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Wed, Dec. 17, 11:32 AM
- Dish Network (DISH +0.6%) says Netflix might be integrated into the company's upcoming streaming subscription product and be part of its search functions.
- The OTT programming package from the satellite company is set to include Disney Channel, Disney XD, ESPN, ABC, A&E, History, Lifetime, H2, HGTV, DIY Network, Food Network, Cooking Channel, and Travel Channel among other networks. Netflix access will require authentication.
- What to watch: Media analysts think other online TV ventures will face more pressure to include Netflix (NFLX +3.6%) after Dish made its move. There could also be an impact on pay-TV operators (CHTR, CVC, TWC, CMCSA, DTV) if Netflix gets insides their boxes to cut into VOD revenue.
- Previously: Dish Network brings Netflix into the box
Fri, Nov. 14, 1:41 PM
- Pay-TV operators lost about 149K subscribers in Q3 to represent the industry's worst performance ever for the period, according to data compiled by Leichtman Research Group.
- The mark is slightly better than the 179K subs loss that Moffett Nathanson forecast.
- Based on seasonal trends, Leitchman forecasts a small increase in subscriber growth for Q4.
- Cable/satellite/telco Q3 sub scorecard: Comcast (NASDAQ:CMCSA) -81K, Time Warner (NYSE:TWX) -182K, Charter Communications (NASDAQ:CHTR) -24K, Cablevision (NYSE:CVC) -56K, Suddenlink +2.2K, Mediacom -19K, Cable ONE -14.1K, DirecTV (NASDAQ:DTV) -28K, Dish Network (NASDAQ:DISH) -12K, AT&T +216K, Verizon (NYSE:VZ) +114K, Others/Private -65K.
- Based on seasonal trends, Leitchman forecasts a small increase in subscriber growth for Q4.
- Related: Seismic changes coming for pay TV
Thu, Nov. 13, 8:46 PM
- Sony's (NYSE:SNE) new online TV package will price at $60 to $70 per month, estimates Re/code.
- It's a level that is twice what Dish Network (NASDAQ:DISH) plans to charge for a slimmer package, although one that includes ESPN.
- Programming on the Sony streaming service will feature shows from CBS, Discovery Communications, Fox, NBC, Scripps Networks, and Viacom.
- The pitch from the Japanese media giant is that cord-cutters will be drawn in by the captivating way of accessing the content through gaming consoles. A cutting-edge discovery and recommendations service for users is also highlighted by execs.
- Regulatory watch: Potential rule changes from the FCC could level the playing field for the new streamers as they work out their content deals.
- What to watch: A fragmented pay-TV landscape could benefit content producers (DISCA, CBS, FOXA, DIS, LGF, TWX, AMCX) in the short-term as competition heats up, while creating a pricing headache for cable/satellite/telco players (CMCSA, CVC, CHTR, DISH, T, DTV, VZ, TWC).
- The Netflix factor: Many media analysts consider Netflix (NASDAQ:NFLX) an add-on for consumers - instead of an either/or decision with online TV.
Wed, Oct. 29, 3:45 PM| Comment!
Wed, Oct. 29, 1:22 PM
- A bid by Aereo to be defined as a cable provider gained support from the FCC with a new proposal out this week which was described in a blog post written by Chairman Tom Wheeler.
- The agency supports "open access" for consumers to high-speed broadband delivery and the right of over-the-top firms to offer programming owned by pay-TV providers and broadcasters.
- In essence, the FCC thinks the bundled pay-TV model should be broken so that consumers will not be forced to pay for channels they never watch.
- What to watch: Though Aero isn't likely to be the ultimate pay-TV disrupter without the deep pockets to license content, the position of the FCC opens the door for other Internet video players to emerge and chips away at the bundled channels model.
- Related stocks: DISH, DTV, CMCSA, CHTR, CVC, TWC, VZ, T, NFLX.
Wed, Oct. 29, 8:08 AM
- Charter Communications (NASDAQ:CHTR) reports a 5% gain in residential customer relationships to 5.768M during Q3.
- Non-video customers +22% to 1.61M.
- Triple-play penetration +40 bps to 32.6%.
- Monthly revenue per residential customer +2% to $110.81.
- Revenue breakdown: Video +5.9% to $1.11B, Internet +13.4% to $652M, Voice -12.4% to $141M, Commercial +17.7% to $253M, Advertising +16.0% to $87M.
Wed, Oct. 29, 7:55 AM
Wed, Oct. 15, 11:32 AM
- Netflix (NFLX -2.6%) slid a little lower after Time Warner announced HBO would become a stand-alone service sometime in 2015.
- Though it isn't clear how much of HBO's programming will migrate over to the OTT product, the mention of the "international possibilities" of a streaming HBO is enough to catch the attention of Netflix watchers.
