If it is allowed to gobble up its number two rival, Time Warner Cable, Philadelphia-based Comcast will become the largest broadband provider in the United States, and perhaps the largest outside China. The two companies together will control about half of what is called triple-play services — video, voice and internet — in the U.S. The two companies together would have about 33 million broadband connections that brought in about $18 billion in broadband revenue during 2013.
Back in November 2013, my colleague Stacey Higginbotham laid out a persuasive argument about why the cable consolidation is all about broadband. She wrote:
So the cable industry, if it can consolidate, gets access to the most important pipe coming into people’s homes (after power and water) and the fewer cable companies there are, the more unified the rate structure might appear. So today Comcast has a cap, but Time Warner Cable doesn’t
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