Disney's DTC business could have 163 million subs worldwide, led by 76 million for Disney+, according to a revised forecast from MoffettNathanson.
Disney+ to Rake in 8M Subs 'Out of the Gate' – Analyst
The recent Cable Next-Gen event looked ahead. But it was also an opportunity to look back, when there was no DOCSIS and data was delivered over a 6MHz channel – enough to be 'wicked fast.'
The '60 Minutes' profile of Mediacom's Rocco Commisso doesn't delve into company strategy, but it does spotlight the hustle that led him to the top of US cable and, later, ownership of Italian club ACF Fiorentina.
Fresh data from ISI Evercore shows that change-of-address requests dropped 8% in February, reducing the number of 'jump balls' cable can use to stoke broadband subscriber growth.
Fox Sports' 4K broadcasts of the NFL playoffs won't be 'native' 4K, but upscaled 1080p/HDR. Analyst Dan Rayburn says it's another clear indication that the production and distribution of 4K lacks a business case.
Analyst Michael Nathanson is skeptical that YouTube's new deal with the NFL will be a money-maker amid challenges to drive in enough advertising and a wave of new subscribers.
