Like Sports on Cable? Pay Up. Don’t Like Sports on Cable? Pay Up, Anyway.

Here’s how your monthly cable bill gets split up. Spoiler: Disney and ESPN get a really big chunk.
ESPN NFL

Wait a Minute. Does Google Really Want to Be a Cable Guy?

Running a cable TV operation is an expensive, messy, un-Googley business. Which is why there’s no way Larry Page is going to do that, says Sanford Bernstein.
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QOTD: To Predict Google-Motorola, Review Microsoft-Comcast

Fifteen years after their initial Comcast investment, Microsoft’s vision of a Windows-based gateway to the television still hasn’t materialized. Now it is Google’s turn to storm the fortress. And, like Microsoft before them, they have decided to do it from the inside.

Bernstein Research’s Craig Moffett, in a note (reg. required) savaging the notion that buying Motorola will allow Google to disrupt the TV business. Moffett does see a role for Google in helping cable operators measure and target TV advertising, though. For a less pithy take, read AllThingsD.

Big Cable Braces for a Lousy Quarter

Time to get the cord-cutting headlines out again.
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Sprint Now Gaining Subscribers Instead of Losing Them

Good news for long-suffering Sprint Nextel investors: Customer retention has finally improved to the point where the carrier is able to report actual gains in postpaid subscribers, rather than losses.

Cable Rewards Cord Non-Cutters With a Bigger Bill

Even if cord-cutting is real, very few of you are actually going to do it. Your reward from the cable guys? A bigger bill in 2011.

No One Is Happy With the FCC Chairman's Speech, Except Broadband Investors

Everyone has something to say about today’s speech by FCC Chairman Julius Genachowski on the subject of net neutrality. Having been blocked in the courts from imposing sanctions on Comcast for throttling users of BitTorrent, the commission has been spinning its wheels trying to find a way to nudge the broadband industry in a direction toward treating all Internet content fairly.

AT&T Activates Record 5.2 million iPhones, Forgets to Add Device to “Mobile Broadband Leadership” Slide

Good thing AT&T Wireless CEO Ralph de la Vega is certain the end of the carrier’s iPhone exclusivity deal doesn’t portend a mass subscriber exodus–otherwise you might look at AT&T’s latest earnings and the degree to which they were driven by the device and (cough) worry.

What Will AT&T Do When It Loses iPhone Exclusivity? What Can it Do?

Discussing AT&T’s latest quarterly results on a conference call this morning, CFO Richard Lindner casually mentioned that the company has in its pipeline some “new products and product refreshes we’re excited about.” He didn’t name any of them, but it’s a safe bet that at least one of the devices to which he referred is Apple’s next generation iPhone, perhaps the last on which AT&T will have an exclusive.

Court Rules Against FCC in Comcastic Net Neutrality Decision

In the end, the federal appeals court reviewing the Federal Communications Commission’s sanctions against Comcast was as skeptical of the FCC’s authority to issue them as Comcast itself. This morning, the U.S. Court of Appeals for the District of Columbia ruled that the agency overstepped its bounds when it censured Comcast for interfering with peer-to-peer traffic on its network.

iPad TV?

Big Red in the Red

Apple’s Tablet: MacBook Airbus?