CandW discuss Comcast Q4 2015, FCC opening pay TV

Comcast announced extraordinary results for Q4 2015. Among the standouts, video turned in its best performance in 8 years. The company says the excellent performance is due to its new X1 service, but its reasoning behind revenue lift seems suspect. The FCC wants pay TV to open up so other devices can include the services. This doesn't make much sense, and may end up being irrelevant since pay TV is headed that way anyway.