I'm pleased to present the 320th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

As both Colin and I wrote this week (here and here), Comcast delivered very strong video and broadband subscriber gains in Q1 '16. Despite all of the rhetoric around cord-cutting and the fact that SVOD services - which were considered a potential substitute for pay-TV - have boomed, Comcast had its best first quarter in 9 years, adding 53K video subscribers vs. a loss of 8K subscribers in Q1 ’15.

As Colin and I discuss on the podcast, Comcast is benefitting from weakening competition, its own investments in product/content/user experience, and triple-play bundling, powered by broadband adoption. As has been the case for a couple of years now, the X1 set-top box, now in 35% of video subscribers’ homes, continues to be the linchpin in video, driving up ARPU, VOD and DVR usage, reducing churn, etc. In an era of rising viewer expectations, X1 delivers a superb, differentiated, web-like experience.

Given all of the above, I think Comcast has a strong outlook at least through 2016 if not beyond. Colin is a little less sanguine and we discuss our differences.  

Listen now to learn more!

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