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CHARTER CEO: VIDEO BUSINESS IMPORTANT BUT FULL OF CHALLENGES

By Bevin FletcherMay 19, 2022 04:50pm
Charter Communicationspay TVTom RutledgeMoffettNathanson
As to why Charter opted to partner with Comcast instead of going it alone on a
streaming platform, Tom Rutledge suggested it’s about the quality of Comcast’s
platform and the ability to differentiate. (Charter Communications)

Charter Communications has managed to curb traditional video subscriber losses
better than other cable operators, and CEO Tom Rutledge on Wednesday said a good
video offer remains important but warned challenges will continue over the next
few years.  






Speaking at the MoffettNathanson Media & Communications Summit this week,
Rutledge commented on the stickier nature of the cable company’s video base,
highlighting that it’s tried to introduce less expensive skinnier packages where
possible.



In the first quarter of 2022 Charter lost 112,000 video subscribers, fewer than
analysts expected and less than the 138,000 in Q1 of 2021. It also wasn’t as bad
as cable peer Comcast, which saw net video subscriber losses increase to
512,000.




“We think having a good video business is important,” Rutledge said, adding that
in the long run he sees some upside. “But I think it’s still full of challenges
over the next few years, because the fundamental drivers that make it difficult
haven’t changed.”


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One main element is rising content costs, which the chief executive likened to
“stepping in a marshmallow.”

If cable operators raise prices, they lose subscribers and there’s no revenue
gain for anyone, he noted. But the amount Charter is charged on a wholesale
basis continues to rise, and now content owners have their own difficulties as
they look to incorporate assets into direct-to-consumer businesses.



“Where the content is, how you move that content into consumer businesses, is
going to be a challenge because you could destroy your underlying opportunity if
you do that, which is where all the money still is.”

MoffettNathanson analysts in an April report called out a similar concern,
saying the exit of original content on linear TV as owners like Disney, Comcast,
Paramount and now Warner Bros. Discovery move more over to streaming services
“is a potential tragedy of the commons situation” where they end up collectively
damaging the common good of the linear TV bundle.


RELATED

People increasingly cut the cord for content, importance of cost decreases –
analyst

“Linear network owners are individually moving more and more original content to
streaming, which collectively weakens the viability of the bundle for all,”
wrote analyst Michael Nathanson in the report. “It is akin to the mistake made
when linear network owners individually agreed to sell content to Netflix, which
ultimately weakened the linear system that paid their bills.”

To some extent Charter tells its customers base “this is really expensive
television, it has to be sold this way” in fairly big pricey packages because of
how the content owners want to sell it, Rutledge said. He indicated it simply
“is what it is” and many consumers understand that. But doesn’t see the way
negotiations happen changing much in the next two years.

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VIDEO ADDING VALUE 

Rutledge also pointed out that now the cable operator faces competition from
virtual MVPDs, which sell live TV streaming bundles.

“Those virtual MVPDs have very high prices as well, and some tried to price low
but had to raise the prices,” he continued.  “It sort of is what it is, and
consumers understand what it is, so it’s a less significant as part of the
business.”


RELATED

Hulu + Live TV gets price hike as Disney+, ESPN+ join the bundle

That said, there are aspects that are good, with Rutledge calling out
advertising in particular. He also said TV and sports rights to be broadly
distributed to realize the underlying value of those assets.

“I think we can help make television work better and broadly distributed,”
Rutledge said. Advertising is a way to drive value into the business, while
using transaction revenues to drive value into Charter doing that, he said.  

Ultimately, it wants to have a good video business to bolster its overall
service offerings, which also include broadband and mobile service through an
MNVO offering.

“I think over the long term we can use video as a way of making the total value
of all the services we provide better than the alternatives.”

COMCAST JV HELPS DIFFERENTIATE ON STREAMING PLATFORM

And as Charter looks at new avenues for video, a new part of that is a streaming
platform through a joint venture with Comcast, announced last month. It’s a
different approach than Charter had considered before, as the company previously
talked about creating its own streaming platform.


RELATED

Charter, Comcast name Marcien Jenckes head of streaming platform JV

Instead, it will be relying on Comcast technology, including its Flex platform
and integration into streaming devices and smart TVs. Charter is targeting 2023
to introduce the first streaming devices for the joint video platform, which
will be distributed at retailers and potentially by Comcast and Charter.

As to why Charter opted to partner instead of going it alone, Rutledge suggested
it’s about the quality of Comcast’s platform and the ability to differentiate.
He said Comcast built “a very good platform” and noted it’s not an Android-based
or a version of an already existing platform.


RELATED

Comcast ‘extremely’ focused on licensing streaming platform to U.S. operators:
CEO

“It is separate and distinct, so gives you strategic opportunity to
differentiate on a platform basis that you might not get going on your own,” he
said. “Simply I thought it was a better opportunity for us to do that with them
and to use our joint creative capabilities on that platform to build a business
opportunity.”

This week Comcast Cable CEO Dave Watson said bringing Charter on as a partner
helps deliver scale that’s needed to compete in the platform business.

Videostreaming deviceComcastFlexvirtual MVPD

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