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Comcast Bumped to 'Buy'

Industry analyst Craig Moffett still has concerns about 'secular headwinds' faced by NBCU and Sky, but sees enough strength in Comcast's cable business to warrant an upgrade of what he views as an undervalued stock.

fuboTV Takes Flight With Viasat

fuboTV is the first virtual MVPD to lock in a distribution deal for in-flight services and tap into new open caching specs developed by the Streaming Video Alliance.

Omniverse Wants HovSat to Pay for Video Sins

The defunct OTT-TV service provider has filed a motion for its erstwhile partner, HovSat, to be held responsible for a $50 million judgement stemming from a copyright suit involving several major US studios.

Disney+ Bolts to 28.6M Subscribers

Meanwhile, Hulu ended fiscal Q1 with 3.2 million live TV subs and 27.2 million customers on its subscription VoD service.

YouTube TV Surpasses 2M Subscribers

YouTube TV's rise in the OTT-TV rankings comes amid a growing cord-cutting trend that, according to analysts, also gave Hulu a healthy boost in Q4 2019.

5G & 400GE to Boost SP Router Market – Report

Dell'Oro Group suggests telecoms and cloud operators will spend more than $75 billion on IP gear in the next five years.

Super Bowl LIV Draws Average Streaming Audience of 3.4M

But the vast majority of the US audience still watched the Big Game on regular TV.

Harmonic Gains More Ground With 'CableOS'

The vendor said it struck deals with two more international tier 1 cable operators for its virtualized cable access platform, and has commercial deployments of CableOS underway with 23 operators in all.

CuriosityStream CEO: We're 'insulated' from studio content claw-back

Streaming service focused on factual programming has more than 13 million subs, and is targeting 'hundreds of millions' as it pursues distribution deals around the globe, Clint Stinchcomb says.

Roku Restores Fox Apps in Time for Super Bowl LIV

The deal ensures that Roku users will have access to Fox's free 4K stream of the 49ers-Chiefs championship matchup.

Charter to Add 5G to the Menu in Q1, Will 'Likely' Be a Participant in CBRS Auction

Charter hauls in 288,000 Spectrum Mobile lines in Q4, extending its total past 1 million. Cable op also lost 101,000 video subs and added 339,000 broadband customers in the period.

Roku Pulling Fox Apps Ahead of Super Bowl LIV

Roku says its distribution deal with Fox is to expire on January 31. Fox can still be accessed via Roku on pay-TV apps, but deal lapse puts Roku's access to Fox Sports's free 4K stream of the game in jeopardy.

RIP PlayStation Vue

Sony's OTT-TV service is going dark today after an almost five-year run, directing customers to former rival YouTube TV. Meanwhile, Sling TV has jumped into the fray with a set of deals.

Verizon Loses 51K Fios TV Subs, Adds 35K Fios Internet Subs in Q4

Reflecting the ho-hum state of this segment of Verizon's business, total Q4 revenues for Fios were flat, at $2.82 billion.

AT&T Loses 1.16M Video Subs in Q4, 4.09M for All of 2019

Expects rate of video sub losses to slow in 2020 as AT&T moves on plan to pair its fiber-based broadband service with its new OTT-delivered AT&T TV offering and HBO Max subscription streaming service.

Apple, Netflix Have Eyes for MGM – Report

A deal for the studio could help beef up their respective content libraries and output capabilities as other media giants continue to claw back content for their own streaming services.

Altitude TV vs. Comcast Lawsuit Could Drag Into 2nd Half of 2021

Local televised coverage of Colorado sports could be threatened into next season, as a pretrial conference in the Altitude-Comcast litigation would not get under way until next May.

4K Gets Into the Game at Super Bowl LIV

Fox Sports will upconvert its 1080p/HDR broadcast of Sunday's big game to 4K/UHD and stream it for free via a handful of OTT platforms. Several US pay-TV distributors will also provide access to the 4K feed.

The Telecoms.com Podcast: Orange, Content & Huawei

This week, TMT Analyst Paolo Pescatore joins the pod, and has a whale of a time while the others spout the usual rubbish.

Disney+ Nears Distribution Deal With Sky – Report

Disney's subscription VoD service is set to debut in the UK and several other western European countries on March 24.

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CSG Revenues Rise 11.9% in Q4 Wednesday, February 5, 2020
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