- The development also has implications for Hulu (DIS, CMCSA, FOXA) and Amazon (AMZN -1%) which could end us as delivery partners or direct streaming rivals, according to Re/code.
- Pay-TV operators (CHTR, CVC, DISH, DTV) are in a bit of a box by the plan and may choose to play hardball with HBO.
Fri, Oct. 10, 7:43 AM
- The top 40 cable channels have lost 3% of the subscribers over the last four years, according to data compiled by The Wall Street Journal.
- ESPN (NYSE:DIS), TNT (NYSE:TWX), Nickelodeon (NASDAQ:VIAB), USA (NASDAQ:CMCSA) and CNN all shed more than 3% of their subscribers as consumers sought smaller bundles.
- Basic plans with a trimmed list of channels account for 12% of all pay-TV subscriptions, up from a level of 8%-10% just a few years ago.
- Related stocks: DISH, DTV, CHTR, CVC.
Tue, Oct. 7, 1:22 PM
- Consumers will end paying for the "reckless spending" of major networks for sports coverage rights, warns Mediacom's Tom Larsen.
- Earlier this week, ESPN (NYSE:DIS) and TNT (NYSE:TWX) signed 9-year contracts which will triple the amount they spend for NBA rights.
- Though the added costs won't start piling up until the 2015-2016 NBA season ends, some media analysts think a bubble has been built up on sports licensing costs that could burst before then.
- The pay-TV sector could suffer if consumers hit the wall on rising monthly TV bills.
- Related stocks: DISH, DTV, CHTR, TWC, CMCSA, CVC.
Mon, Oct. 6, 3:32 PM
- Cable industry analyst Craig Moffett thinks the cable/broadband industry is well-positioned to benefit from the gradual consumer shift to WiFi-first services.
- The pieces are falling together for the group as smartphone users increasingly use WiFi connections for data and voice - instead of relying on cellular networks.
- In another two to three years after technology hurdles are cleared, cable WiFi could be the standard, says Moffett.
- Related stocks: TWC, CMCSA, CHTR, CVC, VZ, T
Tue, Sep. 23, 11:11 AM
- A new mini-bundle from AT&T (T -0.5%) aimed at cord-cutters and cord-nevers will include broadband services, select basic cable channels, HBO, and Amazon Prime.
- The service will be priced at an introductory rate of $40 per month for a year after which a strong upsell effort from the company would be expected.
- A slimmed-down package from Dish Networks is expected to debut before the end of the year.
- What to watch: Pay-TV industry executives have expressed confidence that the cheaper packages will attract new customers - instead of cannibalizing their base subscribers from the +$100/month level. It's a view not shared by some media analysts who warn of a new era of deal-hopping between pay-TV and broadband providers.
- Related pay-TV stocks: DISH, DTV, CHTR, CVC, CMCSA, TWC.
Wed, Sep. 17, 4:15 PM
- The Satellite Television Access and Viewer Rights Act was passed today by the Senate.
- The legislation allows satellite companies (DTV, DISH) to retransmit broadcast TV channels to rural customers outside of any market.
- A plan by some Senators to add some provisions to the bill on a la carte options for consumers died off over the last few days under some pressure from the pay-TV industry (CVC, CHTR, TWC, CMCSA).
- "It's too big a change to be swallowed," noted Senator Jay Rockefeller.
Wed, Sep. 10, 9:25 AM
- A number of Internet companies are staging an organized protest against the FCC's net neutrality proposal today.
- Though Twitter (NYSE:TWTR), Netflix (NASDAQ:NFLX), Mozilla, and Reddit aren't actually slowing down their websites, they are drawing attention to the current and suggested policies of broadband providers (CHTR, CVC, TWC, CMCSA, VZ) with loading icons dedicated to the cause of an open Internet.
- The proposed "fast-lane" premium pipeline for content providers would mark the end of Internet freedom, according to the group.
Mon, Sep. 8, 2:39 PM
- A new report from Nielsen puts some numbers to the escalating transition of TV viewing toward digital channels.
- In the key 18-34 year old demographic, digital video consumption rose 53% to 35 minutes a day.
- The digital growth rate was even higher for the 35-49 year old group with a 80% rise to 26 minutes a day.
- 50-64 year olds increased digital viewing by 60%.
- Live TV viewing dropped 1%-2% across age groups.
- Related stocks: CHTR, CVC, TWC, NFLX, DISH, DTV, VZ,
- Nielsen Cross-Platform Report
Thu, Sep. 4, 11:09 AM
- The entity set to be spun off by Comcast (CMCSA +0.3%) and Charter Communications (CHTR -0.5%) will be called GreatLand Connections, according to the cable firms.
- GreatLand Communications will launch with 2.5M customers in the Midwest and southeast part of the U.S. if the Comcast-TWC merger is approved by regulators.
- By subscriber count, GreatLand will be the 5th largest cable company in the U.S.
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