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TWC  // Posts tagged as "TWC"

OTT Whisper

OTT Whisper

Research Question: Are internet subscription services like Netflix and Hulu Plus losing out as MSOs succeed in offering OTT content to viewers? Companies: Apple (AAPL), Amazon (AMZN), CBS Corp (CBS), Comcast (CMCSA), Coinstar (CSTR), Cablevision Systems Corp (CVC), Netflix (NFLX), Time Warner Cable (TWC), Time Warner Inc (TWX), Viacom (VIA)   Blueshift’s initial research reveals increasing pressure from […]

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MSOs, Studios and Telecoms Emerge As OTT Winners at Netflix’s Expense

Research Question: Who will be the OTT market’s big winners and losers in the next three to six months? By: Reverdy Johnson Companies: AAPL, AMZN, ARRS, CBS, CHTR, CMCSA, CSTR, CVC, DIS, DISH, LGF, NFLX, NLSN, RENT, T, TWC, TWX, TYO:6758/SNE, VIA, VZ, YHOO Click here to download the report (.pdf)   Summary of Findings MSOs, telecoms and […]

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OTT Whisper

Research Question: Who are the big winners and losers in the OTT market in the next three to six months? Companies: Apple (AAPL), Netflix (NFLX), Amazon (AMZN), Comcast (CMCSA), Tine Warner Cable (TWC)   Blueshift’s initial research on the OTT market indicates increasing traction and possible future growth opportunities for over-the-top viewing, but rising costs […]

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NetGear’s Cable Modem Issues Won’t Hurt Sales, Other MSOs (NTGR)

Research Question: Will NetGear’s cable modem issues extend beyond Comcast and Time Warner Cable during this year’s IPv6 rollout? By: David Franklin Companies: ARRS, CHTR, CMCSA, CSCO, MSI, NTGR, TPE:2332, TWC, VZ Click here to download the report (.pdf)   Summary of Findings NetGear Inc.’s (NTGR) CMD31T cable modem IPv6 issues in California are not serious and […]

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Mar 22 2012 Media & Print, Technology

Traditional Ad Market Benefits from Adjusting to a New Normal

Research Questions: What is the current state of the traditional advertising industry, and what trends are emerging for network TV and local media in 2012? By:  Rachel Dangermond Companies: AAPL, ARB, CBS, CMCSA, CMLS, DIS, DISCA, GCI, GOOG, NLSN, NWS, NYT, RENT, SBGI, SNI, TWC, TWX, VCI, VIA, WPO Click here to download the report (.pdf)   Summary of Findings […]

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Mar 15 2012 Media & Print, Technology

Cord Cutting Still Minor, MSOs Push Content Across Platforms to Combat OTT (CMCSA, NFLX)

Research Question: How are declining ratings in children’s TV viewership related to cord cutting and overall trends in OTT viewing? By: Reverdy Johnson Companies: AAPL, AMZN, CMCSA, CSTR, DIS, DISCA, DISH, DTV, GOOG, INTC, NFLX, NLSN, NWSA, RENT, SCOR, SNI, TWC, TWX, VIA, VZ Click here to download the report (.pdf)   Summary of Findings Cord-cutting levels remain […]

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Dec 15 2011 Media & Print, Technology

OTT, VOD a Cable Provider Necessity, But Studios Guard Content

Research Question: How successful will cable companies be in distributing OTT content themselves? By: Susan Jennings Kantari Companies: AAPL, AMZN, BBY, CBS, CHTR, CMCSA, CVC, DIS, DISCA, DISH, DTV, GOOG, LSTZA, MSFT, NFLX, ROVI, T, TWC, TWX, TYP:752/PC, TYO:6753/SNE Click here to download the report (.pdf)   Summary of Findings Cable companies require an OTT solution in […]

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Redbox Gains in Short Term from Netflix Woes; VOD Benefits from Secular Trend (NFLX)

Research Question: Will Coinstar’s Redbox benefit from Netflix’s recent troubles? By: Susan Jennings Kantari Companies: AAPL, AMZN, BBY, CMCSA, CSTR, DISH, GOOG, NFLX, TWC Click here to download the report (.pdf)   Summary of Findings Five of 12 customers, all four industry specialists and two of three movie studio executives said video-on-demand (VOD) has become increasingly popular […]

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Cable Companies Creating Promising OTT Solutions, CDNs Commoditized

Over-the-Top Conference Report By: Reverdy Johnson & Adam Lesser Companies: AAPL, AMZN, AKAM, CMCSA, CNK, CSCO, DISH, DTV, GME, GOOG, LLNW, MSFT, MSI, NFLX, RGC, ROVI, TIVO, TWC, TWX, VZ Click here to download the report (.pdf)   Summary of Findings Sources who discussed over-the-top (OTT) TV trends said cable “cord cutting” is not happening with any significance […]

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OTT More a Supplement Than a Replacement for Cable

Research Question: Are customers “cutting the cord” or just adding over-the-top (OTT) viewing options, and how are content providers and cable/satellite services reacting? By: Reverdy Johnson Companies: AMZN, ASX:NWS/NWSA, CBS, CMCSA, CVC, DIS, DTV, GE, GOOG, NFLX, S, T, TIVO, TWC, TWX, VIA, VZ Click here to download the report (.pdf)   Summary of Findings Cord cutting is […]

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