9, 2007
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Blog Posts: 4125
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Is the Worst Over for US Pay-TV?
News Analysis  | 
8/15/2019  |  1 comment
As the rate of US video subscriber losses accelerated to a record high in Q2, a top analyst wonders if those losses are about to slow down and stabilize.
CommScope Swaps Leadership of Its CPE Biz
News Analysis  | 
8/15/2019  |  Post a comment
Former Scientific-Atlanta and Cisco exec Joe Chow to succeed Larry Robinson, a move that will spark more speculation about the future of the set-top and modem business that CommScope acquired from Arris.
New Disney Pact Paves Way for Charter to Offer Hulu, ESPN+, Disney+
News Analysis  | 
8/14/2019  |  Post a comment
Distribution of premium subscription streaming services are contemplated in new, wide-ranging deal between The Mouse and Charter.
Deal Pushes ViacomCBS Past Netflix in Programming Spend
The Bauminator  | 
8/14/2019  |  Post a comment
Combined company only will trail Disney, Comcast/NBCU and AT&T/WarnerMedia in that category as streaming battle intensifies.
Huawei Cuts Back on Cable
News Analysis  | 
8/14/2019  |  Post a comment
Chinese vendor is backing away from the cable network business amid pressures from the US-China trade war and the loss of critical business with cable operators in portions of Europe, industry sources said.
CBS, Viacom Strike Deal to Combine
News Analysis  | 
8/13/2019  |  Post a comment
The combined company, to be called ViacomCBS, said it would become a global powerhouse that can pump out premium content at grander scale and use OTT and other direct-to-consumer channels to stoke growth.
Consolidated Streams Into the Future With 'CCiTV'
News Analysis  | 
8/13/2019  |  Post a comment
Joins OTT-TV and satellite TV options in northern New England with a new streaming video service, running on Android TV boxes and a range of retail devices.
CommScope Seeking New Leader for Ruckus Unit
News Analysis  | 
8/13/2019  |  Post a comment
CommScope CTO Morgan Kurk is running Ruckus on interim basis following recent departure of unit's former president, Ian Whiting.
OSTV Now: Omniverse Exec Offers One-Stop Shop for TV
The Bauminator  | 
8/12/2019  |  Post a comment
Slated for launch in early September, the new offering will include a package of more than 50 US television channels, including 'faith-based,' premium and international channels.
Top US Pay-TV Providers Dump Record 1.53M Subs in Q2
News Analysis  | 
8/12/2019  |  Post a comment
Gains by OTT-TV services don't make up for the bloodshed in typically tough period for service providers.
Cisco Halts Investment in Full Duplex DOCSIS
News Analysis  | 
8/9/2019  |  1 comment
Says it's suspending spending on FDX until market timing, ecosystem development and size of the market opportunity can be quantified.
Roku Rocks in Q2, Sizes Up Global Expansion
News Analysis  | 
8/9/2019  |  Post a comment
Blowout quarter sees revenues rise 59%, 'active' accounts eclipse 30 million as Roku keeps streaming platform lead over Amazon, Apple and Google.
CommScope Eliminates COO Slot as Arris Biz Struggles
News Analysis  | 
8/8/2019  |  Post a comment
Departure of long-time Arris exec Bruce McClelland comes about four months after acquisition and as the unit grapples with an expected temporary decline in cable operator capital spending.
Residential Broadband, Biz Services Drive Cable One Forward in Q2
News Analysis  | 
8/7/2019  |  Post a comment
Cable One lost another 30,277 video subs in Q2, a 9.4% drop. The cable op ended the period with a pay-TV penetration rate of just 14.5%
Locast Needs More Than Luck to Beat the Broadcasters
The Bauminator  | 
8/7/2019  |  2 comments
Connections to AT&T and Dish harm Locast's position as a non-profit, do-gooder and add fuel to the arguments being set against Locast by the Big 4 US broadcasters.
