Cable industry business: distribution, carriage, regulation, strategy
Paramount Skydance argues that the Discovery Global spinoff would not add value for Warner Bros. Discovery shareholders, positioning itself as the stronger bidder against Netflix. CFO Gunnar Wiedenfels, also CEO of Discovery Global, highlighted the global reach of DG's linear networks and a modest rebound in international ad sales despite domestic declines. He emphasized sports assets, including the upcoming TNT Sports app, and cost savings from losing NBA rights as growth drivers. WBD reported a 6% revenue drop to $9.5 billion, with linear revenue down 12% and streaming revenue up 5%.
Cable One reported a Q4 2025 decline of 10,700 residential data subscriptions and revenue falling to $363.7 million, down from $387.2 million a year earlier. CFO Todd Koetje noted modest improvements in disconnect rates but said they remain unsatisfactory. The...
Charter Communications reported its first quarterly video subscriber increase since 2020, adding roughly 44,000 net video customers in Q4 2025. The gain sparked optimism on earnings calls at Nexstar, Sinclair and AMC Networks, which highlighted the role of bundled over‑the‑top...
Broadcasters are buoyed by FCC Chair Brendan Carr’s hints of relaxed ownership rules and a Trump endorsement of Nexstar’s $6 billion Tegna acquisition. Nexstar, Scripps and Sinclair all highlighted this regulatory optimism in recent earnings calls, stressing strategic M&A and operational...
Comcast is now granting eligible Xfinity TV customers free access to ESPN Unlimited, the sports network’s direct‑to‑consumer app, once they authenticate their subscription. The offering unlocks the full suite of live sports, original shows, and on‑demand content without an additional...
Charter Communications introduced a promotion guaranteeing new customers at least $1,000 in savings during the first year when they switch from AT&T, T‑Mobile, or Verizon to Spectrum Mobile and add a Spectrum Internet Advantage plan. The offer requires a minimum...
TV One Networks has appointed Keith Hopkins as Vice President of Content Distribution & Marketing. Hopkins joins from Roku, where he helped shape the streaming platform’s content syndication strategy. He also brings senior leadership experience from Nexstar, the Pac‑12 Conference,...
Charter Communications appointed former Frontier CEO Nick Jeffery as chief operating officer, effective September 1. Jeffery will oversee Marketing and Sales, Field Operations, and Customer Operations for Spectrum’s residential and business segments. His tenure at Frontier featured accelerated fiber deployment,...
The FCC’s Media Bureau issued a public notice seeking comment on the evolving live‑sports distribution landscape, highlighting concerns over consumer access and the ability of local broadcasters to fulfill public‑interest duties. The notice asks whether market fragmentation—driven by streaming platforms...
The Atlanta Braves announced BravesVision, a proprietary broadcast platform designed to replace third‑party distributors amid the decline of Main Street Sports. The move leverages the club’s expansive multi‑state television territory to capture more advertising and subscription revenue. MLB’s national media...
The Atlanta Braves are launching their own regional sports network, BravesVision, to become the franchise’s official local TV home starting next season. The network will produce more than 140 games plus pre‑ and post‑game shows and will distribute content via...
TelevisaUnivision reported a 5% YoY revenue decline to $4.8 billion in 2025, but highlighted the Direct‑to‑Consumer (DTC) segment as a bright spot. The Spanish‑language streamer Vix achieved full‑year profitability, contributing roughly a quarter of total revenue and 20% of adjusted OIBDA,...
INSP has launched Western Bound Español, a free‑ad‑supported (FAST) channel on Plex targeting Spanish‑speaking fans of Westerns. The new service mirrors the English‑language Western Bound network and carries original titles such as “Wild West Chronicles” and “Ultimate Cowboy Showdown.” By...
ESPN Chairman Jimmy Pitaro told CNBC that rumors of a Disney spinoff are unfounded, emphasizing that ESPN is a core component of Walt Disney Company’s long‑term strategy. He highlighted the network’s integrated approach, linking ESPN’s content with ABC broadcasts and...
Harmonic reported record quarterly broadband bookings of $346.9 million in Q4 2025, driving total net revenue to $157.3 million. Continuing operations generated $98.2 million in revenue and a modest $2 million net income. The company deployed its cOS broadband platform to 146 commercial customers, covering...