Behind Comcast’s VOD Growth


Sixty percent of Comcast’s 21.5 million subscribers are now VOD-ready, and in July those customers downloaded 50 million shows, up from 40 million in June.

But so far, signing quality (and quantity) content remains an elusive goal for Comcast and the other cable operators.

“Comcast is still struggling with [Hollywood over] release windows,” says Daniel Ernst, an analyst with Soleil Securities. “By the time it comes out on VOD, people have already seen it on DVD.”

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