Oct. 31, 2013, 6:03 AM
Oct. 29, 2013, 1:23 PM| Comment!
Oct. 25, 2013, 6:40 PM
- Sources tell Bloomberg Time Warner Cable (TWC), DirecTV (DTV), and Charter (CHTR), each of whom have had retransmission fee squabbles with major broadcasters, are thinking of launching Aereo-like services that give consumers access to HD broadcast feeds picked up by over-the-air antennas.
- A source adds Time Warner Cable has also considered buying Aereo, which is partly owned by InterActiveCorp (IACI)
- If pay-TV providers decide to follow Aereo's lead, they could face challenges in scaling their services - a provider such as Time Warner Cable might need hundreds of thousands, if not millions, of antennas to meet primetime demand for broadcast channels - and guaranteeing service quality.
- But with SNL Kagan predicting U.S. retransmission fees will rise to $6.1B in 2018 from $3B in 2013, pay-TV providers have plenty of incentive to explore their options, or at least create a bargaining chip.
- Bloomberg's report comes as broadcasters petition the Supreme Court to shut down Aereo, after the service scored a legal win in a Massachusetts district court.
Oct. 24, 2013, 10:01 AM
Oct. 24, 2013, 8:22 AM| Comment!
Oct. 17, 2013, 10:42 AM
- Canada is ahead of the game in pushing for an a la carte TV pricing model, according to Rogers Communications' Ken Engelhart.
- The exec thinks the whole system is subject to being lost to the Internet and Netflix if consumers aren't giving the option to only pay for what they watch.
- The Canadian Radio-television and Telecommunications Commission will review the nation's broadcast system this fall - while in the U.S. the Pay-TV (CHTR, CVC, CMCSA, TWC, DISH, DTV) industry has been successful in keeping Congress at bay on the issue.
Oct. 14, 2013, 2:37 PM
- Canada will force Pay-TV providers to offer a la carte packages to consumers with new legislation, according to Industry Minister James Moore
- A few companies in the nation already offer their customers the ability to pick and choose the networks that they pay for.
- A bill in the U.S. on the issue sponsored by Senator John McCain ruffled a few feathers, but hasn't progressed very far.
- For the most part, the Pay-TV industry has held its model together, although the launch of a widely popular Internet TV service by a tech giant could be the game-changer if Congress stays idle.
- Related stocks: DTV, DISH, CVC, CHTR, TWC.
Oct. 14, 2013, 3:45 AM
- Netflix (NFLX) is reportedly in talks with Comcast (CMCSA), Time Warner Cable (TWC), Suddenlink Communications and other cable TV providers to make its service available to their customers via an app on their set-top boxes. However, one snag is that Netflix wants its potential partners to use its technology.
- Talks are most advanced with regional operators and smaller providers that use TiVo's (TIVO) devices. Any deals would add to two that Netflix has in Europe.
- The negotiations indicate how telecom / cable TV providers could use Netflix as a way to draw in and keep subscribers rather than just viewing the company as a threat.
Oct. 10, 2013, 3:25 PM
- Media stocks outperform the broad market with comments from Liberty Media's (LMCA +2.5%) John Malone on the monetization possibilities in the industry not hurting the festive mood one little bit.
- If Malone is to be believed, new forms of content distribution will lead to riches across the sector.
- Advancers: Time Warner Cable (TWC) +5.6%, Charter Communications (CHTR) +3.9%, CenturyLink (CTL) +3.3%, CBS (CBS) +3.9%, Netflix (NFLX) +5.5%.
- Liberty Media Analyst Day webcast
- Related ETFS: PBS
Oct. 10, 2013, 1:40 PM
- Liberty Media's (LMCA +2.6%) John Malone thinks a joint effort by cable operators (CVC, CHTR, TWC) could help monetize the concept known as TV Everywhere.
- The exec sees a syndicated product from the sector that would help create leverage to keep programming costs lower and make it easier to compete with Netflix.
- Comcast (CMCSA +1.8%) might already be a step ahead with its Viper project. The product could eventually be used to syndicate Xfinity programming to Pay-TV customers nationally.
Oct. 7, 2013, 9:01 AM| Comment!
Sep. 18, 2013, 11:20 AM
- DirecTV (DTV -1.1%) and Dish Network (DISH +1.1%) are more at risk than cable operators (TWC, CHTR, CVC) from a new generation of consumers unwilling to pay premium prices for TV packages, according to analysts.
- Pay-TV providers aren't the only group keeping an eye on the so-called "cord nevers" as broadcasters (DIS, CMCSA, FOXA, CBS, SBGI, BLC, NXST) weigh how long the current TV content model can stay locked in place.
- The bundling approach to cable/satellite packages helps broadcasters reap lucrative content deals.
- The outlook: "The revolution will take a long time," notes one grounded industry insider, but Internet TV (SNE, NFLX, AMZN) players could try to accelerate the shake-up through innovation.
Sep. 12, 2013, 11:10 AM
- Pay TV providers have stepped up their lobbying efforts to get Congress to rewrite rules on retransmission fees.
- The heightened effort is a result of CBS (CBS +1.6%) recently clobbering Time Warner Cable (TWC +0.3%) in a negotiations over a new carriage contract and with an epic battle between Dish Network (DISH -0.3%) and Disney (DIS) brewing.
- What to watch: Though a few forward-looking bills are already floating around Congress with a design on ended the "bundled" era, some media analysts think an a la carte free-for-all would be wildly inefficient.
- Related stocks: TWX, CMCSA, FOXA, CHTR, DTV, CVC.
Sep. 5, 2013, 3:09 PM
- Time Warner Cable (TWC -0.9%) wins the rights to offer programming from AMC Networks to customers outside of their homes.
- Shows such as Mad Men and Breaking Bad will be available to TWC subscribers through smartphones and tablets.
- The ability for cable companies to strike deals with programmers for out-of-home viewing is critical to keep their apps competitive with alternatives such as Netflix and Hulu as well as new online startups.
Sep. 3, 2013, 1:09 PM
- Cable operators, satellite firms, and telcos lost a total of 366K video subscribers during Q2, according to SNL Kagan.
- The tally from the firm is consistent with the drop other researchers tabulated and shows an increase in losses from Q1.
- The trend looks even worse on a penetration basis if the pickup in housing units is factored in.
- Related stocks: DISH, DTV, CHTR, CVC, TWC, VZ, T, CMCSA.
Sep. 3, 2013, 7:27 AM
- The deal hashed out by CBS (CBS) and Time Warner Cable (TWC) leaned decisively in the favor of the broadcaster, according to analysis.
- Though the approach of the NFL football was a big consideration, it was the renegotiated carriage deal between CBS and Verizon that cut into the cable operator's leverage unexpectedly.
- Terms of the deal weren't disclosed, but most analysts think the monthly carriage rate per subscriber for CBS programming came in a rate that will help other broadcasters in their own upcoming negotiations.
- On watch: FOXA, DIS, CMCSA, VIAB, AMCX
TWC vs. ETF Alternatives
Time Warner Cable Inc provides video, high-speed data and voice services. The Company also offers security and home management services, networking and transport services and enterprise-class, cloud-enabled hosting, managed applications and services.
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