CATV Systems

(DISH) DISH Network to Acquire More Airwave

A recent Bloomberg report stated that satellite-TV operator DISH Network Corp. (DISH) has made an offer of $2 billion to purchase the wireless frequencies of the bankrupt wireless wholesale service provider LightSquared Inc. However,...

1Aug2013 | | Comments Off on (DISH) DISH Network to Acquire More Airwave | Continued

(VIAB) Viacom Remains Neutral

We reiterate our long-term Neutral recommendation on Viacom Inc. (VIAB). The company reported mixed financial results for the second quarter of fiscal 2013. While the net income beat the Zacks Consensus Estimate, revenues fell below...

26Jul2013 | | Comments Off on (VIAB) Viacom Remains Neutral | Continued

(VMED) Virgin Media Shares Remain Neutral

We reiterate our long-term Neutral recommendation on Virgin Media Inc. (VMED) based on the company’s strong financial results in the first quarter of 2013.

Why Kept at Neutral?

In the reported quarter,...

15Jul2013 | | Comments Off on (VMED) Virgin Media Shares Remain Neutral | Continued

(CMCSA) Comcast Expands Business Services

Comcast Corporation (CMCSA), the largest cable TV operator in the U.S., is quickly shifting its focus from the small-sized business segment to the mid-sized business segment. Recently, the company entered into a deal with hospitality...

29Jun2013 | | Comments Off on (CMCSA) Comcast Expands Business Services | Continued

(DISH) DISH Network to Offer Senior Notes

The second-largest satellite TV operator in the U.S., DISH Network Corp.’s (DISH) subsidiary, DISH DBS Corporation, plans to offer senior notes worth $2.5 billion subject to market and other conditions. This is the second debt sale...

11Jun2013 | | Comments Off on (DISH) DISH Network to Offer Senior Notes | Continued

(DISH) DISH Network Likely to Top Earnings

We expect DISH Network Corporation. (DISH), the second-largest satellite TV operator in the U.S., to beat expectations when it reports its first-quarter 2013 results before the market opens on May 9, 2013.

Why a Likely...

23May2013 | | Comments Off on (DISH) DISH Network Likely to Top Earnings | Continued

(SNI) Scripps Networks Interactive Lags First Quarter Estimates

Scripps Networks Interactive Inc. (SNI) reported adjusted earnings of 72 cents for the first quarter of 2013, which fell below the Zacks Consensus Estimate of 74 cents. Quarterly GAAP net income from continuing operations was $107.8...

15May2013 | | Comments Off on (SNI) Scripps Networks Interactive Lags First Quarter Estimates | Continued

(DISH) Dish Network Corporation Sees Possible Credit Downgrade by Moody’s

Credit rating agency, Moody’s Investors Service has put the U.S. based satellite service provider, Dish Network Corp. (DISH) on review for a possible downgrade. This decision by the agency is in response to DISH’s proposal to...

2May2013 | | Comments Off on (DISH) Dish Network Corporation Sees Possible Credit Downgrade by Moody’s | Continued

(SNI) Scripps Networks Interactive Expands in Asia

Scripps Networks Interactive Inc. (SNI), a pure-play lifestyle cable network company, acquired Singapore-based Asian Food Channel (AFC) for an undisclosed amount. It is believed to be a strategic acquisition by the company to widen...

23Apr2013 | | Comments Off on (SNI) Scripps Networks Interactive Expands in Asia | Continued

(TWC) Time Warner Cable Reverts to Neutral

We upgrade our recommendation to Neutral on Time Warner Cable Inc. (TWC), the second largest cable MSO in the U.S., ahead of its first quarter of 2013 financial results.

Why the Upgrade?

We expect Time...

21Apr2013 | | Comments Off on (TWC) Time Warner Cable Reverts to Neutral | Continued

(SJR) Shaw Communications Beats Earnings

Shaw Communications Inc. (SJR) declared better financial results for the second quarter of fiscal 2013. GAAP net income from continuing operations was $182 million, up 2.2% year over year. GAAP net earnings per share were 38 cents,...

21Apr2013 | | Comments Off on (SJR) Shaw Communications Beats Earnings | Continued

(DISH) DISH Network Remains Neutral

We reiterate our long-term Neutral recommendation on DISH Network Corp. (DISH) backed by the company’s mixed financial results for the fourth quarter of 2012. Although net income fell below the Zacks Consensus Estimate, revenue...

18Mar2013 | | Comments Off on (DISH) DISH Network Remains Neutral | Continued

(DISH) DISH Network Corporation Again Charged by Fox

DISH Network Corporation’s (DISH) popular hopper device again came under huge criticism as News Corp. (NWSA) owned Fox network appealed before the federal court...

26Feb2013 | | Comments Off on (DISH) DISH Network Corporation Again Charged by Fox | Continued

(CMCSA) Comcast Upgrades Xfinity TV

Comcast Corp. (CMCSA) recently enhanced its Xfinity TV player application by incorporating content download feature using the Internet. Xfinity TV is the TVEverywhere service of Comcast. So far, the company has offered only content...

16Dec2012 | | Comments Off on (CMCSA) Comcast Upgrades Xfinity TV | Continued

(DISH) DISH Network Exploring Online TV

DISH Network Corp. (DISH), the second largest satellite TV operator in the U.S., is currently exploring its opportunities in the over-the-top TV streaming segment. In its recent report, Bloomberg stated that the company is negotiating...