Disney Preps a Super Streaming Bundle
News Analysis  | 
8/7/2019  |  Post a comment
Entertainment giant will market combo of Disney+, ESPN+ and Hulu's ad-supported SVoD service for $12.99 per month, about $5 less than the à la carte cost.
Altice USA Adds Smart Speaker to Home Lineup
News Analysis  | 
8/7/2019  |  Post a comment
Operator to sell Devialet-made 'Altice Amplify' device to Optimum and Suddenlink customers at a discount and lease it to Altice One users for $10 per month.
Comcast Expands Reach of 'Internet Essentials,' 15-Meg Remains Service's Sweet Spot
News Analysis  | 
8/6/2019  |  Post a comment
By including people with disabilities and seniors, Comcast says 3 million more homes are eligible for Internet service, subsidized PCs and digital literacy training targeted to low-income Americans.
CableLabs Looks Outward With '4Front' Event
News Analysis  | 
8/6/2019  |  1 comment
Organization hopes to draw 1,500 for 4Front, a cross-industry event set for June 23-24, 2020, in Denver that will span areas such as gaming, broadband, healthcare, AI, automotive and security.
CommScope Carves Migration Path to Remote PHY
News Analysis  | 
8/5/2019  |  Post a comment
CommScope says new remote PHY modules can be snapped into most of its deployed base of fiber nodes and allow for targeted rollouts in areas where cable operators need to add capacity.
Traditional Pay-TV Less Meaningful but Video Still Relevant, WOW CEO Says
News Analysis  | 
8/5/2019  |  Post a comment
'We absolutely do lead with broadband. That is our key product,' Teresa Elder says on WOW's Q2 call.
Former Dish Wireless Exec to Take R&D Helm at CableLabs
News Analysis  | 
8/2/2019  |  1 comment
Mariam Sorond was most recently chief wireless architect and VP of technology development at Dish.
Charter Sets Employee Tests for 'Spectrum Connectivity Platform'
News Analysis  | 
8/2/2019  |  Post a comment
Software for broadband devices, believed to support OpenWRT, designed to help customers manage and optimize in-home WiFi, tweak router settings and pause Internet connectivity.
Set TV Is Now Really, Really Dead
The Bauminator  | 
8/1/2019  |  Post a comment
California court hits alleged OTT-TV pirate with $7.6 million fine and permanent injunction on the service and the operation and distribution of a device used to stream hundreds of TV channels for just $20/month.
Casa Sees Cable Spending Perk Up in Q2
News Analysis  | 
8/1/2019  |  Post a comment
After a rough and tumble Q1, cable operators opened the spending spigots on network capacity a bit in Q2 even as many continue to explore and develop their next-gen access network strategies.
Verizon Fios Sheds 52K Video Subs, Tacks On 34K Broadband Subs
News Analysis  | 
8/1/2019  |  Post a comment
Meanwhile, 'win-share is really good' in handful of markets offering a proprietary version of Verizon's millimeter wave-powered 5G Home broadband service.
TiVo 'On Track' to Split Its Product & Licensing Businesses
News Analysis  | 
8/1/2019  |  Post a comment
Work underway to reorganize and streamline its product unit as TiVo prepares to separate itself by the second half of 2020.
Altice USA Signs AT&T to Nationwide Roaming Deal
News Analysis  | 
7/31/2019  |  2 comments
Says complementary agreement will ensure aggregate 99% nationwide coverage as Altice USA nears debut of a full MVNO mobile service developed via its Sprint partnership.
US Broadcasters Attack Locast
News Analysis  | 
7/31/2019  |  Post a comment
Lawsuit from major US broadcasters claims the AT&T-backed non-profit is retransmitting their local TV signals without authorization and violating copyright law.
Casa Hit by Downgrade as Virtualization Threatens Its Core Cable Biz
News Analysis  | 
7/31/2019  |  Post a comment
But Raymond James analyst says Casa's recent acquisition of NetComm could help the vendor gain traction in wireless and diversify its business.
