Tag Archives: cmcsa

AT&T License Renewal Sets Up Rovi For Comcast, Dish

Rovi (ROVI) stock rose for the second day as Cowen & Co. upgraded the digital entertainment company following its set-top box license renewal with AT&T (T). AT&T, which acquired satellite TV broadcaster DirecTV Group in July, on Wednesday announced a seven-year license renewal for Rovi’s interactive program guide technology. The AT&T renewal bodes well for upcoming negotiations with Comcast (CMCSA) and Dish Network (DISH), said Michael Olson, a

With Apple Out Of Picture, Comcast Top Pick In 2016

Comcast (CMCSA) has a good chance to add net video subscribers in 2016 for the first time since 2006, especially with Apple (AAPL) out of the Web TV picture, says a bullish Morgan Stanley research report. Benjamin Swinburne, a Morgan Stanley analyst, calls Comcast his top large-cap telecom pick for 2016. He set a price target of 70 on Comcast stock. A threat from Apple has subsided, says the Morgan Stanley analyst, while the superfast broadband

Add Britain’s ITV To Comcast NBCU Deal Speculation

Comcast’s (CMCSA) NBC Universal is mulling a $16 billion bid for Britain’s ITV broadcast network, according to a U.K. media report. Liberty Global (LBTYA) — controlled by cable TV industry pioneer John Malone — owns nearly 10% of ITV, posing a hurdle to a Comcast-NBCU takeover. ITV is one of Britain’s four broadcast networks. The Mail on Sunday reported that Comcast-NBCU has been in talks with ITV. The ITV speculation is the latest rumor involving