Cable’s Wireless Play

Wow. From GigaOM and The Wall Street Journal this morning, the Spring/Clearwire WiMAX joint venture is on, and top cable operators are in on the fun. Comcast is adding more than $1 billion to the venture, Time Warner Cable is putting in $550 million and Bright House Networks is committed for $100 million. That doesn’t [...]

Comcast VOD Update

Even though Comcast has placed money on the Internet side of on-demand video delivery, it’s still banking on the success of traditional VOD. After promising at CES to offer more than 6,000 movies on demand by the end of the year, the operator just this past week announced some impressive stats to date:

Seven billion [...]

Comcast Cap Ex

Fred Dawson has an article in the March issue of Screenplays (registration required) on Comcast’s spending plans for 2008. Topping the cap ex agenda? Advanced advertising initiatives, set-tops, transitioning to an all-digital system and switched digital video. Apparently Comcast’s plans are in line with investor expectations, but that doesn’t mean the operator [...]

The Changing Face of Concurrency

Service providers operate their networks based on a series of calculations. Among the variables they consider is concurrency, or the number of subscribers likely to be tuned in or logged on at any given time. In recent modeling, cable operators have planned for roughly 10% concurrency with video and 1% concurrency with high-speed [...]

Comcast has an Online Hit

I’ve watched closely over the last 12-18 months as Comcast has adjusted its approach to online video, and I believe folks have underestimated the company’s strategy and foresight. Just as the Web video craze is exploding into the mainstream, Comcast has launched a hit with Fancast. Unlike its video attempts on the Comcast.net [...]

Comcast and Project Infinity

Comcast announced several new initiatives today including Project Infinity, a plan to increase HD and on-demand content significantly in 2008. How significantly? By the end of 2008 Comcast says it will offer more than 6,000 movies on-demand per month, and more than 3,000 of them will be in high-def. The move comes [...]

Roberts on Comcast

Stephanie Mehta at Fortune recently interviewed Comcast CEO Brian Roberts and Om Malik posted a follow-up breaking the interview down into categories of questions with summaries of Roberts’ answers. Here are three items I found interesting:

Roberts called online video more of an opportunity than a threat because cable can deliver a fast connection for [...]

Market Share Down; Revenue Up

Completely in line with analyst firm Kagan’s predictions for the cable TV market as a whole, Comcast announced in earnings today that it lost more basic video subscribers in Q3, but increased revenues overall.
What does this mean? It means cable is feeling the competition from its telecom rivals, but also that cable operators have [...]

Motorola + Comcast + TiVo

Details are sparse, but Comcast and TiVo have confirmed that they have begun rolling out Motorola set-tops with TiVo software in a small New England deployment. Despite the low-key launch, coverage has already exploded on the topic with 128 articles (many wire-service duplicates) currently showing up in a Google News search.

There’s not much [...]

Comcast TV on the Web

Despite bandwidth concerns over streaming TV on the Web, Comcast has committed major resources to building out an online video platform. Why? Call it an insurance policy. Convergence is coming and Comcast (sensibly) isn’t sitting back while other players capitalize on the trend.
What’s interesting is that I’d speculate the online [...]