AT&T Scuttling 'DirecTV Now' Brand, Confusion Ensues
News Analysis  | 
7/30/2019  |  6 comments
OTT-TV service to be recast as 'AT&T TV Now' amid plans to launch a new, high-end streaming service called 'AT&T TV' that will serve as the 'workhorse' for the company's pay-TV biz.
Dish Bucks Trend as Pay-TV Numbers Improve in Q2
News Analysis  | 
7/30/2019  |  1 comment
The pay-TV situation still isn't pretty, but Dish shed just 31,000 video subs in Q2, compared to a loss of 259,000 in Q1 2019 and a loss of 151,000 video subs in the year-ago period.
Harmonic Sheds More Light on Big 'CableOS' Deal With Comcast
News Analysis  | 
7/30/2019  |  1 comment
Four-year $175 million enterprise licensing deal covers headend software, with potential to reduce those fees should Comcast opt to buy other products, including nodes and other network hardware, from Harmonic.
Cord-Cutting Rate Set to Reach Record High in Q2
News Analysis  | 
7/29/2019  |  1 comment
Growing pay-TV losses at Comcast, AT&T and Charter indicate that traditional cord-cutting has gotten 'freaking ugly,' analyst says.
Altice USA Nearing Sale of Lightpath Stake – Report
News Analysis  | 
7/29/2019  |  Post a comment
Potential deal with Stonepeak would involve a minority piece of fiber-fueled business services unit and value the Lightpath division at about $3 billion, Bloomberg says.
You.i TV Cashing in on Multiscreen Migration
The Bauminator  | 
7/17/2019  |  Post a comment
As the traditional pay-TV biz suffers and the direct-to-consumer OTT video market rises, You.i TV has found its niche as companies on all sides seek ways to simplify the path to a wide array of screens.
C-Band Proposal Fixates on Fiber
News Analysis  | 
7/15/2019  |  1 comment
A proposal with cable industry backing to free up at least 370MHz of C-Band spectrum for 5G should make fiber providers and data center operators salivate.
Comcast Commits Millions to Harmonic's 'CableOS' Platform
News Analysis  | 
7/9/2019  |  3 comments
Under the new enterprise license, Comcast will pay $175 million in software license fees over four years in a move that could help to fuel the cable op's access network virtualization efforts.
AT&T Names & Delays New SVoD Service, HBO Max, Till 2020
News Analysis  | 
7/9/2019  |  1 comment
WarnerMedia's new direct-to-consumer OTT service to feature 10K hours of content, reportedly cost more than $14.99 per month.
Video Sub Losses Now Part of US Cable's 'Bull Case' – Analyst
News Analysis  | 
7/9/2019  |  1 comment
Investors are now more willing to ignore pay-TV declines as cable margins surge, thanks in part to ARPU-boosting broadband services, Craig Moffett says.
Yvette Kanouff Joins John Chambers-Led VC
News Analysis  | 
7/9/2019  |  Post a comment
Former Cisco exec and cable industry vet named partner and CTO of JC2 Ventures, a venture capital firm devoted to startups in areas such as AI, IoT and cybersecurity.
Roku Retains the High Ground in US Streaming Battle
The Bauminator  | 
7/8/2019  |  Post a comment
Meanwhile, Android TV trails the pack at retail, but continues to make strides with cable ops and other service providers worldwide.
Churn Could Singe Comcast's Broadband & Video Q2 Results – Analyst
News Analysis  | 
7/5/2019  |  Post a comment
Meanwhile, Comcast's Xfinity Mobile business is expected to add 200K lines in the period, and reach a 'steady state,' Nomura analysts predict.
SVoD App Downloads Hot, Virtual MVPD Downloads Not
News Analysis  | 
7/3/2019  |  Post a comment
Downloads of apps such as DirecTV Now and other OTT-TV services declined in Q2 as prices for OTT-TV services ticked up, study finds.
