Future of Cablevision Systems
CATEGORIES
- Asset Performance
- Innovation assets and pipeline
- Disruption vulnerability
- Company headlines
- Company’s future prospects
DATA ACCESS
Altice USA (frequently known as Cablevision or Optimum) is a US cable TV provider and is a subsidiary of Altice NV. It’s a multiple system operator with systems serving areas around New York City, and in sixteen other states through currently independent subsidiary Suddenlink Communications. Not including Suddenlink, Altice USA is the 5th largest cable provider and 9th largest television provider in the United States, with most customers living in Connecticut, New Jersey, New York and parts of Pennsylvania. Altice USA also provides Voice over IP (Optimum Voice) phone service (the eighth-largest telephone provider in the U.S.), digital cable (Optimum TV), and high-speed Internet connections (Optimum Online) and through its Optimum brand name; as well as fiber-optic business voice and class data services across the New York area under the Lightpath brand. Altice USA is the successor to Cablevision Systems Corporation, established by Charles Dolan.
Innovation assets and Pipeline
All company data collected from its 2016 annual report and other public sources. The accuracy of this data and the conclusions derived from them depend on this publicly accessible data. If a data point listed above is discovered to be inaccurate, Quantumrun will make the necessary corrections to this live page.
DISRUPTION VULNERABILITY
Belonging to the telecommunications sector means this company will be affected directly and indirectly by a number of disruptive opportunities and challenges over the coming decades. While described in detail within Quantumrun’s special reports, these disruptive trends can be summarized along the following broad points:
*First off, as Africa, Asia, and South America continue to develop over the next two decades, their populations will increasingly demand greater first world living amenities, this includes modern telecommunications infrastructure. Luckily, since many of these regions have been chronically underdeveloped, they have the opportunity to leapfrog into a mobile-first telecommunications network instead of a landline-first system. In either case, such infrastructure investment will keep telecom sector building contracts going strong into the foreseeable future.
*Similarly, internet penetration will grow from 50 percent in 2015 to over 80 percent by the late-2020s, allowing regions across Africa, South America, the Middle East and parts of Asia to experience their first Internet revolution. These regions will represent the biggest growth opportunities for telecom companies over the next two decades.
*Meanwhile, in the developed world, increasingly data-hungry populations will begin demanding ever greater broadband internet speeds, spurring investment into 5G internet networks. The introduction of 5G (by the mid-2020s) will enable a range of new technologies to finally achieve mass commercialization, from augmented reality to autonomous vehicles to smart cities. And as these technologies experience greater adoption, they will likewise spur further investment into building out nationwide 5G networks.
*By the late 2020s, as the cost of rocket launches becomes more economical (in part thanks to new entrants like SpaceX and Blue Origin), the space industry will expand dramatically. This will bring down the cost of launching telecom (internet beaming) satellites into orbit, thereby increasing the competition terrestrial telecom companies face. Similarly, broadband services delivered by drone (Facebook) and balloon (Google) based systems will add an additional level of competition, especially in underdeveloped regions.