It's (All Gonna Be) Comcastic!

Charter had been looking to tie up the country’s second largest cable operator, but #1 Comcast has swooped in with a $45 billion agreement to acquire Time Warner Cable. The deal will be closely scrutinized by federal regulators, but at least one pundit expects minimal push back given their largely distinct areas of operation. However, that simplistic analysis overlooks Comcast’s identity as a media entity along with dramatically increased negotiating power when it comes to retransmission and licensing (in both directions). Further, Public Knowledge has concerns in relation to such a large percent of Americas relying on a single entity for their voice and data services. Having said all that, TWC isn’t a great cable company for TiVo owners and a Comcast infrastructure would be a significant improvement. Assuming we’re still using TiVo after the years required to close the deal, remove the punitive content restrictions, and retrofit those head-ends.

Published by
Dave Zatz