- Pay-TV operators and broadcasters are playing nicely together this December without the usual late drama heading into year-end contract expirations.
- A deal between frequent combatants Viacom and Time Warner Cable was announced a surprising seven days before a potential blackout date and is indicative of the calm atmosphere.
- Analysts think the Time Warner Cable-CBS battle over the summer might have shown the painful impact of holding consumers hostages in carriage fee negotiations. If they are right, cable and satellite companies (CHTR, TWC, CVC, DISH, DTV) might have lost some leverage in future negotiations to the broadcasters (FOXA, DIS, CBS, CMCSA, TWX, AMCX, VIAB).
at Zacks.com (Tue, 3:20PM)