- Comcast (CMCSA -3.4%) is on the offensive already with the DOJ on why its acquisition of Time Warner Cable TWC should go through.
- In addition to shedding 3M subscribers, the company has committed to extend net neutrality to TWC systems and offer regional sports packages to rival Pay-TV providers at a reasonable cost.
- Comcast guarantees some carriage of non-commercial educational TV stations - even if they give up their broadcast spectrum.
- Expect the company to also argue vociferously that the growth of streaming concerns such as Netflix and Hulu gives consumers the requisite choices.
- Though the focus on many is on the Pay-TV side, don't forget about broadband: If Comcast swallows TWC it will control close to half of the triple-play services in the U.S. Gigaom crunches the numbers to find the synergies add much faster on the broadband side as well.
- Consumer advocacy groups are already active in pressing politicians for regulatory review on the deal, reports Re/code. It's unlikely that Comcast will pass down savings to consumers if they strike better deals with content providers, they argue.
- Shares of TWC trade below $146 as investors discount that regulators will allow the deal in its current form to go through.