OTT-TV Succumbs to Pricing Pressures
The Bauminator  | 
7/2/2019  |  1 comment
Price hike by PlayStation Vue and new packaging options from Sling TV are more indicators that virtual MVPDs need to adjust to become sustainable businesses.
CableLabs Seizes On Smarter WiFi
News Analysis  | 
7/1/2019  |  Post a comment
Teams with the Wi-Fi Alliance on new open source, standard way to collect and analyze WiFi network data and troubleshoot in-home WiFi issues that have been a drag on cable opex.
MobiTV Banks $50M More
News Analysis  | 
7/1/2019  |  Post a comment
App-focused video streaming tech and distribution company says fresh round of funds will fuel global growth, further tech development.
Edge Gravity Aims for Hyper-Scale
CxO Spotlight  | 
6/28/2019  |  Post a comment
Ericsson's distributed edge cloud unit is on a path to connect to 'multiple hundreds' of service provider partners in the coming months, new CEO Kyle Okamoto says.
Verizon Has a Tough 5G Transition Ahead – Report
News Analysis  | 
6/27/2019  |  Post a comment
AT&T and T-Mobile have a better 5G transition story amid Verizon's commitment to coverage-limited millimeter wave spectrum, industry analyst Craig Moffett says.
Vast Broadband Keeps Its Pay-TV Hopes Alive
News Analysis  | 
6/27/2019  |  Post a comment
Indie cable op teams with Evolution Digital to upgrade, rather than de-emphasize or cut, the pay-TV cord with a new app-based video offering for retail devices and an MSO-managed Android TV box.
Verizon Lights Up Mobile 5G in Denver, Providence
News Analysis  | 
6/27/2019  |  Post a comment
Cities join Chicago and Minneapolis as first group of 30-plus markets tagged by Verizon for mobile 5G rollouts in 2019.
The Road to DOCSIS 4.0
The Bauminator  | 
6/26/2019  |  Post a comment
DOCSIS has taken a few twists and turns over the past 20 years as it heads toward a next-generation of specs that support Full Duplex DOCSIS, low-latency DOCSIS and Extended Spectrum DOCSIS capabilities.
Charter Shuffles the Top Deck
News Analysis  | 
6/26/2019  |  Post a comment
Among them, Rich DiGeronimo will add technology officer role as current EVP of IT & engineering as Jim Blackley prepares to retire in 2020.
'Spectrum Now' Act Takes Aim at Mid-Band Spectrum
News Analysis  | 
6/25/2019  |  1 comment
Bill could repurpose and free up federally held spectrum in the 3450MHz-3550MHz band for 5G services.
Ligado Presses FCC to Act on 5G Spectrum Plan
News Analysis  | 
6/25/2019  |  Post a comment
Claims it has bent over backwards to comply with government testing and process amid multi-year delay for approval for its plan to use 40MHz of lower mid-band spectrum for 5G-powered industrial IoT services.
CableLabs Kicks Off Pursuit of DOCSIS 4.0
News Analysis  | 
6/24/2019  |  Post a comment
New specs will repackage recent annexes and enhancements to DOCSIS 3.1, such as Full Duplex DOCSIS and Low Latency DOCSIS, and add in new Extended Spectrum DOCSIS capabilities.
Netflix Faces Global ARPU Headwinds
News Analysis  | 
6/24/2019  |  1 comment
A sizable and widening gap on domestic and international ARPU could negatively affect the premium value currently placed on Netflix's non-US subscription streaming business, analyst says.
Sprint Poised for 'Huge Win' as FCC Frees Up 2.5GHz Spectrum
News Analysis  | 
6/21/2019  |  Post a comment
Thanks to its incumbent position in the 2.5GHz band, Sprint – along with marriage partner T-Mobile – could consolidate key mid-band spectrum without paying a king's ransom, BTIG Analyst Walter Piecyk says.
