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Arabsat/Qatar satellite deal

Arabsat has signed a groundbreaking agreement with Qatar’s Es’HailSat. The deal takes the shape of a “strategic partnership” at the 26 degrees East orbital spot. Arabsat already has satellite capacity at 26 degrees East, while Es’HailSat’s first satellite will launch on August 29th to the adjacent 25.5 degrees position. The 26 degrees East slot is […]

August 20, 2013By Chris Forrester

Can a company’s DNA kill it?

Will DNA that doesn’t adapt kill a company? The chemistry of corporations and their leaders is endlessly fascinating to us ‘industry watchers.’ To what extent are companies reflections of their leaders or, conversely, do some companies suck the personality out of managers, demanding everything is done the ‘XYZ’ way? Can you take the DNA of […]

August 19, 2013

Thumbs Up for Virgin/BT Sport deal

BT is supplying its BT Sports channel to Virgin Media’s cable customers via a wholesale agreement. The news has gone down well with the market. Investment banker Morgan Stanley, for example, described it as a “good deal” for BT, and Virgin. “The agreement,” says the bank, “means that Virgin customers will no longer have to […]

August 16, 2013

BT Vision will fail

Harsh? I don’t think so. Forget everything else, if a provider can’t do better than a voice loop telling you a lie about when the broadband service will be restored, it has no business pretending to be a TV service provider. There are, of course, plenty of question marks over a strategy that sees a […]

August 15, 2013

BSkyB worries City

A week ago investment bank Morgan Stanley was describing Sky Deutschland as its ‘best in class’ broadcaster’.  It is easy to see why, given that Sky-D has plenty of growth headroom, 100 per cent control of German football, no problems with the regulators and a good relationship with almost all of its rivals. This is […]

August 13, 2013

“New era” at Sky Deutschland

Sky Deutschland’s numbers earlier this week certainly impressed the market. With Q2 subs growth of 48,000 and much better than expected, CEO Brian Sullivan is now guiding for a “new era” at Sky-D and that subs growth for the full year will be “above 351,000” and the market consensus is now to expect 350,000-400,000 for […]

August 8, 2013

Ergen: A merger “makes sense”.

Charlie Ergen, in a conference call with analysts, happily confirmed that a much-talked about potential merger between his flat-lining pay-TV broadcaster DISh and rival DirecTV as making sense. “There’s no question that putting DISH and DirecTV together makes a lot of sense,” Ergen said Tuesday on DISH’s second quarter earnings call with analysts and reporters. […]

August 7, 2013

Bezos: New dog, new tricks?

Jeff Bezos has bought The Washington Post. At $250 million it is a snip – when viewed as a fraction of his personal fortune – for one of the great remaining ego trips. That is what owning a big newspaper is all about; always has been, always will be. That doesn’t make it a bad […]

August 7, 2013

Sony prospects still fragile

Electronics and media giant Sony is not out of the woods just yet. Despite a Q1 set of results that showed great progress since last year, Fitch Ratings, in a ratings note, says profitability in Sony’s core electronics businesses remains weak, and is not helped by competitive pressures and currency exchange rate risks. Sony’s Q1 […]

August 5, 2013By Chris Forrester

Eutelsat suffers SatMex fallout

On July 31st Eutelsat, along with its end-of-year results, announced it was buying Mexico-based satellite operator SatMex for about $1.1 billion. The deal will probably close by the end of this year. Except the market is not sure it has done the right thing. Investment bank Morgan Stanley, for example, summed up the position saying […]

August 2, 2013