Oct. 7, 2014, 1:22 PM
- Consumers will end paying for the "reckless spending" of major networks for sports coverage rights, warns Mediacom's Tom Larsen.
- Earlier this week, ESPN (NYSE:DIS) and TNT (NYSE:TWX) signed 9-year contracts which will triple the amount they spend for NBA rights.
- Though the added costs won't start piling up until the 2015-2016 NBA season ends, some media analysts think a bubble has been built up on sports licensing costs that could burst before then.
- The pay-TV sector could suffer if consumers hit the wall on rising monthly TV bills.
- Related stocks: DISH, DTV, CHTR, TWC, CMCSA, CVC.
Oct. 6, 2014, 3:32 PM
- Cable industry analyst Craig Moffett thinks the cable/broadband industry is well-positioned to benefit from the gradual consumer shift to WiFi-first services.
- The pieces are falling together for the group as smartphone users increasingly use WiFi connections for data and voice - instead of relying on cellular networks.
- In another two to three years after technology hurdles are cleared, cable WiFi could be the standard, says Moffett.
- Related stocks: TWC, CMCSA, CHTR, CVC, VZ, T
Oct. 6, 2014, 10:45 AM
- ESPN's new deal with the NBA will let it experiment with selling online access to "out of market" games outside of the traditional pay-TV bundle.
- Though the initiative could take several years to take form, it will mark another small step toward a la carte programming for consumers.
- Media analysts note the length of the contract between the NBA with Disney (DIS +0.7%) and Time Warner (TWX) effectively boxes out Fox (NASDAQ:FOXA) and NBC (NASDAQ:CMCSA) until past the 2024-2025 season.
- On the pay-TV side, operators such as Comcast, Dish Network (NASDAQ:DISH), AT&T (NYSE:T), Cablevision (NYSE:CVC), Time Warner Cable (NYSE:TWC) and DirecTV (NASDAQ:DTV) have to fret over an online product competing with their sports packages which include NBA games.
Sep. 30, 2014, 1:29 PM
- Time Warner Cable's (TWC -0.3%) inability to strike deals with distributors for its SportsNet LA network could have a ripple effect, say industry insiders.
- The cable operator took the brunt of the criticism in the L.A. area over coverage of the division-winning L.A. Dodgers being unavailable for a large swath of the region.
- The development could be a factor as networks such as Fox Sports North (NASDAQ:FOXA), Comcast SportsNet Mid-Atlantic (NASDAQ:CMCSA), New England Sports Network, YES Network, and Comcast SportsNet Philadelphia look to renegotiate their deals with pay-TV operators.
Sep. 24, 2014, 9:27 AM
- Comcast (NASDAQ:CMCSA) blasted its media rivals in a statement it made to regulators this week.
- The company maintains that opposition to its merger with Time Warner Cable (NYSE:TWC) only came after strong-arm tactics to gain favors such as renegotiated program carriage agreements failed.
- Though a host of companies such as Dish Network and Discovery Communications have been vocal opponents of a TWC-CMCSA combination, Comcast made its sharpest accusations against Netflix.
Sep. 23, 2014, 11:11 AM
- A new mini-bundle from AT&T (T -0.5%) aimed at cord-cutters and cord-nevers will include broadband services, select basic cable channels, HBO, and Amazon Prime.
- The service will be priced at an introductory rate of $40 per month for a year after which a strong upsell effort from the company would be expected.
- A slimmed-down package from Dish Networks is expected to debut before the end of the year.
- What to watch: Pay-TV industry executives have expressed confidence that the cheaper packages will attract new customers - instead of cannibalizing their base subscribers from the +$100/month level. It's a view not shared by some media analysts who warn of a new era of deal-hopping between pay-TV and broadband providers.
- Related pay-TV stocks: DISH, DTV, CHTR, CVC, CMCSA, TWC.
Sep. 17, 2014, 4:15 PM
- The Satellite Television Access and Viewer Rights Act was passed today by the Senate.
- The legislation allows satellite companies (DTV, DISH) to retransmit broadcast TV channels to rural customers outside of any market.
- A plan by some Senators to add some provisions to the bill on a la carte options for consumers died off over the last few days under some pressure from the pay-TV industry (CVC, CHTR, TWC, CMCSA).
- "It's too big a change to be swallowed," noted Senator Jay Rockefeller.
Sep. 16, 2014, 8:32 AM
- Time Warner Cable (NYSE:TWC) will air the last week of Los Angeles Dodgers baseball outside of the SportsNet LA channel after shutting out most fans without TWC service.
