All GLG News Analyses Filed Under: Media

Service safety security experience

The two largest cable firms in Germany, the world's largest cable-TV market, are currently coming to the market.  Kabel Deutschland, operating in 13 out of 16 German States, is a 1 bn € company.  With an operating EBITDA margin of less than 40%, the firm is going to be able to perform...

1. Could Charter, Cox and Cable Vision be targets in the next round of consolidation?  2. Will AT&T look to acquire DIRECTV or Echostar to create a quick fix?

The article has referred to the fragmented indian market more in the manner of passing than any detailed focussed investigative activity. It may be pertinent to note that india with a population of over 1.1 billion people has nearly 200 million households. The penetration of cable TV is India is a success...

Other than Insight, Bresnan and MediaCom, there are few consolidation opportunities. The economics of cable advanced services (VOD, Telephony and Data) does not play well for the smaller providers.

In emerging telecom market of India, 80 M cable homes provide huge business opportunity to offer multi play service of voice, broad band internet, TV, VoD, music, photos, lottery and Fixed Mobile Convergence (FMC). Cable homes are growing at 8 % per annum to 120 M by 2012. There will be 20...

I agree that cable operators are likely buyout targets. Cable will increasingly need to have a virtual national presence to compete with quad-play services. That is, those services that include video, voice, and data (at home) plus wireless mobile services (which would include video, voice and data...

If there was ever a question as to whether the public is now aware that all sorts of content will be available on our mobile devices, the release of the iPhone last week has put that to rest. Over the next couple of years there will be continual and rapid growth in all manner of accessories and tools...

Senator Jay Rockefeller in a hearing on Washington has renewed calls for controls on television violence.

Senator Jay Rockefeller's efforts to curb violence on television under the guise of protecting children has not caught on yet. Investors should stay alert as this has the potential to become the next media cause celeb, and could hurt broadcasters' bottom lines