Etc.: DIRECTV v. Fox - Report: Cord-Cutting Increasing - Super Bowl Porn Ruling
Retrans: Major dispute brewing between
DIRECTV and
Fox Networks. Reports indicate the companies' previous agreement expired at the end of Sept., but no progress has been made in negotiations. DIRECTV says it's going to drop Fox (almost) completely, including
all 19 RSNs,
FX,
Nat Geo,
Speed,
Fuel,
Fox Movie,
Deportes and
Soccer.
THR has more.
Analyze This:
Bernstein's
Craig Moffett says
Deutsche Telekom is in the uncomfortable position of being the reluctant owner of an asset like
T-Mobile that continues to deteriorate rapidly in an increasingly difficult U.S. wireless market.
Ouch. Interestingly, the analyst says cable could be the answer. "With T-Mo likely to run into real spectrum constraints as early as next year, and with no spectrum auctions due in the U.S. until 2014/15, a deal with
Comcast and
Time Warner Cable for spectrum therefore looks appealing…"
Q3:
Verizon reported net additions of 138K FiOS internet and 131K FiOS TV subscriptions during Q3, bringing the company's total video sub base to 4M. The company also reported an 8.8% y/y ARPU increase with FiOS revs accounting for nearly 60% of total consumer revenues. CEO
Lowell McAdam said that the company faced significant challenges during the period but its Q3 results keep Verizon on track to meet 2011 earnings projections "with great momentum expected entering 2012." ---
Netflix hasn't reported anything yet, but reports are saying the company may have dropped as many as 600K customers during its recent, er… rough patch. The company's past couple months have been a nightmare, but some don't think all is lost. Check out
Bloomberg's piece,
here. ---
Shaw Communications reported a quarterly profit plunge of 32% blaming a $83.7M loss from its abandoned wireless strategy.
OTT:
Nintendo inked a deal to make
Hulu Plus available to Nintendo 3DS and Wii owners for a separate $8/month fee.
Research:
Parks Associates suggests cord-cutting is accelerating. The firm's latest report says 13% of broadband-connected TV viewers have reduced pay-TV services within the last 12 months and another 9% say they're about to do the same. PA says the move away from pay-TV is tied closer to the adoption of broadband than internet video itself.
In Court: Director/producer
John Singleton is suing
Paramount Pictures and
MTV Films for at least $20M for fraud and breach of contract.
AP has details. --- A former
Comcast employee pleaded guilty to two counts of computer tampering in Arizona last week.
Frank Gonzalez admitted in court that he was the person who hacked Comcast's broadcast of the 2009 Super Bowl to air a full 37 seconds of porn. Comcast ended up paying offended customers a $10 credit; Gonzalez must serve 3 years probation and pay $1K.
Rules & Regs: An anti-piracy bill floating around the Senate could send polarizing pop-star
Justin Bieber to prison for up to five years. While that may sound like sweet music to some, the bill would make it a felony to post unlicensed content online more than 10 times in a 180-day period. (Bieber made a name for himself posting vids of himself singing other people's songs… a violation of the proposal.)
Hillicon Valley has more. --- The
ACA said it supports federal regulations that would require online video programming providers and distributors to implement the same IP closed-captioning requirements already imposed on cable operators using IP to distribute programming. --- Not really a 'rule' or 'reg,' but
LightSquared said it would not provide Sen.
Chuck Grassley (R-IA) documentation about its contacts with the
FCC and
White House regarding the company's regulatory waiver to launch its 4G LTE network. --- The
FCC is considering legislation that would allow cable operators with digital systems to encrypt their basic service tiers. The agency will hear comments on a proposal to lift the current encryption ban that says it won't affect cable systems' compatibility with consumer electronics.
Dist.:
The Broadway Channel and
Mag Rack spun a deal that will have the network's programs sing on Mag's VOD platform. Available in ~30M HHs, Mag Rack is carried by
Comcast,
Cablevision,
Verizon FiOS,
Charter,
DIRECTV and
DISH.
Tech:
IBM and
Fox Networks received a joint
Engineering Emmy® Award for Innovation from the Academy of Television Arts & Sciences for major improvements to digital workflows.
Up, Down & Over There: Russian pay-TV provider
Rostelecom said it will set up a public registry of digital works to combat copyright piracy. ---
Pace issued another profits warning (the 3rd of 2011) saying floods at the company's Thai-based tech supplier
Western Digital "will negatively impact expected shipments… this year." Shares fell to a 52-week low upon the news.
SkyREPORT:
Hughes said it made some "enhancements" to its HughesNet satellite broadband service including network upgrades, increased daily download allowances and a "status meter" that monitors subs' usage. ---
Arianespace said the Soyuz' inaugural flight from French Guiana was a success Friday placing Europe's first two Galileo navigation sats into orbit.
Misc.:
WICT's Rocky Mountain Chapter said former
Qwest COO
Teresa Taylor will deliver the keynote speech at
The Cable Center's 'Tech It Out' conference on Nov. 10. Registration and details can be found
here.
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Catch today's media market news in The Evening BRIDGE. •