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Nomura Sees Opportunities For Video Game Publishers In Mobile, Broadband Growth
Thursday, June 6, 2019 - 12:57pm | 514The interactive gaming industry is poised for continued growth as it moves from static purchases or rentals of games to an online model — and as broadband internet becomes faster and more widely available, Nomura Instinet said in an initiation of two gaming players. The Analyst Andrew...
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KeyBanc On Comcast: Uncertainty, Cheap Valuation Makes This A Buying Opportunity
Thursday, May 17, 2018 - 4:09pm | 428Comcast Corporation (NASDAQ: CMCSA) boasts a broadband business that's underappreciated by the market to the point where shares are trading at a near five-year low valuation, according to KeyBanc. The Analyst KeyBanc Capital Markets' Brandon Nispel assumed coverage of Comcast with an...
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No Cord Cutting: KeyBanc Prefers Cable Over Wireless In Broadband Picks
Thursday, May 17, 2018 - 10:40am | 544Cable stocks warrant a premium valuation, as the sector is a better business than wireless, KeyBanc Capital Markets said in an industrywide report. The Analyst KeyBanc's Brandon Nispel and Maddie Schrage initiated coverage of the following stocks: Altice USA Inc (NYSE: ATUS): Overweight...
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Altice Has 50% Upside Potential, Buckingham Says In Bullish Initiation
Tuesday, March 20, 2018 - 4:52pm | 423Altice USA Inc (NYSE: ATUS), the seventh-largest U.S. broadband provider and sixth-largest video provider, has seen its stock fall more than 40 percent since its recent highs, and investors may want to take advantage of the dip, according to Buckingham Research Group. The Analyst Buckingham's...
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What The Halting Of Data Security Rules Means For Broadband Companies
Sunday, March 5, 2017 - 9:13pm | 702Broadband providers can now heave a sigh of relief that the FCC has heeded to their plea to halt data security rules adopted by the agency last year. These ruled were supposed to have taken effect March 2. The FCC last Wednesday granted a stay petition in part to the 2016 Privacy Order adopted by...
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Next 10 Years Look Upbeat For U.S. Cable Industry
Tuesday, August 16, 2016 - 3:08pm | 467Attention cable investors: The 10-year outlook is "bright," at least according to a report by SNL Kagan, an offering of S&P Global Market Intelligence. The research report noted a "slightly improved" outlook for the video segment and "continued upside" for the...
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Bernie Sanders, Senators Concerned Over Charter-Time Warner Merger
Friday, February 26, 2016 - 10:47am | 344U.S. Presidential candidate and Vermont Senator Bernie Sanders, along with other Senators, delivered a letter to the U.S. Department of Justice and Federal Communications Commission regarding Charter Communications, Inc. (NASDAQ: CHTR)'s proposed takeover of Time Warner Cable Inc (NYSE: TWC...
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What's Next As More Consumers Shift From Cable TV To The Internet?
Thursday, August 21, 2014 - 8:46am | 508An important electronic milestone was reached in June. It underscored the ongoing seismic shift in how most consumers now get their news, information and entertainment. For the first time, more people subscribed to broadband Internet service than for cable television, according to New Hampshire...
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Netflix CEO Calls Interconnection Fees An "Arbitrary Tax"
Friday, March 21, 2014 - 1:10pm | 548In a blog post Thursday, Netflix (NASDAQ: NFLX) CEO Reed Hastings said content companies like Netflix should be given adequate network connections free of charge. Hasting’s blog post stems from the deal Netflix inked with Comcast (NASDAQ: CMCSA) this past February in which Netflix agreed to pay...
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DirecTV Boss Takes Dim View Of Comcast/TWC Merger
Friday, February 21, 2014 - 12:36pm | 581The battle is joined, as they say. DirectTV (NASDAQ: DTV) CEO, Mike White has stated his position regarding the proposed merger between cable companies Comcast (NASDAQ: CMCSA) and Time Warner Cable (NYSE: TWC). That position, as might be expected, is a negative one. On a conference call...
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Broadband Infrastructure Build-Out
Sunday, July 25, 2010 - 4:56pm | 220Many investors focusing on the infrastructure sector tend to look at roads, water systems, power grids and the like, they often ignore the need for high speed internet and communications networks. In growing and developing nations these networks will need to be created in order to facilitate...