Cable MSO Shares Gain Ground Heading Into NCTA

摘要

Cable MSO shares have shaken off Q1's worries about CapEx and competition, starting off Q2 with a recovery after the Q1 dip. While our MSO Average was up 7% for the month through 4/26, Charter saw a 15+% gain in April. Heading into the NCTA, the emphasis will be on how MSOs can future-proof their networks, going all-digital to reclaim needed bandwidth and continuing to ramp up HSD subs while also putting new emphasis on the rollout of commercial services.