Charter/Cox Deal Comes as More Cable Consolidation Seems Likely: Analyst
Faced with competition from telcos with much bigger footprints than cable due to fiber and fixed wireless, cable operators need to consider mergers and acquisitions to compete, Dell'Oro Group's Jeff Heynen wrote Friday. Charter's proposed purchase of Cox Communications (see…
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2505160060) came as a surprise, "but the notion that cable operators had to fight back by getting bigger was certainly not." Merging two of the largest cable operators will result in consolidation among equipment vendors too, as they look to grow their share at the newly combined company, he wrote.