How did pay-TV distributors including cable MSOs, IPTV and satellite providers perform in 2014's first quarter? In this earnings summary, we list results for the biggest cable industry players, broken down by distributors, select programmers, vendors and online video providers.
Mid-Atlantic telecom service provider Shenandoah Telecommunications lost 1,864 video customers year-over-year in the first quarter of 2014 and 44 between end of fourth quarter 2013 and the end of the first quarter 2014, but still reported an overall gain in revenue generating units when it announced first quarter earnings.
Rural Broadband Investments, a company that acquires and invests in rural-focused cable systems in small-to-medium sized markets, has added another piece to its portfolio by purchasing several Illinois-based cable systems from Cass Cable TV.
TDS Telecom's One Neck IT Solutions subsidiary, which provides managed IT services and colocation, reported that revenues rose 77 percent to $63.1 million, up year-over-year from $28 million the same period a year ago.
Bell Aliant added 13,400 net new TV subscribers to its FibreOP service in the first quarter thanks in no small part to the carrier's fiber-to-the-home network strategy.
It's hardly on a scale with Comcast acquiring Time Warner Cable or AT&T talking about acquiring DirecTV, but Telephone and Data Systems' decision to acquire BendBroadband for $261 million will move the needle on TDS' cable strategy.
Although members of the CableWiFi Alliance have said repeatedly that the primary incentive behind their growing Wi-Fi hotspot portfolio (which now stands at 250,000 nationwide) is to complement their customers' broadband service in the home and differentiate themselves from their telco competitors, there are signs that a bigger agenda is afloat.
AT&T reportedly talked to DirecTV recently about a merger. The potential move, valued at more than $40 billion, was first reported by The Wall Street Journal.
Comcast's pending $45.2 billion acquisition of Time Warner Cable was prevalent in nearly every conversation at The Cable Show, including the opening session where four of the industry's top executives weighed in on the deal.
Cable's top technical chiefs compared notes on Wi-Fi, DOCSIS 3.1. and 4K, during a panel discussion at the 2014 Cable Show that drew a standing room-only crowd.