Can a better video-on-demand navigation platform, combined with IP capabilities, help Comcast (Nasdaq: CMCSA) reverse a long, deep trend of video subscriber losses? Craig Moffett of Sanford C. Bernstein & Co. thinks so, according to a report whose arguments are outlined by Light Reading Cable.
The Xcalibur search capabilities are something Comcast has been working on for a long time. (Possibly years. Wasn't Xcalibur its IPTV project codename at one point several years ago?) As a navigation platform, it could help Comcast find more traction for the VoD offerings that it and other pay TV companies have been betting on heavily with only mild success, Moffett says.
Moffett predicts that Comcast will show evidence of slowing video customers losses next year, on the way to a very slim loss in 2013, bring it almost back to the break-even point.
- see this Light Reading Cable analysis
Comcast demonstrated new capabilities at The Cable Show
Comcast reportedly tested Xcalibur last winter