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Introduction

As Comcast mulls its future after the collapse of its acquisition of Time Warner Cable, Ovum looks at the dynamics of the US cable market as a whole. Despite the collapse of the merger, consolidation in the market is inevitable because cable companies are continuing to see their bread-and-butter video businesses shrink.

Highlights

  • The TWC merger was ostensibly about the shrinking video subscription market, but it was also about broadband and the need for scale in both markets.
  • With the TWC acquisition behind it, Comcast is still likely to consider strengthening its business through acquisitions, in part because other cable players are consolidating and becoming stronger competitors.
  • Comcast’s overall service proposition should put broadband up front and fully integrate and highlight those services that take advantage of broadband, including TV and video services and content such as its on-demand TV Everywhere service.

Features and Benefits

  • Evaluate Comcast’s M&A opportunities.
  • Learn about Comcast’s opportunities to grow by differentiating its broadband and advanced video services.

Key questions answered

  • What should Comcast do now that the acquisition of TWC has fallen through?
  • How should Comcast and the other cable players deal with a shrinking video subscription market?

Table of contents

Summary

  • In brief
  • Ovum view

Recommendations

  • Recommendations for Comcast
  • Recommendations for other service providers

Using M&A, advanced services, and broadband to thwart video subscription losses

  • US cable industry sees future in 100 million subscription-strong broadband business
  • Comcast well positioned for broadband-first business
  • US cable dealing with a shrinking share of the slow-growth pay-TV market
  • Comcast’s video business still the largest revenue generator
  • Putting the deal in the bigger market context
  • Comcast’s M&A strategy will become broader and more defensive
  • Comcast will find growth in differentiating its broadband and advanced video services

Appendix

  • Methodology
  • Further reading
  • Author

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