Former Verizon Exec Takes Helm of Ericsson's Edge Gravity
News Analysis  | 
6/21/2019  |  Post a comment
Kyle Okamoto starts as Edge Gravity's CEO on June 24, taking over a slot previously held by Marcus Bergström.
CableLabs Unleashes Specs for Low-Latency DOCSIS
News Analysis  | 
6/20/2019  |  5 comments
A component of cable's '10G' initiative, the new spec targets sub-1 millisecond latencies that can be enabled with software upgrades to existing DOCSIS 3.1 equipment and used for online gaming, VR apps.
Locast's Scorecard: 250,000+ People Registered, 0 Lawsuits
The Bauminator  | 
6/20/2019  |  1 comment
Unlike Aereo, Locast has found a way to stream local TV channels without raising the legal hackles of powerful broadcasters. But can it drive enough donation dollars to survive for the long haul?
Omniverse to Shutter Operations, Cut Ties to HovSat
News Analysis  | 
6/19/2019  |  Post a comment
Omniverse tells court that any infringement was done 'without malice or bad intent,' and was caused or contributed to by third parties such as HovSat.
Power Shift in Cable Access Network Market Underway
News Analysis  | 
6/19/2019  |  Post a comment
Harmonic riding high on stock upgrade as 'big bet' on the virtual CCAP shows signs of paying off, and as CommScope get downgraded amid tough start for recently acquired Arris.
FCC Closer to Opening Up 2.5GHz Band for 5G
News Analysis  | 
6/18/2019  |  Post a comment
Commission to vote on the plan to open up underused portions of the band at its July 10 meeting.
Starry Says Spectrum Wins Widen Reach to 40M US Households
News Analysis  | 
6/18/2019  |  Post a comment
With a batch of 24GHz spectrum in hand, Starry is ready to embark on expansion plans in the US while hinting that its spectrum-agnostic approach has global potential.
Dish Deal for Sprint/T-Mobile Assets Seems Bit Crazy – Analyst
News Analysis  | 
6/18/2019  |  Post a comment
MoffettNathanson's Craig Moffett says a deal with Dish would erase purported benefits of the proposed T-Mobile/Sprint merger and makes little sense for either side to make.
Comment: Correction - Jeff Baumgartner - 6/17/2019
Dish Takes Another Swing at the Smart Home
News Analysis  | 
6/17/2019  |  1 comment
New unit, branded as OnTech Smart Services, provides pro installs for range of connected retail products and debuts about three years after its EchoStar division shut down a DIY smart home and security service.
Comcast Brings Eye Control to X1
News Analysis  | 
6/17/2019  |  Post a comment
Expanding on its accessibility capabilities, Comcast has added a feature to its X1 video service that enables people with physical disabilities to navigate the service with only their eyes.
Comment: IoT security - Jeff Baumgartner - 6/14/2019
Comment: iPad rebound - Jeff Baumgartner - 6/14/2019
Comcast & Charter Have Bad Apple Deals – Report
News Analysis  | 
6/14/2019  |  1 comment
Apple has leverage in its mobile-facing deals with Comcast and Charter, requiring both to sell large numbers of other Apple devices, including iPads and Apple TVs, CNBC reported.
VMware Banks on Data Center Agility With Avi Networks Buy
News Analysis  | 
6/13/2019  |  Post a comment
VMware and Avi share multiple customers and they don't expect the combo and subsequent integration to cause much disruption as VMware aims to bring a public cloud experience to the data center.
Vimeo Streams in Support for AV1
News Analysis  | 
6/13/2019  |  Post a comment
IAC-owned streaming platform joins Google, Facebook, Mozilla, Apple, Amazon and other big names that have put weight behind the new, royalty-free, bandwidth-efficient video codec.
