1) Are more deals likely? Might the likes of Cablevision and the next-tier of cable providers or even Verizon feel a need jump into the acquisition fray?
2) What's the "right" size for an ISP given the changing landscape of video delivery services?
Saturday, April 11, 2015
A Match Made Out of Necessity. Who's Next?
About ten days ago, Charter announced its plans to purchase Bright House Networks LLC for $10.4B. Charter, the third largest cable broadband provider (behind Comcast and Time Warner Cable, is in line to add 3.4 million subscribers through acquisitions this year (2 million from Bright House and an additional 1.4 million from TWC if its merger with Comcast is approved by regulators.) Increasingly, the focus is on scale, primarily as it relates to negotiating favorable terms with content owners. Among cable and telco firms, Charter will be near the subscriber count of Verizon if the deals go through. It begs a few questions...
1) Are more deals likely? Might the likes of Cablevision and the next-tier of cable providers or even Verizon feel a need jump into the acquisition fray?
2) What's the "right" size for an ISP given the changing landscape of video delivery services?
1) Are more deals likely? Might the likes of Cablevision and the next-tier of cable providers or even Verizon feel a need jump into the acquisition fray?
2) What's the "right" size for an ISP given the changing landscape of video delivery services?
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