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
Sep. 3, 2013, 3:07 AM
- Time Warner Cable (TWC) has resumed broadcasting CBS (CBS) programming after the two companies agreed to a new deal on transmission fees following a month-long blackout.
- While the terms of the contract weren't disclosed, CBS reportedly won a big increase in tariffs, although below the $2 a month per subscriber it was seeking.
- The agreement excludes most "out-of-home" rights that allow viewers to watch shows on tablets and mobile phones.
- TWC had wanted the deal to include digital rights at no extra cost, while CBS wanted flexibility to negotiate licensing agreements with other players. CBS CEO Lesley Moonves said his company would "have the ability" to make money from its content "on all the new developing platforms that are right now transforming the way people watch television." (PR)
Aug. 29, 2013, 2:08 PM
- A report by research firm SNL Financial delves into the details of the negotiations between CBS (CBS +0.1%) and Time Warner Cable (TWC -0.1%) over retransmission fees.
- CBS wants $2 per TWC subscriber each month compared to the $0.65-$0.75 it was earning under the old contract.
- If CBS lands a hefty figure it could lead to a significant upward revision of earnings estimates across the broadcasting sector (CMCSA, DIS, FOXA, CBS, AMCX, VIAB).
Aug. 28, 2013, 1:29 PM
- Though the FCC says it's involved in trying to resolve the dispute between CBS (CBS +1%) and Time Warner Cable (TWC +0.5%) that has kept TWC subscribers in several major cities blacked out of CBS programming, what weight the agency can bring to the negotiations is far from clear.
- If the stalemate continues into the regular season NFL season, BTIG thinks DirecTV (DTV) could be the wildcard by giving free access to Sunday Ticket for affected TWC subscribers.
Aug. 28, 2013, 3:37 AM
- The Federal Communications Commission is working to resolve the fee dispute between CBS (CBS) and Time Warner Cable (TWC) that's prevented 3M of the latter's customers from receiving CBS programming since August 2.
- The FCC is trying to play the peacemaker despite acting chairwoman Mignon Clyburn saying that the agency doesn't have the power to intervene.
- The sides basically have until September 8 to reach a deal, when CBS is due to broadcast its first NFL game of the season.
Aug. 27, 2013, 3:41 PM
- The leverage between broadcasters (CMCSA, DIS, FXA, CBS, AMCX, VIAB) and the cable/satellite industry (TWC, CVC, CMCSA, CHTR, DTV, DISH) is so lopsided that BTIG says it feels as if the bazooka-carrying armored broadcasters are battling a cable/satellite group only carrying paper swords. A scenario that detriments U.S. consumers.
- One solution proposed by BTIG is to allow retransmission fees to be negotiated in each market by the entire group via a little Congressional intervention. Not a perfect solution if major broadcasters decide to turn into cable networks, but potentially a workable one.
- What to watch: It's only 9 days before NFL football starts and CBS vs. TWC goes to Defcon 1.
Aug. 23, 2013, 12:21 PM
- Time Warner Cable (TWC -0.6%) says subscribers in New York, Los Angeles, and Dallas can receive free indoor antennas at TWC retail locations or receive a $20 credit that will be able to be used at Best Buy (BBY +1%) locations.
- The move give the cable operator a little bit of leverage as the NFL season approaches, although stepping over the gridiron Rubicon is still considered an unwise move by media analysts.
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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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