I was sitting with a Suddenlink executive in the press room at INTX in Chicago two weeks back. I had just covered the "Captains o' Cable Industry" keynote, during which Cablevision's James Dolan notoriously proposed corporate marriage to Time Warner Cable's Rob Marcus right on stage as Charter's Tom Rutledge and several other CEOs looked on in horror.
A group of banks that were previously ready to finance Charter's part in the broader Comcast-Time Warner Cable deal are now set to back its own acquisition of TWC.
The Mayweather-Pacquiao match may have been one of the biggest pay-per-view boxing events in decades, but technical problems caused major disruptions for viewers trying to tune in.
Midsized cable company Bright House Communications has emerged as a key pawn in the ongoing M&A dance between Charter Communications and Time Warner Cable.
Charter Communications reported a loss of 7,000 video subscribers in the first quarter but expects to increase its TV customer base for the full year with wide deployment of its next-generation Spectrum Guide video service throughout the rest of 2015.
Now that Comcast has abandoned its $45.2 billion quest for Time Warner Cable, speculation will begin to mount on a number of new possible deal scenarios.
CenturyLink is providing a new competitive challenge to local cable operator Charter Communications and fellow ILEC TDS Telecom by launching its 1 Gbps fiber-to-the-premises (FTTP) service for residential and SMBs in La Cross, Wis.
Wireless operators have become one of cable's largest wholesale customers. According to Vertical Systems Group, cable is the fastest growing segment in the wholesale and retail business Ethernet markets.
Cable MSOs continue to expand their wholesale access service portfolios, providing services to a mix of traditional carriers and wireless operators. Having a wholesale channel is another way cable can offset residential video subscriber losses. But the cable wholesale services market could be shaken up if two major multi-billion dollar deals are approved: Comcast/Time Warner Cable and Charter Communications/Bright House Networks.
Charter Business will instantly gain more clout in the business services and Ethernet services race if its proposed acquisition of Bright House Networks is a success. In addition, if the proposed acquisition between Comcast and Time Warner Cable goes through, Charter will gain various properties from both cable MSOs as one of the conditions of the deal.