Seeking Alpha
 

Time Warner Cable Inc. (TWC)

- NYSE
  • Mar. 20, 2013, 10:03 AM
    A survey conducted by Deloitte Touche indicates a lower percentage of the population considered cutting the chord to pay-TV services in 2012 than 2011. Though the wording of the question leads AllThingsD to speculate that at least some of the respondents answered yes to cutting premium-TV services such as HBO (TWX) instead of traditional cable/satellite (DTV, DISH, CMCSA, TWC, CHTR, CVC) options, the reported sharp drop in the pace of cord-cutting is still something to watch.
    | Comment!
  • Mar. 19, 2013, 8:46 AM
    More on the Charter Communications (CHTR) - Liberty Media (LMCA) deal: Even with four board seats and a sizable stake, analysts thinks the end game for Liberty Media is complete control and a potential merger/spinoff scenario. The deal could have a long-term impact for either Time Warner Cable (TWC) or Cablevision (CVC) and also brings in some interesting possibilities for Sirius XM Radio (SIRI).
    | 1 Comment
  • Mar. 12, 2013, 7:05 AM
    Analysts on Wall Street suspect the $1B lawsuit filed by Cablevision (CVC) against Viacom is bit of an act of desperation with the company's stock price languishing in comparison to peers. The current line of thinking is that the Dolan family-run company may end up going private or merge with Time Warner Cable (TWC).
    | Comment!
  • Mar. 8, 2013, 10:58 AM
    Looking to protect the duopoly/near-duopoly positions they have in many U.S. broadband markets, U.S. telcos and cable companies are lobbying hard to put an end to publicly-funded broadband networks, arguing (without irony) such networks hurt competition. AT&T (T), Time Warner Cable (TWC), Windstream (WIN), and Comcast (CMCSA) are some of the incumbents to have mounted lobbying efforts, which have led at least 19 states to place restrictions on public broadband investments.
    | 13 Comments
  • Mar. 6, 2013, 1:37 PM
    A mega-deal broadcasting rights deal between Time Warner Cable (TWC -0.4%) and the Los Angeles Dodgers has hit a major snag, according to The New York Post. The issue may be that the deal is structured in such a way that MLB may require as much as $1B to be split amongst the rest of the league's teams - presumably a no-go for the team's owners and cable customers across L.A.
    | Comment!
  • Mar. 6, 2013, 1:17 PM
    Cable companies (CMCSA, CHTR, TWC, CVC) increasingly use their inherent advantage with two-way networks to nab customers from satellite players (DTV, DISH) stuck with a one-way network. When push comes to shove, DirecTV and Dish just can't offer customers the same breadth of video-on-demand content than cable rivals.
    | Comment!
  • Feb. 26, 2013, 2:25 PM
    Viacom (VIA) could feel the heat from the disruptive lawsuit filed by Cablevision (CVC +0.7%) over how it offers financial incentives to bundle networks together. Time Warner Cable (TWC -0.1%) has already issued a statement of solidarity with its cable peer and  the proliferation of consumer viewing options available to consumers could make the time ripe for a la carte cable pricing to finally break through.
    | Comment!
  • Feb. 11, 2013, 1:35 PM
    Cable operators report that the winter storm in New England over the weekend created some service outages and minor damage to equipment and networks, but that most issues have already been resolved. Though the sector felt the wrath of consumers after Hurricane Sandy when isolated stories made the rounds of firms shaking down customers for damaged equipment fees, analysts are quick to note the sound and the fury following such outages rarely translates into lost revenue.
    | 1 Comment
  • Feb. 6, 2013, 2:01 PM
    Under the radar: Google's lightning-fast fiber service in Kansas City might be putting pressure on cable operators to cut broadband pricing, according to reports. Customers in the region are seeing unexplained price breaks timed just as Google Fiber went live. Though its only one mid-size market, and Google's plans for a larger rollout are far from clear, the issue is giving cable companies something to think about.
    | 6 Comments
  • Feb. 1, 2013, 2:26 PM
    Time Warner Cable (TWC -0.6%) CEO Glenn Britt will step down at the end of the year, according to the WSJ. The company is coming off a disappointing Q4 with growth in its key residential broadband business down from last year's pace.
    | Comment!
  • Feb. 1, 2013, 6:54 AM
    Deutsche Bank downgrades Time Warner Cable (TWC) to Hold from Buy after its big week which saw earnings and a mega-deal to air Los Angeles Dodgers baseball games dominate the discussion on the media giant. Also chiming in is Wells Fargo, moving its rating on TWC to Market Perform from Outperform.
    | Comment!
  • Jan. 31, 2013, 10:06 AM
    Time Warner Cable (TWC -7.1%) slips after reporting Q4 results. Though the company added 75K new residential Internet service customers, it wasn't enough to offset the 129K video subscribers it lost. Total costs and expenses jumped 8.9% Y/Y which brings a spotlight back on to how the pricey deal to land the rights to air Los Angeles Dodgers game will eventually hit the company's bottom line.
    | Comment!
  • Jan. 31, 2013, 7:04 AM
    More on Time Warner Cable's (TWC) Q4: Residential high-speed data segment revenue rose 17.2% to $1.346B, while voice and video both rose at a single-digit pace. On the business services side, sales were up 25.9% to $515M. Acquisition and organic growth drove employee costs higher during the period as the company's headcount increased. (PR)
    | Comment!
  • Jan. 31, 2013, 6:26 AM
    Time Warner Cable Inc (TWC) declares $0.65/share quarterly dividend, 16% increase from prior dividend of $0.56. Forward yield 2.58%. For shareholders of record Feb. 28. Payable Mar. 15. Ex-div date Feb. 26. (PR)
    | Comment!
  • Jan. 31, 2013, 6:05 AM
    Time Warner Cable (TWC): Q4 EPS of $1.57 beats by $0.01. Revenue of $5.5B (+9.9% Y/Y) in-line. (PR)
    | Comment!
  • Jan. 31, 2013, 12:05 AM
    Notable earnings before Thursday’s open: AET, ALKS, AN, APU, AZN, BEAV, BLL, BMS, BX, CAM, CL, CNH, CNX, COCO, CRR, D, DB, DNKN, DOW, EPD, ERIC, EXXI, HAR, HGG, HP, HSH, HSY, IVZ, LQDT, MA, MJN, MO, MTG, MWW, NDAQ, NVO, OXY, PBI, PCAR, PENN, PHM, POT, R, RCL, RGLD, SHW, TE, TEN, TMO, TWC, UA, UGI, UPS, VIAB, WHR, XEL, ZMH
    | Comment!
Visit Seeking Alpha's
TWC vs. ETF Alternatives
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