Quite frankly, it’s hard to see which discretionary category could be eliminated. If CTL were to cut back spending on the cloud or High Speed Internet, their revenue projections would be lower. If they cut back on FTTT carrier capital commitments, wireless operators would turn to cable companies or independent operators such as Zayo.
What’s unique about NBCU is that it allows a former cable executive (Steve Burke) to ask questions about content delivery that his peers at TWE and Viacom do not have the experience and insight to posit. In turn, it allows the cable business an opportunity to test the limits of content delivery and, through that process, deliver a substantially improved (and better connected) content experience (e.g., “The Voice” at 18ms latency to your Wi-Fi device).
For computer users: sunday brief 10 Feb 2013 For mobile phone users: sunday brief 10 Feb 2013 - A Lot of Moving Parts (or D. All of the Above)
For computer users: sunday brief 3 Feb 2013 For mobile phone users: sunday brief 3 Feb 2013 - What is Time Warner Cable Telling Us