{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Option","title":"Episode 175: Charter's Subscriber Bleed and the Comcast Merger Clock","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/3b440e80\"></iframe>","width":"100%","height":180,"duration":216,"description":"Charter Communications reported Q3 results showing accelerating broadband subscriber losses even after closing its $34.5B acquisition of Cox Communications, sending shares down 5% on Friday and extending a 43% year-to-date decline. Wall Street analysts are now openly flagging a Charter-Comcast merger as the most plausible next catalyst — a deal with direct consequences for how NBCUniversal lands as a standalone company and what that means for everyone with a deal attached to Peacock. Key Takeaways: Charter lost 233,000 internet subscribers in Q3: 156,000 from legacy Charter, 77,000 from...","thumbnail_url":"https://img.transistorcdn.com/4RKcc1IGb7a3BJ1dndiWrVMcYNS3d-RHc5yAO2mJR8g/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zODVm/MzRmM2IxNDUwOWZj/NDg0NGJhMjhjOTI2/MmZhMS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}