WHY THIS MATTERS:About 48% of Comcast's 22.5 million video subs were on X1 at the end of 2016, up from 30% of subs a year earlier, as the MSO deployed X1 to 936,000 net new and existing customers in Q4.
WHY THIS MATTERS:As investors tried to wrap their heads around reports of a possible Verizon-Charter merger (see story below), influential media industry analyst Craig Moffett said that while he doesn't doubt the logic of combining the two companies, justifying a deal of its size would be tough.
WHY THIS MATTERS:Despite being punished in social media circles and product reviews for technical snafus that have stymied DirecTV Now in its early days, the OTT service delivered positive results for AT&T, Randall Stephenson said.