• VideoNuze Podcast #320: Comcast is Firing On All Cylinders As X1 Shines

    I'm pleased to present the 320th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    As both Colin and I wrote this week (here and here), Comcast delivered very strong video and broadband subscriber gains in Q1 '16. Despite all of the rhetoric around cord-cutting and the fact that SVOD services - which were considered a potential substitute for pay-TV - have boomed, Comcast had its best first quarter in 9 years, adding 53K video subscribers vs. a loss of 8K subscribers in Q1 ’15.

    As Colin and I discuss on the podcast, Comcast is benefitting from weakening competition, its own investments in product/content/user experience, and triple-play bundling, powered by broadband adoption. As has been the case for a couple of years now, the X1 set-top box, now in 35% of video subscribers’ homes, continues to be the linchpin in video, driving up ARPU, VOD and DVR usage, reducing churn, etc. In an era of rising viewer expectations, X1 delivers a superb, differentiated, web-like experience.

    Given all of the above, I think Comcast has a strong outlook at least through 2016 if not beyond. Colin is a little less sanguine and we discuss our differences.  

    Listen now to learn more!

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