Thoughts on Altafiber
Based on press reports from a couple of weeks ago, Altafiber has hired advisors for a strategic review. This may not be new; there were rumors that Altafiber was up for sale while the Frontier process was underway. This note explores the assets, the competitive dynamics in their markets, their end-state penetration, and their value. We are mostly using this as a vehicle to preview some of the new features that the Data Analytics team have built into Broadband Insights over the last three months.Charter Communications is a holding company. Through its subsidiaries, the company is a cable operator and a broadband communications company providing video, Internet and voice services. The company also provides its mobile service to residential customers. In addition, the company sells video and online advertising inventory to local, regional and national advertising customers and communications and managed solutions to enterprise customers. The company also owns and operates regional sports networks and local sports, news and community channels. The company owns and operates a two-way telecommunications network which passes various households and small and medium businesses across United States.
Comcast is a media and technology company. The company's segments are: Cable Communications, which provides internet, video, voice, and security and automation services in the United States individually and as bundled services at a discounted rate over its cable distribution system to residential and business customers; NBCUniversal, which includes a portfolio of national cable networks that provide a variety of entertainment, news and information, and sports content, regional sports and news networks, international cable networks, and cable television studio production operations; and Sky, which owns a portfolio of pay television channels that provide entertainment, news, sports and movies.
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