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Time Warner Cable Inc. (TWC)

  • Jul. 5, 2013, 1:36 PM
    Global pay TV revenue is forecast to top $400B by 2017, up from last year's level of $287B, as emerging markets more than make up for a fragmented audience in North America. What to watch: How cable/satellite operators (DISH, DTV, CMCSA, TWC, CVC, CHTR) participate in business ventures outside of North America could determine which companies emerge from the pack.
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  • Jul. 5, 2013, 10:04 AM
    Negotiations between CBS (CBS +0.8%) and Time Warner Cable (TWC -0.6%) could last several weeks, according to Variety. Negotiations between the two companies are more complex this go-around with issues such as TV Everywhere and VOD looming as major considerations. At the end of the day, CBS is expected to land close to $1 per subscriber in retransmission fees from the cable operator.
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  • Jul. 3, 2013, 12:36 PM
    A Time Warner Cable (TWC +2.3%) deal with Apple could either be a game-changer or "unexciting" depending upon the direction a partnership would take, according to BTIG. A simple app might be a nice step forward for TWC subscribers, but a full-fledged next-generation TV service could be the development that actually excites investors. The latter would give Apple a chance to redefine the navigation experience of live TV, recorded programming, and on-demand content in a single interface. (Previous: AAPL-TWC deal, partnership details)
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  • Jul. 2, 2013, 4:55 PM
    More on Apple/Time Warner Cable: Sources claim the deal will give Apple TV (AAPL) users access to Time Warner Cable's (TWC) TV channels, and that an announcement is expected within a few months. The partnership appears to resemble the ones TWC has with Roku and Microsoft (for the Xbox), rather than the kind of reseller deal suggested by past reports. Apple reported selling 2M+ Apple TV units in the Dec. quarter, and has sold 13M+ to date. (game controller support)
  • Jul. 2, 2013, 4:03 PM
    Apple (AAPL +2.3%) is close to a TV content deal with Time Warner Cable (TWC -1.3%)and has hired Hulu exec Pete Distad to handle negotiations, Bloomberg reports. The news service once reported Apple has made the most progress with TWC in its talks to provide set-top boxes to pay-TV providers, and TWC (unlike some of its peers) has said it's comfortable giving up control of the UI for hardware carrying its services, provided it can maintain control of the customer relationship. The WSJ has also reported of Apple/TWC talks.
  • Jul. 2, 2013, 7:59 AM
    The deal by Tribune Company (TRBMF.PK) to buy 19 local TV station sets the stage for a major battle over re-transmission fees in the industry. During a conference call yesterday, Tribune CFO Chandler Bigelow forecast the company would earn 10% to 20% more from retransmission fees in the near future in a development that could also be positive for Meredith (MDP), Sinclair Broadcast Group (SBGI), Media General (MEG), Nexstar Broadcasting Group (NXST), Gray Television (GTN), Lin TV (TVL), and CTC Media (CTCM) - although it's unlikely cable/satellite operators (TWC, CVC, CMCSA, CHTR, DTV, DISH) will buck up without a fight.
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  • Jul. 1, 2013, 12:55 PM
    Wunderlich thinks Cablevision (CVC +9%) is worth at least $25 per share in a potential acquisition by Liberty Media (LMCA +0.4%) or Time Warner Cable (TWC -1%). The investment firm thinks the large stake held by the Dolan family tip the scales in the favor of Liberty Media if a bidding war breaks out.
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  • Jul. 1, 2013, 9:55 AM
    Cable stocks (TWC, CVC, CHTR) might have run up too high on M&A speculation, warns Moffet Research's Craig Moffett. Though some industry consolidation is likely, at least a few companies could get behind to leave investors on the short end of the stick.
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  • Jun. 30, 2013, 1:50 AM
    Time Warner Cable (TWC) has reportedly contacted Cablevision (CVC) and Cox Cable about buying them as TWC looks to grow through acquisitions rather than be bought by John Malone's Liberty Media (LMCA), which owns 27% of Charter Communications (CHTR). While talks with Cox and Cablevision haven't led too far, the latter's founder and Chairman, 86-year Chuck Dolan, could be ready to sell. As for Liberty, TWC believes a tie-up for Charter would add too much debt and it is skeptical about prospective synergies.
  • Jun. 28, 2013, 2:56 PM
    Google Fiber will be available in both Lee's Summit, Missouri and Mission, Kansas shortly as the service continues to branch out from Kansas City. In Mission, Google Fiber will take on Time Warner Cable (TWC +3.6%) directly and the cable firm's flat pricing rate of $75 per month for 50 Mbps will be closely watched for any defensive cuts.
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  • Jun. 27, 2013, 2:26 PM
    More on Liberty Media's hunt for Time Warner Cable: (previous): A bid to purchase the cable operator is being structured by John Malone's company even though Time Warner Cable (TWC +4.2%) hasn't indicated serious interest. Analysts see Time Warner Cable wanting at least a 20% premium before it warms up to the notion. The end game for Liberty Media (LMCA +2.4%) is to increase its scale through horizontal acquisitions which could be achieved bringing Charter Communications and TWC under the same corporate umbrella.
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  • Jun. 27, 2013, 1:44 PM
    Cable stock frenzy: Shares of Time Warner Cable (TWC +7.8%) spike higher off of a Bloomberg headline indicating Liberty Media (LMCA +2.5%) is interesting in making a bid. Cablevision (CVC +7.8%) and Charter Communications (CHTR +5.9%) are also on the move.
  • Jun. 26, 2013, 3:41 PM
    Evercore Partners thinks Time Warner Cable (TWC +4.6%) could land a hefty premium in a merger with Charter Communications. Talks between Liberty Media (LMCA +1.5%)  - which holds 27% of Charter - and Time Warner Cable were reported two weeks ago.
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  • Jun. 24, 2013, 3:10 PM
    Goldman assembles a list of 25 dividend favorites with unusually high volatility - meaning put sellers are getting a hefty premium for agreeing to buy the stock at a lower price. Make sure you want the stock first. The strategy works well sometimes and is the proverbial catching a falling knife at others. PFE, BLK, SE, PCL, CL, AEP, SPG, PG, KMI, AVB, CLX, CTL, TWC, LO, T, PM, TWX, NSC, DUK, VZ, WHR, WY, NEE, XOM, SCCO.
  • Jun. 24, 2013, 2:57 PM
    Time Warner Cable (TWC -1.4%) announces an authenticated online service that will allow subscribers of Starz and Encore to watch content online and on mobile devices. The initiative falls under the TV Everywhere verification system which has been advancing in fits and starts over the last several years.
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  • Jun. 21, 2013, 10:42 AM
    Cord-cutting is one headache for the cable/satellite industry (TWC, CHTR, CMCSA, CVC, DTV, DISH) but it's the emerging cord-nevers which might end up being the full-blown migraine. The results from a focus group study by Bernstein Research found consumers in their twenties are leaning toward streaming options (Amazon, Hulu, Netflix, HBO Go, YouTube) while more than a few admit to viewing content through "shared" subscriptions. As the Twentysomethings grow up and earn a litte more cash will their frugal viewing habits change?
TWC vs. ETF Alternatives
Company Description
Time Warner Cable Inc provides video, high-speed data and voice services in the U.S., with technologically advanced, well-clustered cable systems in New York State, the Carolinas, the Midwest, Southern California and Texas.
Sector: Services
Industry: CATV Systems
Country: United States