Temporary conditions will make Comcast's Californian monopoly permanent

23 February 2015 by Steve Blum
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It won’t get any better when the referee leaves the ring.

One of the more fascinating aspects of a proposed California Public Utilities Commission decision approving the Comcast/Time-Warner/Charter mega merger and market swap is an analysis of the resulting broadband market in the state. Prepared for the CPUC’s office of ratepayer advocates by Lee Selwyn, a telecommunications analyst, the study reaches the bottom line conclusion that if Comcast swallows up all of Time-Warner and Charter subscribers in California (except for Charter’s subs in the Lake Tahoe area), Comcast would have monopoly control of the broadband market in 78% of its expanded service area.… More

Comcast has to clean up its act if it wants to merge in California

19 February 2015 by Steve Blum
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How about starting with some botox and a manicure?

If Comcast wants approval for its mega merger and market swap with Time-Warner and Charter, it’s going to have to meet some stiff, if mostly temporary, conditions. That’s the preliminary determination of a California Public Utilities Commission administrative law judge in his review of the deal.

The proposed decision – there’s still some back and forth to come, and final approval is subject to a vote by the five commissioners – reaffirms that the CPUC has authority under federal law to assess the impact of the merger on broadband, as well as telephone, service in California.… More

Live sports, new production, high bandwidth will drive 4K adoption

7 January 2015 by Steve Blum
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The killer app.

There’s not much true 4K ultra high definition content available right now, and it’s going to take time for inventories to build.

Sony Pictures has about 75 feature films and fewer than 100 television episodes available now, according to Rich Berger, senior vice president for advanced platforms at Sony Pictures Home Entertainment.

He was the only representative from the production side of the business at a panel session on 4K content at CES yesterday.… More

Consensus: 4K streaming needs 15 Mbps, for now

6 January 2015 by Steve Blum
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“You’re going to need bandwidth speeds in the range of 15 Mbps,” said Michael Schreiber, SVP for content acquisition for Comcast. Ultra high definition content would still flow at a lower speed but “it wouldn’t be a 4K experience”. He was responding to a question about 4K bandwidth requirements at a panel session at CES this afternoon.

Netflix’s Chris Fetner agreed, saying their 4K content runs at 14 to 15 Mbps. Christophe Louvion from M-GO also pegged 15 Mbps as the current minimum, with the caveat that new compression algorithms will bring that down.

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North Korea versus Comcast: guess who's fighting for an open Internet?

20 December 2014 by Steve Blum
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What do you mean, my Netflix is buffering!

As terabytes of emails and other data bounce around the web, the bad guy in the latest mega-crack story is beginning look less like North Korea and more like Sony and its corporate brethren. First, Sony hires one of the more notorious members of the predatory bar to threaten news outlets if they dare to use any of that information. Then it caves to pressure and threats – apparently originating in North Korea – and cancels the release of The Interview.… More

Comcast believes in the power of competition, so it avoids any

14 November 2014 by Steve Blum
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Have I got a deal for you.

A credible threat is all it takes to convince Comcast to upgrade its current service or extend it to new customers. That’s the only conclusion I can draw from the announcement that it will double the speed of its Internet service in Colorado (h/t to the Baller-Herbst list for the pointer).

The cause seems obvious: last week, seven Colorado communities voted to allow the development of municipal broadband projects.… More

Comcast seems to think there's a difference between complete or just overwhelming market control

25 October 2014 by Steve Blum
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Comcast could end up with half of the broadband subscribers in the U.S. or maybe only something more than a third, if it’s allowed to take over Time-Warner and swap markets with Charter Communications. Whether it’s a half or just a third (or a bit more), depends on your definition of what broadband is and is not.

A Bloomberg article by Todd Shields and David McLaughlin breaks down the dilemma. If you take the FCC’s current minimum standard – speeds of 4 Mbps down and 1 up – then Comcast would only own 35.5% of U.S.… More

California assemblyman gushes over Comcast and takes its cash

29 September 2014 by Steve Blum
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Comcast is a model of modern corporate responsibility, according to assemblyman Adam Gray (D – Merced). In a letter he submitted to the FCC and cited by Comcast as a reason its mega-merger with Time-Warner and market swap with Charter should be approved, Gray showers his love on the company…

I am writing in support of the proposed transaction between Comcast and Time Warner Cable, because, while my constituents appreciate Comcast as a service provider, we are even more grateful to them for their investments in our community.

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Everyone's picking on us, Comcast tells FCC

26 September 2014 by Steve Blum
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Comcast has slammed back at critics of its proposed mega merger and market swap with Time-Warner and Charter. In a filing with the FCC, Comcast played the victim, claiming that companies and organisations that oppose the deal are just trying to feather their nests at its expense.

The California Emerging Technology Fund’s criticism of the Internet Essentials program in particular got under Comcast’s typically thin corporate skin. CETF submitted well-documented comments showing how the program – intended to provide affordable Internet service to low income families – is more sham than show.… More

Comcast tells FCC OK, maybe it isn't so easy to compete against us

24 September 2014 by Steve Blum
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If you want to go head to head with Comcast, you better have deep pockets. That’s the gist of Comcast’s response to a question from the FCC regarding the barriers faced by new Internet service providers: “describe the minimum viable scale necessary for entry, including…the number of subscribers and advertisers needed to break-even”.

I’m still slogging through the filing – it runs more than 250 pages – but Ars Technica has a good overview (h/t to the Baller-Herbst list for the pointer).… More