Dish talks with content owners could launch Internet TV service by late summer

April 23, 2014
More details on Dish Network’s plans to roll out an Internet TV service targeted at younger cord nevers and cord cutters are rolling out today. Bloomberg, quoting unnamed sources, said the operator is letting programmers know that an online service could deploy by late summer.

Amazon gets HBO content deal that also brings HBO Go to Fire TV

April 23, 2014
Amazon today scored another big content win that likely will help accelerate the sales of its Fire TV and cause execs at Netflix to lose some sleep in the coming weeks, announcing a deal with HBO that makes a slew of content available and adds HBO Go to the company’s streaming box.

AT&T adds 1.1M mobile users and 201,000 U-verse TV subs in Q1

April 22, 2014
AT&T beat Wall Street’s earning projections, reporting profit of $3.7 billion, or 71 cents per share, a penny more than expected, compared to $3.7 billion last year and EPS of 67 cents. Still, the quarter showed the best revenue growth in the past two years for the company.

Comcast beats quarterly expectations, adds sub to video, Internet services

April 22, 2014
NBCUniversal helped Comcast beat Q1 revenue estimates, with a boost from the Sochi Olympics, which brought in $1.1 billion in revenue. NBCU revenue was up 29% Y/Y, with both Comcast’s cable networks and filmed entertainment segments also seeing double-digit growth. Comcast’s EPS of 68 cents beat Wall Street estimates by 4 cents, as its $17.4 billion in revenue also topped analyst estimates by more than $400 million.

The 500-pound gorilla is in the room; AT&T eyes OTT play

April 22, 2014
AT&T, on the heels of its announcement Monday that it would roll out 1 Gigabit Internet service to as many as 100 cities, today said its joining the Chernin Group in a joint venture to “acquire, invest in and launch over-the-top (OTT) video services” with an initial budget of more than $500 million.

Netflix adds 4M subs, says it will bump prices $1-$2 for new members

April 21, 2014
Netflix today came in with the expected numbers for new subscribers in the first quarter, adding 2.25 million U.S. streamers and an additional 1.75 million international users. The company now numbers more than 48 million subs worldwide. The company also said international operations were on track “to achieve profitability this year,” a good indication that Netflix will be looking to kick off another expansion binge soon.

AT&T plans major 1 GB Internet rollout to as many as 100 cities

April 21, 2014
Woot! AT&T has just thrown down the gauntlet with a major initiative to roll out 1 Gigabit service to as many as 100 cities in 21 metro areas. The telco said it’s deployment would deliver its pay-TV service, U-verse, with the new GigaPower service, to consumers and businesses. AT&T said it would work with municipalities to discuss ways to bring the service to their communities. AT&T currently announced metro area selections in Austin and Dallas and is holding advanced discussions in Raleigh-Durham and Winston-Salem.

Will FCC’s Wheeler be better received at Cable Show than at NAB? Of course

April 21, 2014
Earlier this month, at the NAB Show, FCC Chairman Tom Wheeler managed to stun broadcasters into silence when he told them to get serious about over-the-top delivery or suffer the same fate as canal barges at the hands of railroads and wired telephone service at the hands of wireless. Or, perhaps, they were really just pissed off that this “cable guy” was telling them what to do. Either way, it made for an interesting morning. Next week, Wheeler takes his show back on the road to what should be more familiar – and friendly – territory, the NCTA’s Cable Show in Los Angeles.

Charter in line to pick up 3M subs if Comcast-TWC acquisition greenlights

April 21, 2014
Rumors are back and active that Charter Communications is looking to pick up 3 million of so of the subscribers Comcast would be shedding if its acquisition of Time Warner Cable is approved. The rumors initially surfaced within days of Charter losing TWC to Comcast; this weekend, Reuters reported the deal is in the works and that the block of subs could be worth $18 billion to $20 billion.

Russian VOD market gets more crowded as Mail.ru posts new video service

April 17, 2014
The Russians are coming! The Russians are coming! The Russian online video market is the largest in Europe, and Mail.ru, the email service that has morphed into one of the largest players on the block, is looking to play in a new sandbox. The company, which comScore says aggregates the biggest web audience of any Russian Internet company, announced it will start charging for video content through a new service Afisha Mail.ru, throwing its cyber hat into the ring with Internet competitor Yandex.

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