Netflix And Comcast In Discussions For Renewal Of 2004 Interconnection Deal

2
Comment
Favorite

Netflix And Comcast In Discussions For Renewal Of 2004 Interconnection Deal

Seekingalpha2023-12-09

It’s incredible to think it’s been ten years since Netflix and Comcast signed their interconnect deal, which is due to expire in 2024.Working together, Comcast and Netflix have done a great job of ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

No comments yet

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2390089689?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2023-12-09 09:34","share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","id":"2390089689","market":"us","top_or_hot":-1,"title":"Netflix And Comcast In Discussions For Renewal Of 2004 Interconnection Deal","media":"Seekingalpha","content":"<div>\n<p>It’s incredible to think it’s been ten years since Netflix and Comcast signed their interconnect deal, which is due to expire in 2024.Working together, Comcast and Netflix have done a great job of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4656942-netflix-comcast-in-discussions-for-renewal-of-2004-interconnection-deal\">Source Link</a>\n\n</div>\n","source":"seekingalpha","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix And Comcast In Discussions For Renewal Of 2004 Interconnection Deal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix And Comcast In Discussions For Renewal Of 2004 Interconnection Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-09 09:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4656942-netflix-comcast-in-discussions-for-renewal-of-2004-interconnection-deal><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s incredible to think it’s been ten years since Netflix and Comcast signed their interconnect deal, which is due to expire in 2024.Working together, Comcast and Netflix have done a great job of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4656942-netflix-comcast-in-discussions-for-renewal-of-2004-interconnection-deal\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4581","symbol_name":"高盛持仓","start_time":0,"source_url":"https://seekingalpha.com/article/4656942-netflix-comcast-in-discussions-for-renewal-of-2004-interconnection-deal","article_id":"2390089689","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2390089689","pubTimestamp":1702085641,"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"It’s incredible to think it’s been ten years since Netflix and Comcast signed their interconnect deal, which is due to expire in 2024.Working together, Comcast and Netflix have done a great job of del","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4581":"高盛持仓","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","NFLX":"奈飞","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","CMCSA":"康卡斯特","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4585":"ETF&股票定投概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4507":"流媒体概念","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4566":"资本集团","BK4587":"ChatGPT概念","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4524":"宅经济概念","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4527":"明星科技股","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4550":"红杉资本持仓","BK4588":"碎股","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU1548497426.USD":"安联环球人工智能AT Acc","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4551":"寇图资本持仓","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","BK4561":"索罗斯持仓","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC"},"translate_title":"Netflix,Inc.与康卡斯特商谈续签2004年互联互通协议","themeId":"adf5ecf9e47146c7a963face50882a6e","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NFLX":1,"CMCSA":1},"content_text":"It’s incredible to think it’s been ten years since Netflix and Comcast signed their interconnect deal, which is due to expire in 2024.Working together, Comcast and Netflix have done a great job of delivering video to consumers and have a great working relationship.The companies are currently in discussions about a new deal, and I expect both sides to be able to come to an agreement without any public spat.It’s incredible to think it’s been ten years since Netflix (NFLX) and Comcast (CMCSA) signed their interconnect deal, which is due to expire in 2024.This took place at the height of net neutrality and only a year after the deal, the FCC announced the net neutrality order in an effort to prevent the blocking or prioritization of any internet traffic. But just two years later, the FCC voted to do away with the previous order.Fast forward ten years, and the media and telco industries have changed dramatically. Netflix and Comcast’s businesses have both seen seismic changes with Netflix estimating at least $6.5 billion in free cash flow this year, growing to nearly 250 million global subscribers (247.2 million) and having invested over $1 billion in their Open Connect program.Comcast now owns NBUC (full ownership happened a year before their deal with Netflix), owns and operates Peacock, has sold their 33% stake in Hulu to Disney (DIS), and is aggressively building out its 5G network for its Xfinity Mobile service.Their Xfinity X1 platform became a successful aggregation point for a lot of streaming apps even as, like all pay TV providers, Comcast has seen millions of consumers cut the cord.Since the original deal, the companies expanded their relationship with Netflix launching on Comcast’s X1 platform in 2016, and in 2018, Comcast included a Netflix subscription for new and existing Xfinity packages.Working together, Comcast and Netflix have done a great job of delivering video to consumers and have a great working relationship.The companies are currently in discussions about a new deal, and I expect both sides to be able to come to an agreement without any public spat.The companies work well with one another and they have a very clear understanding of how to deliver a great, quality Netflix experience over Comcast’s last mile.I do think some network changes could happen at Comcast internally, especially tied to CTS, but that would simply be about Comcast’s internal network strategy, which is always evolving.I don’t expect any public drama when it comes to a new agreement between the two companies, and I would expect a new deal to be done without much fanfare, as it should be.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}