Nielsen data is preferable to set-top-based information, which does not account for multiplatform viewing, says Sanford C. Bernstein analyst Todd Juenger, a former TiVo executive. "While it's easy to criticize Nielsen, it's equally impossible to point to anyone (anywhere in the world) who is doing it better," Juenger wrote in a report.
CBS in 2016 will collect $1 billion in retransmission-consent fees for its owned-and-operated stations from cablers, satcasters and CBS affiliates, according to a new report from Sanford C. Bernstein analyst Todd Juenger. Fox and ABC are likely to follow CBS' lead, but NBC, because of the "inter-company complications" of being owned and distributed by Comcast, is not on the same path, Juenger says.
Cable is on track to increase its large slice of U.S. broadband service to almost 70% in 2020 from 60% today, Sanford Bernstein senior analyst Craig Moffett estimates. The potential boost to cable's share reflects telecoms' limited fiber-based footprint, which is projected to be available to 48% of U.S. homes by 2020, compared with 46% today. "Cable is indeed winning the broadband wars," Moffett said in a research note. "Cable's physical infrastructure is a better mousetrap for broadband."
The ill effects created by the two-week pullout by Fox networks on Cablevision's systems led to a "minuscule" amount of customer losses for the cable provider, according to Sanford Bernstein analyst Craig Moffett. He estimates the New York-based company lost 0.3% of its subscriber base during the impasse.
Cable providers will withstand the economic downturn better than telecom and satellite companies will, according to a new report from Sanford C. Bernstein & Co. analyst Craig Moffett. He said cable would "prove relatively more resilient than the broader economy," in part because the cable industry will see more broadband expansion and require less capital spending than some of its competitors.