- The cable operator has been in a dispute all year with distributors over carriage fees for the regional sports network.
- The hard line by TWC has been a PR disaster for the company in the L.A. area with the Dodgers in 1st place and fans missing two no-hitters along with a number of other dramatic games.
- What to watch: If Comcast (NASDAQ:CMCSA) lands TWC, the company may lower carriage fee prices for SportsNet to start off fresh with subscribers in the key L.A. market.
Sep. 10, 2014, 9:25 AM
- A number of Internet companies are staging an organized protest against the FCC's net neutrality proposal today.
- Though Twitter (NYSE:TWTR), Netflix (NASDAQ:NFLX), Mozilla, and Reddit aren't actually slowing down their websites, they are drawing attention to the current and suggested policies of broadband providers (CHTR, CVC, TWC, CMCSA, VZ) with loading icons dedicated to the cause of an open Internet.
- The proposed "fast-lane" premium pipeline for content providers would mark the end of Internet freedom, according to the group.
Sep. 8, 2014, 2:39 PM
- A new report from Nielsen puts some numbers to the escalating transition of TV viewing toward digital channels.
- In the key 18-34 year old demographic, digital video consumption rose 53% to 35 minutes a day.
- The digital growth rate was even higher for the 35-49 year old group with a 80% rise to 26 minutes a day.
- 50-64 year olds increased digital viewing by 60%.
- Live TV viewing dropped 1%-2% across age groups.
- Related stocks: CHTR, CVC, TWC, NFLX, DISH, DTV, VZ,
- Nielsen Cross-Platform Report
Aug. 28, 2014, 1:36 PM
- Pay-TV operators are having a tough week on the operational side as a Midwest service disruption at DirecTV (DTV +0.2%) follows closely behind high-profile national outages at Charter Communications and Time Warner Cable.
- The troubling service blackouts by the cable and satellite players hasn't gone unnoticed by consumer groups which are using the development as leverage in protesting the Comcast (NASDAQ:CMCSA) - Time Warner Cable (NYSE:TWC) merger.
Aug. 27, 2014, 9:15 AM
- Time Warner Cable (NYSE:TWC) says service has been largely restored to customers impacted by a wide-scale outage which began in the early morning hours.
- An issue with TWC's "Internet backbone" was the culprit in the disruption, according to a statement.
- The company provides services to over 14M households in the U.S.
Aug. 27, 2014, 8:04 AM
- Time Warner Cable (NYSE:TWC) is now a trending topic at Twitter as a widespread cable and Internet outage affects service in U.S. markets.
- A brief customer service tweet from TWC says no estimated time of restoration is available.
- In a bit of irony, Time Warner Cable agreed earlier this week to pay a $1.1M fine to the FCC for improperly reporting on network outages.
Aug. 27, 2014, 6:54 AM| Comment!
Aug. 22, 2014, 3:14 PM
- The FCC has asked Comcast (CMCSA -0.3%) for a variety of information in relation to the company's proposed takeover of Time Warner Cable (TWC -0.2%), including some that delve into the company's Internet and content delivery policies.
- One key question posed to Comcast by the agency is whether or not it slows down the delivery of programming from rivals.
Aug. 21, 2014, 11:43 AM
- Hedge funds are having a difficult time of it again this year, up 1% vs. a 7.5% gain for the S&P 500, according to Goldman Sachs, which crunched the numbers on 775 funds with $1.9T in AUM.
- Nevertheless, Goldman's list of 50 stocks which "matter most" to hedge funds has outperformed the S&P 500 on a quarterly basis 66% of the time since 2001. The stocks this quarter (posted in order of the number of funds in which a name is a top-10 holding):
- ACT, AAPL, FB, AGN, AAL, GM, TWC, AIG, MSFT, HTZ, CHTR, MU, WMB, LNG, C, DAL, HCA, APC, CBS, ALLY, GOOGL, APD, NRF, BAC, EBAY, LBTYK, PCLN, VRX, BIDU, DTV, DISH, DG, EQIX, MA, WAG, ARCP, GILD, LINTA, MON, FOXA, VC, AMZN, BRK.A, BRK.B, SUNE, CMCSA, JPM, MIC, CCI, HES, LAMR.
- A special call-out to Northstar Realty (NYSE:NRF), Visteon (NYSE:VC), SunEdison (NYSE:SUNE), Macquarie Infrastructure (NYSE:MIC), and Lamar Advertising (NASDAQ:LAMR) for making the list of hedge fund hotels despite their relatively tiny market caps.
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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