Not Ready for Prime Time: Omniverse Distributors Pick Up the Pieces After Pay-TV Deals Fall Apart
News Analysis  | 
6/13/2019  |  Post a comment
Flixon Media's CEO thought his deal with Omniverse One World Television would be the foundation of a profitable, innovative TV service. Instead, he said he's left with financial losses and a damaged reputation.
3 Rivers Cuts the TV Cord
The Bauminator  | 
6/12/2019  |  1 comment
Small service provider in Montana is dumping its pay-TV product to instead focus on broadband services that can pipe in OTT video services.
Cable Access Network Spending Falls 38% in Q1
News Analysis  | 
6/11/2019  |  Post a comment
'Strong slowdown' on capacity purchases alongside ongoing delay in distributed access architecture deployments combine for a dreary quarter, according to Dell'Oro.
Nokia, Altibox Give Cable Network Virtualization a Dose of Reality
News Analysis  | 
6/10/2019  |  2 comments
Deployments of cable distributed access architectures and network virtualization aren't going gangbusters yet, but recent activities in Europe also show that it's not at a standstill, either.
Comcast Takes First Shot at Live 4K TV
News Analysis  | 
6/7/2019  |  1 comment
Cable op will deliver live streams of Women's World Cup over its managed IP network using HEVC at 18 Mbit/s.
Will AT&T Take DirecTV for a Spin[Out]?
News Analysis  | 
6/7/2019  |  1 comment
The time is right for divestiture of DirecTV, 'the weakest piece in the AT&T puzzle,' and Dish could be the right partner in a deal that would bring much-needed consolidation to the US satellite TV market, UBS says.
AT&T Exec Said Telco's Ideas Will 'Radically Reshape' TV
The Bauminator  | 
6/6/2019  |  1 comment
The OTT-delivered 'thin-client' version of DirecTV will debut in Q3, but AT&T's John Donovan side-stepped questions on how the new offering will disrupt a market full of streaming competitors.
RDK JV Claims Gains With Service Providers, Device Footprint
News Analysis  | 
6/5/2019  |  Post a comment
Open software venture also developing software to work with consumer premises equipment for DSL and PON networks alongside its traditional focus on DOCSIS/HFC.
TiVo Declares Victory Against Comcast Following ITC Ruling
News Analysis  | 
6/5/2019  |  Post a comment
But so did Comcast. TiVo shares spiked in after-hours trading Tuesday after International Trade Commission issued an initial determination that partially favors the video software company.
Bulk of AT&T Fiber Sub Growth Coming From AT&T – Analyst
News Analysis  | 
6/4/2019  |  Post a comment
AT&T Fiber added 1.1 million subs in the past year, good for annual growth of 57%, but rather than stealing share from cable operators, most of those subs appear to be upgrades of existing AT&T broadband customers.
Amazon Set to Stream 'Channels' Into Canada
News Analysis  | 
6/4/2019  |  Post a comment
The new array of subscription offerings will include a 12-channel bundle called 'StackTV" that runs $12.99/month and features VoD and live TV networks such as Food Network, History and National Geographic.
CommScope Takes Aim at Cable Network Virtualization, Low-Latency DOCSIS
News Analysis  | 
6/3/2019  |  Post a comment
Following Arris acquisition, CommScope brings new wares and technologies to this week's Anga Com event in Germany.
Comment: What's next? - Jeff Baumgartner - 5/31/2019
Omniverse Drops Live OTT-TV Service for 'Single-Dwelling' Residential Subs
News Analysis  | 
5/31/2019  |  1 comment
Following review of the controversial Hovsat contract, Omniverse said it will now focus on live TV services for operators of multi-dwelling units and apartment buildings.
Could Cable MSOs Buy Some of T-Mobile's Spectrum?
News Analysis  | 
5/31/2019  |  2 comments
T-Mobile and Sprint are open to divesting some spectrum to get their merger stamped at the DoJ, and a report in Bloomberg said Comcast and Charter are interested buyers. Comcast, however, disagrees.


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