If long term profitability is the ultimate measure of industry attractiveness, what can be said about the US Cable industry? The following article explains how the threat of substitute services is the biggest factor, turning the industry into a hyper competitive environment, where profits are likely to decrease. To prevent this, Cable companies will need [...]
Cable’s fascination with first mover wireless technology and Quad-play is nothing new, in 2008 when Comcast, Time Warner, Google, Intel and Sprint invested $1.5Bn in Craig McCaw’s Clearwire. Last week Time Warner Cable announced it started offering Clearwire enabled wireless hotspots to Road Runner Mobile subscribers in certain areas. Clearwire provides 4G networks to [...]
Comcast’s success and position as market leader to date has been based on their aggressive acquisitions and value delivery system. In order to differentiate their services going forward they need to acquire a major programme supplier, like NBC Universal, and focus on convergent technology.