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Next 10 Years Look Upbeat For U.S. Cable Industry
Tuesday, August 16, 2016 - 3:08pm | 467Attention cable investors: The 10-year outlook is "bright," at least according to a report by SNL Kagan, an offering of S&P Global Market Intelligence. The research report noted a "slightly improved" outlook for the video segment and "continued upside" for the...
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What Verizon's Doing To Keep ESPN Happy
Tuesday, February 23, 2016 - 11:58am | 234Walt Disney Co (NYSE: DIS)'s ESPN property appears to be a top priority for cable companies, at least according to a report by the New York Post. According to the New York Post, Verizon Communications Inc. (NYSE: VZ)'s Fios changed its skinny bundles "in a move seen as an attempt...
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Comcast Corporation Reports Q4 Results, Raises Annual Dividend & Commits To Share Buybacks
Wednesday, February 3, 2016 - 9:17am | 359Shares of Comcast Corporation (NASDAQ: CMCSA) were trading higher by 0.75 percent early Wednesday morning after the company reported its fourth quarter results. Comcast earned $0.81 per share in the fourth quarter on revenue of $19.08 billion. Wall Street analysts were expecting the company to...
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Comcast To Keep Customers From Netflix And Chilling
Tuesday, February 2, 2016 - 2:25pm | 462Netflix, Inc. (NASDAQ: NFLX) has changed the way people watch TV over the past year. The company's streaming service has been massively popular, especially among young people, and the shift in consumer preferences has threatened to put traditional broadcasters out of business. Not only that, but...
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Report: Comcast Angers Cable Networks With Channel Lineup Switches, Viacom 'Irked'
Friday, January 15, 2016 - 11:50am | 182According to the New York Post, Comcast Corporation (NASDAQ: CMCSA) has "started ripping up" agreements with cable networks by bundling popular channels onto digital tiers and out of basic packages. The New York Post noted that Spike, CMT and Pop are some of the channels that have...
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Wired: Cord-Cutting Is 'Going To Suck' In 2016
Monday, December 28, 2015 - 12:00pm | 282Cord-cutting is a legitimate concern for cable investors, however, Wired suggested that the trend may be unfavorable for the consumer. Wired noted that earlier this year DISH Network Corp (NASDAQ: DISH)'s $20 a month Sling TV package offered many people from cancelling their cable services...
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NFL, CBS Cater To Viewers Who Are Cutting The Cord
Wednesday, September 2, 2015 - 7:51am | 379In the upcoming season, the National Football League is targeting viewers who have switched from traditional cable subscriptions to online streaming services. This year, in addition to streaming all of the league's AFC games, CBS Corporation (NYSE: CBS) has agreed to stream seven NFL...
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The Evolving TV Business: 'Experience, Not Content, Is King'
Thursday, August 13, 2015 - 11:25am | 870The television landscape has changed dramatically during the past five years. Streaming services such as Netflix, Inc. (NASDAQ: NFLX), Hulu, and Amazon.com, Inc. (NASDAQ: AMZN) Prime have usurped an industry that previously relied on families gathering around a TV set to enjoy scheduled...
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How To Play The Cable Sell-Off
Friday, August 7, 2015 - 12:08pm | 446In a report published Friday, Buckingham Research Group analyst James Ratcliffe commented that Thursday's sell-off in cable stocks is "overdone" and offers investors an "attractive" entry point. According to Ratcliffe, the U.S. pay TV industry lost 510,000 subscribers in...
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Barclays Revises Estimates On 11 Internet & Media Companies
Friday, June 5, 2015 - 8:25am | 491In a report published Friday, Barclays analyst Kannan Venkateshwar briefly commented on the growing surge of popularity of Internet video and how investors can gain exposure to the theme while also updating investors on 11 stocks under coverage. According to Venkateshwar, 40 percent of U.S. homes...
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Is The Department Of Justice About To Deal A Blow To The Cable Industry?
Monday, April 20, 2015 - 11:58am | 371In a report published Monday, Baird analyst William Power commented on various media reports that are suggesting the Department of Justice may be leaning towards rejecting a Comcast Corporation (NASDAQ: CMCSA)- Time Warner Cable Inc (NYSE: TWC) merger. "We have been placing odds on the...
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UBS: We Still Love Cable, Buy Comcast And Charter
Tuesday, April 14, 2015 - 11:12am | 359In a report published Tuesday, UBS analyst John Hodulik commented that traditional video subscriptions will continue to decline as new Over-the-Top Content (OTT) options proliferate. According to Hodulik, the first wave of OTT video services were merely complements to a traditional pay TV...
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Mario Gabelli: 'Unbundling Is Going To Be Engineered By Cable Companies'
Thursday, March 19, 2015 - 1:41pm | 340With Apple Inc. (NASDAQ: AAPL) rumored to be starting its own streaming service, the "unbundling" pressure on cable companies seems to have increased. Mario Gabelli, Gamco Investors Inc (NYSE: GBL) founder, chairman and CEO, was on CNBC to share his thoughts on this and to discuss the...
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Apple Takes On TV Streaming
Tuesday, March 17, 2015 - 7:36am | 399Last year, Apple Inc. (NASDAQ: AAPL) was in talks with Comcast Corporation (NASDAQ: CMCSA) about creating TV streaming platform together. The deal, which would have combined Apple's Apple TV technology with Comcast's high-speed Internet connection, crumbled and the two had a falling out...
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Why HBO Now Is A Bad Idea
Monday, March 9, 2015 - 2:59pm | 538At Monday's highly-anticipated Apple Inc. (NASDAQ: AAPL) event, the first thing revealed at the presentation was an exclusive collaboration with HBO (a subsidiary of Time Warner Inc (NYSE: TWX)). Coming in time for Game Of Thrones' newest season in April, the HBO Now standalone service...