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Time Warner Cable Inc. (TWC)

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  • May. 16, 2013, 1:29 PM
    More on Time Warner Cable (TWC -1.8%) - Hulu (previous): If Time Warner Cable takes a minority stake in Hulu it will become strange bedfellows with rival Comcast (CMCSA -1%) which owns roughly a third of the company -  but the combination could energize the concept of nationally branded TV Everywhere platform, analysts say. Sources indicate another pay-TV company is also considering making a bid for Hulu. Stay tuned.
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  • May. 16, 2013, 7:00 AM
    Time Warner Cable (TWC) is in talks with other cable companies about making a bid for Hulu (DIS, CMCSA, NWS), according to the New York Post. If the cable companies can land control of Hulu they have the option of turning it into an authenticated service for paying cable customers.
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  • May. 10, 2013, 2:18 PM
    The Television Consumer Freedom Act backlash: 1) The bill introduced by Sen. John McCain is getting lots of attention from the cable industry, uniting big cable giants such as Comcast (CMCSA) and Time Warner Cable (TWC) with smaller regional cable companies. 2) Beyond just attempting to force a la carte cable pricing, the legislation also seeks to bar broadcasters from converting to cable networks to avoid tech upstarts like Aereo. 3) The icing on the cake might be what McCain wants to do with sports. The bill calls for banning sports blackouts (bad for DirecTV's (DTV) Sunday Ticket?) and would create havoc with new "super" conferences that are banking on big cable revenue for bundled access (bad for Time Warner (TWX) and New Corp (NWS)?)
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  • May. 9, 2013, 3:05 PM
    Senator John McCain officially introduces the Television Consumer Freedom Act of 2013 in Congress in a milestone for the movement toward "a la carte" cable market pricing for consumers. On the floor of the Senate, McCain singled out Comcast's (CMCSA -0.9%) NBC and Disney's (DIS +1.1%) ESPN-ABC family of channels as examples of media concerns forcing consumers to pay for bundled channels they don't want. Analysts think the combined heft of the broadcasting industry stands a good chance of keeping McCain's bill spinning in place. (full bill)
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  • May. 9, 2013, 8:04 AM
    Senator John McCain will introduce legislation shortly to overhaul the TV business by giving consumers the option to buy channels on an individual basis (a la carte) - instead of seeing only large bundles as options. The politician will face fierce resistance from broadcast (NWS, DIS, CMCSA, CBS, AMCX, SNI, OUTD, DISCA, VIAB) and cable companies (CVC, CHTR, TWC) but may have a friend in upstart Aereo which has been rankling a few feathers as well. (Aereo timeline)
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  • May. 3, 2013, 9:19 AM
    If there is one thing that broadcast execs and cable execs agree on it's that they don't like Aereo, but that isn't stopping Time Warner Cable (TWC) CEO Glenn Britt from saying that if the courts side with Aereo his company could offer the same type of re-transmission service. Though the exec's comments were under the facade of being "pro-consumer" for appearances, they could be an indication that cable and satellite players are starting to see Internet-based TV as inevitable.
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  • Apr. 30, 2013, 9:51 AM
    The departure of Time Warner Cable (TWC -0.3%) CFO Irene Esteves looks a tad curious to dealReporter. The exec was featured prominently on the firm's recent conference call (transcript) even after ruffling a few feathers last year by indicating Time Warner Cable wouldn't like to be in sports programming business.
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  • Apr. 29, 2013, 5:11 PM
    Time Warner Cable (TWC) CFO Irene Esteves is leaving the company; she'll be replaced by former AOL COO/CFO Artie Minson, effective May 2 (previous). (PR)
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  • Apr. 26, 2013, 8:35 AM
    Time Warner Cable (TWC) will move away from packaging TV, Internet, and phone services together as it breaks from an industry trend. The rationale behind the strategy is a numbers game, according to BTIG's Rich Greenfield. The analysts notes the company has a lot of "low-hanging fruit" it can grab if it focuses on selling services by themselves.
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  • Apr. 25, 2013, 1:16 PM
    Time Warner Cable (TWC -0.2%) CEO Glenn Britt delivered a sobering thought for media concerns during the company's earnings call (transcript). The exec says if Aereo becomes legal it would have a "significant impact" on the future of transmission fees. The quick uptake is that the development would be good for cable/satellite players (CVC, DTV, CHTR, DISH), but bad for broadcasters (DIS, CBS, CMCSA, AMCX, NWS) (h/t Rich Greenfield BTIG)
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  • Apr. 25, 2013, 10:02 AM
    A nice little nugget from Time Warner Cable's (TWC -1%) earnings call this morning is that the company claims it's seeing "de minimus" impact from areas where Google is introducing Google Fiber. CEO Glenn Britt rather brazenly says that while Google insists on painting the cable industry as stuck with old technology - "we're pulling tons of fiber." (webcast)
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  • Apr. 25, 2013, 6:53 AM
    More on Time Warner Cable's (TWC) Q1: Revenue for the company's high-speed data segment rose 17.3% Y/Y to $1.406B to help offset a 2.2% decline in video segment revenue. The company made good progress with growing its business service revenue, up 25% to $537M. (PR)
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  • Apr. 25, 2013, 6:01 AM
    Time Warner Cable (TWC): Q1 EPS of $1.41 beats by $0.04. Revenue of $5.5B (+6.6% Y/Y) in-line. (PR)
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  • Apr. 16, 2013, 2:16 PM
    Time Warner Cable (TWC +0.7%) plans to add out-of-home programming for Apple devices through its IOS app to make select networks and on-demand content available. The move by the company marks another step toward more widespread adoption of the TV Everywhere initiative.
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  • Apr. 11, 2013, 12:48 PM
    The FCC deregulates Time Warner Cable (TWC -0.2%) in several cities in Ohio and California which could pave the way for rate hikes. The agency ruled that it faces "effective competition" from DirecTV and Dish Network. What to watch: The threshold for penetration has historically been 15% or higher before a market is considered open for deregulation, but in the age of streaming options such as Netflix will cable operators (CVC, CHTR) start to see more small markets open up?
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  • Apr. 8, 2013, 4:55 AM
    Time Warner Cable (TWC) says over 800,000 customers have potentially been hit by intermittent technical problems that have stopped them from using the operator's home-phone service. That would work out at over 16% of TWC's 5M residential phone subscribers. In the era of mobile, though, how many have noticed?
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Company Description
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.
Sector: Services
Industry: CATV Systems
Country: United States