9Oct2012 | | Comments Off on (DISH) DISH Network Exploring Online TV | Continued

(DISH) DISH Network to Face a Hefty Charge

DISH Network Corp. (DISH) – the second largest satellite TV operator in the U.S. may face a hefty charge of $2.4 billion from AMC Networks Inc. (AMCX)...

9Oct2012 | | Comments Off on (DISH) DISH Network to Face a Hefty Charge | Continued

(DISH) DISH Network Exploring Online TV

DISH Network Corp. (DISH), the second largest satellite TV operator in the U.S., is currently exploring its opportunities in the over-the-top TV streaming segment. In its recent report, Bloomberg stated that the company is negotiating...

9Oct2012 | | Comments Off on (DISH) DISH Network Exploring Online TV | Continued

(DISH) DISH Network to Launch Satellite Internet

DISH Network Corp.(DISH) – the second largest satellite TV operator in the U.S., has announced to launch satellite-based broadband service in the rural U.S. market starting from October, this year. DISH Network will become the first...

9Oct2012 | | Comments Off on (DISH) DISH Network to Launch Satellite Internet | Continued

(DISH) DISH Network to Target Young Crowd

The second largest satellite TV operator in the U.S., DISH Network Corp. (DISH), intends to launch an electronic device that would facilitate smooth streaming of live TV shows to its subscribers.

Higher penetration...

9Oct2012 | | Comments Off on (DISH) DISH Network to Target Young Crowd | Continued

(TWC) Time Warner Cable to Exit Clearwire Venture

Time Warner Cable Inc. (TWC) has decided to sell its 7.8% stake in Clearwire Corp. (CLWR) for a nationwide WiMAX network. In November 2008, Time Warner Cable acquired...

9Oct2012 | | Comments Off on (TWC) Time Warner Cable to Exit Clearwire Venture | Continued

(TWC) Time Warner Cable and Megacable to Tie up

Time Warner Cable Inc. (TWC) – the second largest cable Multi Service Operator (MSO) in the U.S. is contemplating to tie up with Megacable – a triple play service provider in Mexico, to provide phone service targeting the U.S Hispanic...

8Oct2012 | | Comments Off on (TWC) Time Warner Cable and Megacable to Tie up | Continued

(DISH) Dish Network Encounters a Federal Lawsuit

Dish Network Corp. (DISH) – the second largest satellite TV provider in the U.S. – again seems to get into trouble when the U.S. Federal Trade Commission (FTC) brought litigation against the company for infringing...

28Aug2012 | | Comments Off on (DISH) Dish Network Encounters a Federal Lawsuit | Continued

(TIVO) TiVo Incorporated Earnings Preview

TiVo Inc. (TIVO) is scheduled to release its fiscal second quarter 2013 results after market closes on August 29, 2012. In the run up to the earnings release we do not notice any movement in the analysts’ estimates.

Previous...

28Aug2012 | | Comments Off on (TIVO) TiVo Incorporated Earnings Preview | Continued

(TIVO) TiVo in New Partnership Deal With Alaska-based Cable Operator General Communications

TiVo Inc. (TIVO) recently announced a partnership with Alaska-based cable operator General Communications Inc. (GNCMA). Under the...

22Aug2012 | | Comments Off on (TIVO) TiVo in New Partnership Deal With Alaska-based Cable Operator General Communications | Continued

(VIAB) Viacom Still in Neutral Zone

Viacom Inc. (VIAB) posted disappointing results for the third quarter of fiscal 2012. Both the top-and bottom-lines fell below the Zacks Consensus Estimates. Advertising revenue (both domestic and international) dropped significantly,...

21Aug2012 | | Comments Off on (VIAB) Viacom Still in Neutral Zone | Continued

(TWC) Time Warner Cable Earnings Scorecard

Following the second-quarter 2012 earnings announcement on July 19, 2012, most of the analysts covering Time Warner Cable Inc. (TWC) have made mixed estimate revisions on the stock. The brokers’ outlook is based on good show from...

14Aug2012 | | Comments Off on (TWC) Time Warner Cable Earnings Scorecard | Continued

(CMCSA) Comcast Fully Takes Over MSNBC

NBC News, part of Comcast Corporation (CMCSA)-owned NBC Universal, bought the remaining 50% stake in news website company MSNBC Digital Network from Microsoft Corporation (MSFT)...

13Aug2012 | | Comments Off on (CMCSA) Comcast Fully Takes Over MSNBC | Continued

(DISH) DISH Network’s Trial Venue Plea Rejected

One of the leading satellite companies in the U.S., DISH Network Corporation’s (DISH) appeal to change the trial venue for the copyright-infringement lawsuits filed against it, by the TV network companies, has been dismissed by...

9Aug2012 | | Comments Off on (DISH) DISH Network’s Trial Venue Plea Rejected | Continued

(SJR) Shaw Communications – Bear of the Day

We are downgrading our recommendation on Shaw Communications (SJR) to Underperform ahead of the release of its third quarter-fiscal 2012 financial results. The company continues to lose basic cable TV customers, reflecting that management...

21Jun2012 | | Comments Off on (SJR) Shaw Communications – Bear of the Day | Continued

(VIAB) Viacom Analyst Remains Neutral on Shares

Buoyed by higher revenues, increased margins and continuous share repurchases, Viacom Inc. (VIAB) easily outpaced the Zacks Consensus Estimates in the second quarter of fiscal 2012. Revenue from the company’s cable network fees...

12Jun2012 | | Comments Off on (VIAB) Viacom Analyst Remains Neutral on Shares | Continued