Altice USA

CEO Dexter Goei will assume direct responsibility for telecom division, in addition to his other duties

MoffettNathanson's Craig Moffett writes that selling off Suddenlink, going private one way to unlock hidden value

Comcast, Charter and Altice USA all slated to report earnings later this week

First step in transition to one consumer brand across all connectivity products

Xfinity Flex-like box is free to cable operator's 1-gig customers

As broadband growth slows, capital intensity wanes and free cash flow skyrockets, cable operators could step up share repurchases significantly

Increased churn, fixed wireless and fiber rollouts from telcos could crimp cable‘s high-speed internet growth, warns Venkateshwar of Barclays

Analysts believe baffling move is intended to push customers to more expensive tiers

CFO Michael Grau says goal is to expand fiber to 150,000 additional homes this year, more to follow