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Altice does Netflix deal, launches IPO, slams door on dividends

Just a month after announcing that Altice is one group, with one goal and one set of technology decisions, it has cut a deal with Netflix, which on the surface of it excludes the US. We can see clearly that co-operating with Netflix in the US is a very different deal than outside the US – for a start its percentage penetration is significantly higher there, and it has less need of a hand, but also recent deals, such as the one it has with Comcast, require a higher degree of integration with the set top architecture. The likely takeaway for Altice US is that it very probably will do a similar deal with Netflix in the US, but that…

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